Configure Delivery Channels/Cost (2)

Screen ID:	n/a	$images\2608g_shg.gif$
Screen Title:	Origin Cost Configuration File Maintenance
Panel ID:	2608
Tool Number:	246
		Click here to magnify

Access this screen by selecting an origin and choosing the Select option or by selecting Add (F6) from the Configure Delivery Channel/Costs screen.

Add or edit a delivery channel on this screen. Changing a description here does not alter how the origin code works; it simply allows you to define a description that uses your credit union’s own jargon, to be displayed in the following analysis tools:

The sort order defined here is used only by the “Sample Transactions by Delivery Channel” feature (see last link in the previous list). This allows you to put the origin codes you analyze the most at the top of the list to make them easy to access on that screen.

Tips for Setting Up Cost/Weight Factors

The cost/weight factors set here are a simplified way to assign a factor that can be used by various CU*BASE analysis tools. One factor is assigned per origin code, and that same factor is used for all of the different types of transactions that might occur within that origination point. For most credit unions, this is plenty of detail. If the default factors are not appropriate for your situation, simply adjust them, one origin code at a time, using this system.

Your credit union can take the analysis to the next level by assigning individual cost/weight factors for each individual transaction type. This summary program would allow you to set the standard factors for all origins, then you would flood these into the detail file and make adjustments to individual transactions there. If you make any changes to the cost/weight factors here, if the Automatically flood... flag is checked, when you exit the program CU*BASE will automatically copy the new cost/weight factors into the full detail Transaction Management/Analysis tool. The same cost will be used for all transaction types within the origin code, overriding any factors you may have entered.