Administration (form) – Primacy customer support

This form is present as a tab on other Primacy Workplace forms. This tab keeps track of administrative information, such as when the business party was created or last updated.

This form applies to the following party types:

Clients (Company, Trust, Foundation, Fund, Partnership, Individual/Joint)
Contacts (Persons,Organizations)
Business Units
Master Institution
Financial Institutions (Banks, Brokers, Depository, Fund Manager)

Navigating the form

The following tables provide descriptions for the controls in this form.

Fields

Button	Description
Record ID	The record identification number.
Created by	The user who created this record.
Modified by	The last user to modify the details of this record.
Last client transaction	The date of the last transaction posted in the general ledger. (Applies to clients only).
Opened / activated on	The date the business party was opened.
Data source name	This field is populated by Primacy and is used during data migration processing.
Web access?	Yes if the client is registered for web access, otherwise No. (Applies to clients only).
Created on	The date this record was created.
Modified on	The date this record was last modified.
Last system transaction	The date of the last system generated transaction posted in the general ledger. (Applies to clients only).
Closed on	The date the business party was closed.
Data source key	This field is populated by Primacy and is used during data migration processing.
Reason closed	The reason this business party was closed.