You can specify notes for a client
From the JU1AP Corporate Client screen, select Notes from the sub-menu on the left.
The JV0AA Maintain Notation screen will be displayed.
This screen displays any notes already defined.
Highlight a note and click OPEN. The JV0AA Maintain Notes screen will be displayed.
On the JV0AA Maintain Notation screen, click NEW.
The JV0AA Maintain Notes screen will be displayed.
Capture data as follows:
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Header |
A short description of the note.
The capture of a value for this field is mandatory.
If Type is RESERVE BANK, then the following specific text must be captured:
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Type |
The type of notation for this product note.
The selection of a value for this field is optional.
Select a value from the drop-down list. The following values are currently available: FIN STATEMENTS VALUATION RESERVE BANK TERMINATING
If applicable, Product Note must be captured with one of the following Types to record the date the financial statements, valuation or reserve bank report has been completed and the period for which it has been completed: FINANCIAL STATEMENTS VALUATION RESERVE BANK REPORT |
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Period |
The period for which a Financial Statement or Valuation was last submitted.
The selection of a value for this field is optional.
Select a value from the drop-down list. The following values are currently available: FIVE YEARS FOUR YEARS ONE MONTH ONE YEAR SIX MONTHS THREE MONTHS THREE YEARS TWO YEARS |
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Period Ended |
The period for which the financial statements, valuation or reserve bank report have been completed.
The capture of a date for this field is optional. |
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Date Submitted |
The date the financial statements, valuation or reserve bank report is submitted to the relevant entity.
If the Type selected is Terminating, then the date notice was received that the administration of a product will be terminated must be captured.
The capture of a date for this field is optional. |
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Date Completed |
The date the financial statements, valuation or reserve bank report is been completed.
The capture of a date for this field is optional. |
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Date Signed Off |
The date on which the valuation was signed off.
The capture of a date for this field is optional. |
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Text input area |
Provide the relevant free-form text. |
Note:
OK is disabled until text has been added to both boxes.
Click OK. The JV0AA Maintain Notation screen will be re-displayed, and the short description will appear as the HEADER.
Note:
The Complete Employer Registration process menu item is only enabled for the launching of a New Employer via My Work with a Process of NEW EMPLOYER and an Activity of CREATE EMPLOYER.