Help with Sub Activity Codes

Hi Everyone,

Asking for your guidance and expertise on the implementation / setup / configuration and use of Sub Activity Codes.

We are using them successfully for fee transactions (247-26-xyz). We would like to use and expand the same model to help delineate other transactions, such as 301-06-xyz – and need help understanding how to set that up; complexities, implications, ramifications, etc.

This would be relatively simple / straight forward configuration (rather than development)the Business could perform themselves in many of the other Enterprise systems I’ve worked with in the past. However, I am being told that it is very complex, requires coding, may impact the base record, etc. etc.

I feel like we are missing something or don’t know enough about this and request help sorting this out.

Thanks in advance,
Jim Golden

VP, Product Development

201-803-0562

tomheberlein

August 14, 2024 at 8:57 am

Jim,

The sub-activity code is limited to certain Activity History codes and functionality, such as the Fee transaction and accompanying Fee Activity. No base system functionality is available for the Miscellaneous Receipts and Disbursements transaction, T301. Historically, people would use the USAGE CDOE: TO or USAGE CODE: FROM options on the T301 to provide some differentiation between T301 transaction requests.

Tom Heberlein

jamesgoldenmutualofamericacom
August 26, 2024 at 8:24 am

Sincere thanks to Joey and Tom for your responses – and to Joey for the call. Super helpful and we really appreciate it!

Jim