Entering a Transaction with Multiple Securities

To enter a transaction with multiple securities rows:

1. In the New Gift form, select a securities tender type (where tms_payment_type.tender_type = S).

2. Scroll to the bottom of the New Gift page to display the Tender Details and Securities Detail forms.

3. Enter the Tender information in the Tender Details form.

4. Enter the securities information in the Securities Details form.

5. Click Save. After you save the transaction, a Securities hyperlink appears in the Gift Details form. Selecting this hyperlink takes you to the Securities application, where you can enter additional security records for the transaction. This link only appears when a securities tender type (where tms_payment_type.tender_type = ‘S’) is selected.

6. Scroll up to the Gift Details form.

7. Click the Securities hyperlink.

8. When the Securities application appears, click New in the Securities form header to add a new row. The securities information you added on the Gift Summary page will automatically appear.

9. Enter information as necessary.

10. Click Save.

11. Click the appropriate hyperlink or Page Tree item to complete entry of the transaction.

Click here for a list of field descriptions.