Transaction Cost Weight Factors

Screen ID:  Screen Title:  Panel Number:

UREGDC-01 Transaction Cost/Weight Factors 2703

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Access this by selecting the Transaction Cost/Weight Factors by Origin/Dividend/Application button or the Configure Transaction Cost/Weigh Factors button from theTransaction Management and Analysis screen.

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When the screen first appears, items will be listed in order by Transaction Code. Use the Application Type field at the top to display transactions for any of the following product categories:

• SH - Share

• SD - Share Draft/Checking

• TX - Tax/Escrow

• CD - Certificate

• IR - IRA

• LN - Closed-End Loan

• OC - Open Credit Loan (LOC)

Use the Cost column to enter any system of costs, ratings, or other “weight” factors that you would like to use to compare the relative value of one transaction to another. This could be an actual calculated cost to the credit union for performing the transaction, or just a simple rating system (000.001=lowest cost, 000.100=highest cost, etc.) or any other measurement system.

Buttons

Button	Description
Sort by Origin (F11)	Since the value of transactions may be similar depending on origination point, use this to change the sort order to sort by Origin. This lookup uses the REGDORG file with SYSCTL for the description names.