Tracking Action/Note Codes
This program is used to setup tracking codes for use in unlocking a read only tenant file or to add a tracking item.
Tracking Codes can also be associated with a merge letter or form which will generate a tracking item when printed for the tenant. Tracking Codes may also be associate with a Legal Status Code. This will update the Legal Charge/Legal Status area on the Accounting tab when used.
NAVIGATION: MAINTAIN menu > Event Tables > Tracking Codes
- Code: Enter a new unique code for a tracking item or select an existing code to edit its description.
- Description: Enter or edit the description for the tracking code.
- Legal Status Update
- Select a Legal Status Code to link to a Tracking Code; leave blank if no legal status update is to occur when the tracking code is used for a tenant.
- Legal Status Codes are used to turn off one or both of the following:
- Late Charges
- Notify Cash Receipt
- When a Tracking Code that has been tied to a Legal Status Update option is used, the Legal Charge/Legal Status area on the Accounting tab in the Tenant Master will be updated with the Status Code, Status Date and Late Charge Exemption if applicable.
- Click SAVE
- To print a list of the codes setup in the system, see Tracking Action/Note Code Listing
8/2023