Defining Share Draft Default Return Codes

You can specify default return codes for share draft exceptions on the Draft Exception Code Defaults window. To display the Draft Exception Code Defaults window, click Customization within the Administration menu on the Portico Explorer Bar. On the Customization menu bar, click Lists, then click Share Draft Exception Processing. Click Draft Exception Code Defaults on the fly-out menu to access the Draft Exception Code Defaults window.

How do I? and Field Help

Only the return codes selected on the Draft Exception Codes – List window will appear in the Default Return Codes grid. The Draft Exception Code Defaults window will also display any customized descriptions created on the Draft Exception Codes – List window.

• Click the View All option to view all the exception codes.
• Click the View CU Defined option to view the credit union-defined exception codes.
• Click the View System Defined option to view the system-defined exception codes.
• Click the View Undefined Codes option to view the exception codes that do not have a corresponding return code.

Select the exception code to start the list with from the Exception Code drop-down list.

Click Search to display the exception codes. Click Reset to clear the search criteria.

You can customize the credit union-defined exception codes. Click the View CU Defined option, then click Search to view the credit union-defined exception codes. Click the Return Codes and Descriptions cell next to an exception code to display the down arrow. Then, click the down arrow to select a return code from the drop-down list. Select the Notice Default check box and/or Fee Default check box to define the Fee and Notice defaults on the Share Draft Exceptions Items window. Click Save to save the default return codes.

Column Heading	Description
Exception Codes and Descriptions	The exception codes that indicate the type of share draft exception.
Return Codes and Descriptions	Click the Return Codes and Descriptions cell next to an exception code to display the down arrow. Then, click the down arrow to select a return code from the drop-down list. Only the return codes selected on the Draft Exception Codes – List window will appear in the Default Return Codes grid.
Notice Default	Select the Notice Default check box to define the Notice defaults on the Share Draft Exceptions Items window.
Fee Default	Select the Fee Default check box to define the Fee defaults on the Share Draft Exceptions Items window.

To access the Draft Exception Code Defaults window, users must be assigned to the Operations – Share Draft – User, Portico - Customization – Administrator, or Portico - Customization - View Only security group or you can add these permissions to a credit union-defined security group using the Security Group Permissions – Update window.

• ShDraft – Lists – Share Draft Exception Processing – Menu Option
• ShDraft – Lists – Share Draft Exception Processing – Draft Exception Code Defaults – Menu Option
• ShDraft – Lists – Share Draft Exception Processing – Draft Exception Code Defaults – View Only
• ShDraft – Lists – Share Draft Exception Processing – Draft Exception Code Defaults – Maintain