Document Layout

The Agreement Special Instruction Code Maintenance document includes the Edit Agreement Special Instruction Code tab. The system automatically enters data into both the Old and New sections in this tab. Selected data fields are available for editing.

Edit Agreement Special Instruction Code tab definitions:

Title

Description

Agreement Special Instruction Code

Required when initiating a document; otherwise, display only. Identifies a set of donor instructions unique to a gift agreement.

Agreement Special Instruction Code Description

Required. The description for this set of agreement special instructions as defined by your institution.

Active Indicator

 

Indicates whether this agreement special instruction code is active or inactive. Remove the check mark to deactivate a code.

More:

Agreement Status Code