Suffix Control Configuration

Overview

Suffix Control Configuration in the FLEX system enables credit unions to manage and assign share, loan, and certificate types to specific suffixes. This functionality serves two primary purposes:

• Grouping: Allows for the logical grouping of related account types.
• Validation: Provides users with a pre-defined list of valid suffixes when opening new shares, loans, or certificates, ensuring data integrity and reducing errors.

Accessing Suffix Control Configuration

Suffix Control Configuration is located within the General Configuration section of the FLEX Main Menu.

• Navigation Path: FLEX Main Menu > General Configuration > Suffix Control Configuration

Suffix Control Management Methods

Suffix controls can be established and managed using several methods within the FLEX system:

• Adding a Suffix to a Type: Recommended for assigning multiple suffixes to a single type.
• Adding a Type to a Suffix: Recommended for assigning multiple types to a single suffix.
• Copying an Existing Type: Allows for the replication of suffix controls from an existing type when creating a new one.
• Individual Type Configuration: Direct management of suffix controls within an individual type’s configuration.

Suffix Control Configuration Screen

The main Suffix Control Configuration screen provides an overview of existing suffix controls, displaying the following details for each entry:

• Suffix: The unique identifier for the suffix.
• Suffix Class: Indicates whether the suffix is assigned to a Share, Loan, or Certificate.
• Types: A list of account types associated with the suffix.
• Active: A flag indicating if the suffix control is currently active.

The screen also includes action buttons for managing suffix controls:

• Add: Initiates the process to add a new type to a suffix.
• Copy: Allows copying existing suffix controls.
• Delete: Removes selected suffix controls.

Detailed Management Procedures

1. Adding a Suffix to a Type

This method is ideal for associating multiple suffixes with a single account type.

Procedure:

1. On the main Suffix Control Configuration screen, locate the “Adding a Suffix to a Type” section.
2. In the Suffix Type field, enter the desired suffix type.
3. Click the Add/Remove Suffix Type button.
4. The “Suffix Control – Add/Remove Type” screen will appear, divided into two columns:
   • Available Suffixes (Left Column): Displays all suffixes that can be added to the selected suffix type.
   • Selected Suffixes (Right Column): Displays suffixes already assigned to the selected suffix type.
5. To add or remove suffixes:
   • Highlight a suffix in either column.
   • Use the applicable arrow codes (not explicitly shown in the provided document, but typically represented by left/right arrows) to move the suffix between the “Available Suffixes” and “Selected Suffixes” columns.
6. Add All: Moves all available suffixes to the “Selected Suffixes” column.
7. Remove All: Moves all selected suffixes back to the “Available Suffixes” column.

2. Adding a Type to a Suffix

This method is ideal for associating multiple account types with a single suffix.

Procedure:

1. On the main Suffix Control Configuration screen, click the Add button.
2. The “Add Suffix Control” screen will appear.
3. Suffix: Enter the applicable suffix.
4. Suffix Class: Select whether the suffix is assigned to a Share, Loan, or Certificate.
5. Activate: Check this box to indicate if the suffix control should be active.
6. The screen will display two columns:
   • Available Types (Left Column): Lists all types that can be added for the selected suffix.
   • Selected Types (Right Column): Lists types already added for the selected suffix.
7. To add or remove types:
   • Highlight a type in either column.
   • Use the applicable arrow codes to move the type between the “Available Types” and “Selected Types” columns.
8. Add All: Moves all available types to the “Selected Types” column.
9. Remove All: Moves all selected types back to the “Available Types” column.

3. Adding Suffix Control Through Copy Type Configuration

This method is recommended when creating a new share, loan, or certificate type that will share the same suffixes as an existing type.

Procedure:

1. Navigate to Type Configuration in the FLEX Main Menu.
2. Select the relevant tab (Share Types, Certificate Types, or Loan Types).
3. Select an existing type to copy.
4. Click the Copy button.
5. In the “Copy Type” dialog:
   • Copy From: Displays the type being copied.
   • Copied To: Enter the name for the new type.
   • Copy Suffix Controls: Check this option to copy all suffixes already assigned to the source type to the newly created type.

4. Adding Suffix Control Through Individual Type in Type Configuration

This method allows for direct management of suffix controls within the configuration of a specific account type.

Procedure:

1. Navigate to Type Configuration in the FLEX Main Menu.
2. Select the relevant tab (Share Types, Certificate Types, or Loan Types).
3. Select the individual type you wish to configure.
4. Click the Edit button.
5. Within the “Edit [Type Name]” screen (e.g., “Edit Loan Type”), locate the Suffix Control tab.
6. The “Suffix Control – Add/Remove Type” interface will be available, similar to the “Adding a Suffix to a Type” method.
7. Manage available and selected suffixes using the arrow codes, Add All, and Remove All buttons.
8. Click Save to apply changes.