Adding a Promise

To add a promise to an account, complete the following fields:

Field	Description
Begin Date	The date the promise will begin. Click the down arrow to select the date from the pop-up calendar or enter the date in MM/DD/YYYY format. You can only change the begin date if the begin date is the current date or a date in the future. System default is the current date.
End Date	The date the promise will end. Click the down arrow to select the date from the pop-up calendar or enter the date in MM/DD/YYYY format. You can only change the end date if the end date is greater than the current date or a date in the future. If the current date is 7 days (or less) past the end date and the promise has a status of A-New Promise, N – Promise Not Met, P- Promise Partial or a credit union-defined status with a priority of 2, 4, or 6, the end date can be maintained. If the current date is 1 day past the end date and the promise has a status of X-Canceled or C-Promise Complete or a credit union-defined status with a priority of 8, the end date cannot be maintained. If the current date is 7 days (or greater) past the end date and the promise has any status (A-New Promise, C- Promise Complete, N – Promise Not Met, X- Promise Canceled or a credit union-defined status with a priority of 2, 4, 6, or 8, the end date cannot be maintained.
Promised Amount	The amount the member promises to pay on the loan or deposit in the share account. Length: 12 numeric including decimal
Comments	A user-defined comment about the promise. Length: 70 alphanumeric

Click Add to add the promise to the Promise Activity/History grid. The promise status will default to A-New Promise, but can be changed by clicking the down arrow and selecting a status. The Status column features 5 system-defined statuses and 4 credit union-defined statuses. The Last Pmt Amt and Last Pmt Date columns will default to blank, but can be maintained as needed.

Once the promise is added to the Promise Activity/History grid, click Save to save the promise. Click More to view additional promise records. Click the Export icon to export the grid contents to Microsoft Excel.

Column Heading	Description
Delete	Select the Delete check box and click Save to delete the promise.
Begin Date	The date the promise will begin. Click the down arrow to select the date from the pop-up calendar or enter the date in MM/DD/YYYY format. You can only change the begin date if the begin date is the current date or a date in the future.
End Date	The date the promise will end. Click the down arrow to select the date from the pop-up calendar or enter the date in MM/DD/YYYY format. You can only change the end date if the end date is greater than the current date or a date in the future. If the current date is 7 days (or less) past the end date and the promise has a status of A-New Promise, N – Promise Not Met, P- Promise Partial or a credit union-defined status with a priority of 2, 4, or 6, the end date can be maintained. If the current date is 1 day past the end date and the promise has a status of X-Canceled or C-Promise Complete or a credit union-defined status with a priority of 8, the end date cannot be maintained. If the current date is 7 days (or greater) past the end date and the promise has any status (A-New Promise, C- Promise Complete, N – Promise Not Met, X- Promise Canceled or a credit union-defined status with a priority of 2, 4, 6, or 8, the end date cannot be maintained.
Amount	The amount the member promises to pay on the loan or deposit in the share account. Length: 12 numeric including decimal
Status	Click the down arrow to select the promise status indicator. The valid values are: A - New Promise (blue solid) C - Promise Complete (green solid) P - Promise Partial (yellow solid) N - Promise Not Met (red solid) X - Canceled Credit union-defined status priority 2 (red with number) Credit union-defined status priority 4 (yellow with number) Credit union-defined status priority 6 (blue with number) Credit union-defined status priority 8 (green with number) You can set up your credit union-defined statuses on the Promise Status - List window. The promise indicator will appear in several locations within Portico: Tickler File grid Member Notifications and Alerts dialog box Account Listing grid on the Overview tab, Transactions tab and Adjustments tab Shares – Promise tab Loans – Promise tab
Last Pmt Amt	The payment amount on the loan or a deposit on the share account. This field must be manually updated. Length: 12 numeric including decimal
Last Pmt Date	The late date the member made a payment on the loan or a deposit in the share account. Click the down arrow to select the date from the pop-up calendar or enter the date in MM/DD/YYYY format. This field must be manually updated.
Details	Click the Details icon to display the Promise Detail dialog box.

Click the History icon button to display the financial transaction history for the account.