Corporate Owner

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The Corporate Owner screen is used to add or update an owner record for a corporation.

Add Corporate Owner screen

Edit Corporate Owner screen

Screen Access

To add a new corporate owner:

Display the Corporate Parent screen > Below the Corporate Owners data grid, click Add.

To edit a corporate owner:

Display the Corporate Parent screen > Select a record in the Corporate Owners data grid > Click the Edit button.

Interface Initialization

Upon initial display of the screen, the following occurs:

The OK button is visible and enabled as the default.

The Cancel button is visible and enabled as the default.

In Add mode:

The title bar text is set to "Add Corporate Owner".

The Lookup button is visible and enabled.

The editable data grid is initially blank.

All other data controls are enabled and blank.

In Edit mode:

The title bar text is set to "Edit Corporate Owner".

All data controls are enabled and display the previously saved values.

The Lookup button is not visible.

Screen Elements

Unless otherwise stated below, all controls on the Corporate Owner screen are visible and enabled when:

The screen is displayed in Add mode.

The screen is displayed in Edit mode.

If one or more special conditions exist that affect a control on the Corporate Owner screen, the condition(s) are documented for that specific control below.

Lookup button

Click the Lookup button to look up an existing corporate contact.

If the same contact is added twice, only one record for the contact displays in the data grid.

The Contact Lookup screen displays when the button is clicked.

The control is visible and enabled when:

The screen is displayed in Edit mode.

It has a mnemonic of "L".

Salutation drop-down list box

Select the salutation (For example, Mr., Mrs., Miss, Ms., Dr., and so on.) in the Salutation drop-down list box.

The list is populated with data from the Description column of the Reference Dictionary table where the category column value equals "Salutation".

Title drop-down list box

Select the title in the Title drop-down list box.

The list is populated with data from the Description column of the Reference Dictionary table where the category column value equals "VndTitle".

First Name text box

Enter the first name in the First Name text box.

The text box allows the entry of alphabetic and special characters. Numeric characters are not allowed. Special characters are limited to the following: period (.), hyphen (-), apostrophe ('), and comma (,). The maximum number of characters that can be entered in the text box is twenty (20) characters.

Last Name text box

Enter the last name in the Last Name text box.

The text box allows the entry of alphabetic and special characters. Numeric characters are not allowed. Special characters are limited to the following: period (.), hyphen (-), apostrophe ('), and comma (,). The maximum size of the text box is twenty-five (25) characters.

Date of Birth calendar control

Select or enter the date on which the person was born in the Date of Birth calendar control.

Social Security Number masked edit box

Enter the participant's Social Security Number in the Social Security Number masked edit box.

The masked edit box allows the entry of numeric characters only. Alphabetic and special characters are not allowed. The mask for the masked edit box is "###-##-####" to allow the entry of a nine-character Social Security Number. A partial entry is not allowed. If any part of the Social Security Number is entered, a complete nine-character Social Security Number is required. The maximum number of characters that can be entered in the masked edit box is nine (9) characters.

Telephone masked edit box

Enter the complete ten-character telephone number in the Telephone masked edit box.

The masked edit box allows the entry of numeric characters only. Alphabetic and special characters are not allowed. The mask for the masked edit box is "###-###-####" to allow the entry of a three-character area code and seven-character telephone number. A partial entry is not allowed. If any part of the telephone number is entered, a complete ten-character telephone number is required. The maximum number of characters that can be entered in the masked edit box is ten (10) characters.

E-mail text box

Enter the e-mail address in the E-mail text box.

The text box allows the entry of alphabetic, numeric, and special characters. Only one at sign (@) is allowed. Any character can be entered before the at sign (@). After the at sign (@), the domain name is limited to alphabetic, numeric, and special characters. Special characters are limited to the following: hyphen (-) and period (.). The maximum number of characters that can be entered in the text box is one-hundred (100) characters. An e-mail address is considered valid when it includes at least once character before the at sign (@), and at least one character after the at sign (@) followed by a period and two (2) to four (4) alphabetic characters.

Date Associated calendar control

Select or enter the date on which the owner became associated with the corporation in the Date Associated calendar control.

The date selected or entered must be less than or equal to the current system date. If it is not, a standard error message (E0008) displays when the screen is processed.

The Date Associated must be less than or equal to the Date Disassociated. If it is not, a standard error message (E0187) displays when the screen is processed.

Date Disassociated calendar control

Select or enter the date on which the owner became disassociated with the corporation in the Date Disassociated calendar control.

The date selected or entered must be greater than or equal to the current system date. If it is not, a standard error message (E0010) displays when the screen is processed.

The Date Disassociated must be greater than or equal to the Date Associated. If it is not, a standard error message (E0188) displays when the screen is processed.

Percent Owned masked edit box

Enter the total percentage of the corporation owned by the owner in the Percent Owned masked edit box.

The masked edit box allows the entry of numeric characters only. Alphabetic and special characters are not allowed. The mask for the masked edit box is "###.##" to allow the entry of percentages from 0 to 100. Half percentages are allowed, but the percentage entered cannot exceed 100%. The maximum number of characters that can be entered in the masked edit box is three (3) characters plus two (2) decimal characters.

The percent owned value must be between zero (0) and one hundred (100). If it is not, when the screen is processed the system displays the E0062 standard error message.

Addresses editable data grid

View or update the information in the Addresses editable data grid.

This editable data grid contains each address that has been recorded. The title text of the editable data grid is set to "Addresses". The editable data grid contains a row for each address record that currently exists within the database and is associated with the current record.

The data grid consists of the following control(s):

Edit column

This column contains a button for each record displayed within the editable data grid. Click this button to edit the record currently selected in the editable data grid.

It does not have a mnemonic.

The Address screen displays when the button is clicked.

Type column

This column displays the the alert type of "Household" or "Individual" for each record displayed within the data grid.

The title of the column is set to "Type". The information displayed within the column is read-only.

Address 1 column

This column displays the first line of the address for each record displayed within the data grid. This is the primary street address information.

The title of the column is set to "Address 1". The information displayed within the column is read-only.

Address 2 column

This column displays the second line of the address for each record displayed within the data grid. This is any additional street address information (such as a suite number, an apartment number, etc.).

The title of the column is set to "Address 2". The information displayed within the column is read-only.

City column

This column displays the name of the city for each record displayed within the data grid.

The title of the column is set to "City". The information displayed within the column is read-only.

State column

This column displays the two-character state abbreviation for each record displayed within the data grid.

The title of the column is set to "State". The information displayed within the column is read-only.

ZIP column

This column displays the five- or nine-character code for the postal zone for each record displayed within the data grid. The value is displayed in "#####-####" format.

The title of the column is set to "ZIP". The information displayed within the column is read-only.

OK button

Click the OK button to process the screen.

It is the default button for the screen, unless otherwise noted.

It does not have a mnemonic. Its keyboard shortcut is the Enter key.

The Corporate Parent screen displays when the button is clicked.

Cancel button

Click the Cancel button to close the screen without processing or saving data.

It does not have a mnemonic. Its keyboard shortcut is the Esc (escape) key.

The Corporate Parent screen displays when the button is clicked.

Processing

If data can be validated and saved on the screen, the following processes occur when the screen is processed:

A process to check for required controls as identified in the Data Map below is performed.
A process to check for valid entries as identified individually for each applicable control in Screen Elements above is performed.
A process to check for edits and cross edits as identified for each applicable control in Screen Elements above is performed.
If any checks or processes fail, a standard error message displays.

If no data can be validated and saved on the screen:

No cross edits are performed.
All values are considered legitimate.
No data is written to the database.

Data Map

The Data Map defines the values saved for all controls on the screen. If available, any additional notes or comments are displayed in the Notes column.

Control Label	Control Type	Table. Column	Notes
+Salutation	drop-down list box	Contact.Salutation	·
+Title	drop-down list box	ContactCrossRef.TitleCd	·
~+First Name	text box	Contact.FirstName	·
~+Last Name	text box	Contact.LastName	·
+Date of Birth	calendar control	Contact.DateOfBirth	·
+Social Security Number	masked edit box	Contact.SSN	·
+Telephone	masked edit box	Contact.Telephone	·
+E-mail	text box	Contact.EmailAddress1	·
+Date Associated	calendar control	ContactCrossRef.DateAssociated	·
+Date Disassociated	calendar control	ContactCrossRef.DateDisassociated	·
~+Percent Owned	masked edit box	ContactCrossRef.PercentageOfType	·
Addresses	data grid label	·	·
Type	column	AddressCrossRef.AddressType	·
Address 1	column	Address.Address1	·
Address 2	column	Address.Address2	·
City	column	Address.City	·
State	column	Address.StateCd	·
ZIP	column	Address.ZipCode	·

~ Denotes a required control (if applicable). The process that checks for required controls does not occur on screens displayed in read-only or Details mode.

+ Denotes data written to the database when screen processing occurs (if applicable). The process that writes data to the database does not occur on screens displayed in read-only or Details mode.

Software Version: 2.40.00