Edit a Deposit

Existing deposits can be edited.

PREREQUISITES:

  • The Deposit security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.
  1. From the home page, click PLL and click Deposit.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. Select the deposit you want to edit.

  1. On the Deposit Details panel, make any changes needed.

The Effective Date can be updated and additional Effective Dates can be added.

  1. Select a new Effective Date from the drop-down list, then click Update by Effective Date.

NOTE: Admin automatically saves the changes you make. A notification pops up at the bottom to verify changes have been saved.

  1. Click Add New Effective Date.

  1. Click the calendar icon next to the Effective Date field to select when the deposit will take effect.
  1. Enter the amount of the deposit in the Amount field.

  1. Click Save.