Defining ZIP Code Associations

The Member Branch Assignment ZIP Code Associations window lets you define specific ZIP code ranges that are associated with specific branches to be considered for the automated branch change criteria. For example, if branch 003 is located in Florida, you would specify all the ZIP codes for Florida as the range for branch 003. The automated branch change occurs when you perform the Member Branch Assignment Transfers window. To use the Member Branch Assignment ZIP Code Associations window, the Automated Branch Change check box must be selected on the Credit Union Profile - Credit Union tab.

To access the Member Branch Assignment ZIP Code Associations window, on the Portico Explorer Bar, click General Operations in the Operations menu. On the General Operations menu bar, click Member Branch Assignment, point to Administration, then click ZIP Code Associations.

How do I? and Field Help

Use the Selection Criteria group box to display the ZIP codes for a specific branch, or display the list beginning with a specific country code or ZIP code range.

• Click the Limit Display by Branch down arrow to display the ZIP codes for a specific branch. Leave this field blank to display all the ZIP codes for all branches.
• In the Country field, enter the 2 character country code for the search criteria. Click here to view the list of country codes. For Canada, enter the province code in this field.
• To search by ZIP code range, enter the beginning ZIP code for the ZIP code range for the search criteria in the Beginning ZIP field. In the Ending ZIP field, enter the ending ZIP code for the ZIP code range for the search criteria. The ZIP code can be up to 9 numeric (10 alphanumeric if the address is foreign.)

Click Search to display the ZIP code associations based on the criteria specified in the Selection Criteria group box. Click Reset to clear the Selection Criteria group box.

In the ZIP Code Associations grid...

Column	Description
Delete	Select the Delete check box to delete a ZIP code association. Click the All button to select all the check boxes. Click the All button again to clear all the check boxes.
Country	The abbreviation for the country associated with the ZIP Code range. Click here to view the list of country codes. While this field is intended to be used for the country code, the system does not edit this field for valid country codes. For Canada, the province code will appear in this field. Length: 2 alphanumeric
Beginning ZIP	The beginning ZIP Code in the range associated with the specified branch. If you want to enter a single ZIP Code and associate it with a specific branch, you must type the ZIP Code in both the Beginning ZIP and the Ending ZIP fields. Length: 9 numeric (10 alphanumeric if the address is foreign.)
Ending ZIP	The ending ZIP Code in the range associated with the specified branch. If you want to enter a single ZIP Code and associate it with a specific branch, you must type the ZIP Code in both the Beginning ZIP and the Ending ZIP fields. Length: 9 numeric (10 alphanumeric if the address is foreign.)
Associated Branch	The credit union branch associated with the range of ZIP Codes. The Members Allowed check box must be selected in the Options section on the Credit Union Profile - Credit Union tab and the Allow Members in Branch check box must be selected in the EFT Options section on the Credit Union Profile - Self Service tab.

Click Add to add a ZIP code range to the branch assignment criteria. You can specify both United States and foreign ZIP Codes. Click the left and right arrows to scroll through the list.

Click Save to save the ZIP code associations.

Members are not allowed in branch 000 if your credit union uses branch accounting. If Y appears in the Member Activity field on the 140 Report Rules, the system will transfer the member to the branch where the most activity occurred if the member is not already in that branch. If Y appears in the Zip Codes field on the 140 Report Rules, the system will transfer the member to the branch associated with the ZIP code range when you perform the Member Branch Assignment Transfers window. If a member appears on the Member Branch Assignment Transfers window with a ZIP code that is not included in the ranges on the Member Branch Assignment ZIP Code Associations window, you can access the Member Branch Assignment ZIP Code Associations window and add the ZIP code range. The system will update the Member Branch Assignment Transfers window immediately, so that the member can be transferred to the proper branch.

The Excluded Branches group box list the branches specified on the 140 Report Rules that should be excluded from the Member Branch Change process. The branches listed will prevent any qualifying members from being moved from that branch. If a branch is specified in the Associated Branch field on Member Branch Assignment ZIP Code Associations window and the Exclude Branches field lists the branch as excluded, qualifying members can be moved into the excluded branch but cannot be moved out of the excluded branch. If you want to exclude members from moving into or out of a certain branch, list the branch in the Exclude Branches field on the 140 Report Rules, and do not list the branch in the Associated Branch field on the Member Branch Assignment ZIP Code Associations window.

General Ledger Effects: none | Related Reports: Branch Change Process Report 140

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