Viewing the Promise List

The Promise List dialog box lists all the promises associated to accounts in and out of Collections. To access the Promise List dialog box, on the top menu bar, click View, then click Promise List.

How do I? and Field Help

You can search for promises by status, member number, begin date and/or end date. You can sort the promise list by the column heading and you can export the information to Microsoft Excel.

Promises added today cannot be viewed on the Promise List dialog box until tomorrow.

To display the list of promises by status code, click the Status Code down arrow to select the promise status. You can set up your credit union-defined statuses on the Promise Status - List window. 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)

To display the list of promises by member number, enter the member account number in the Member Number field (Length: 12 numeric).

To display the list of promises by the date the promise will begin, click the Begin Date down arrow to select the date from the pop-up calendar or enter the date in MM/DD/YYYY format.

To display the list of promises by the date the promise will end, click the End Date down arrow to select the date from the pop-up calendar or enter the date in MM/DD/YYYY format.

Click Search to display the accounts assigned to the collection officer. Click Reset to clear the fields in the Selection Criteria group box.

Click More to view additional promise records. New promises and updates to existing promises will appear on the Promise List dialog box on the following day. Click the Export icon to export the grid contents to Microsoft Excel.

Column Heading	Description
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
Member Number	The member number associated with the promise. Length: 12 numeric
Share/Loan Number	The account ID (share type, loan note number or the last seven digits of a member's credit card number) associated with the promise. Length: 7 numeric
Begin Date	The date the promise will begin. System default is the current date.
End Date	The date the promise will end.
Amount	The amount the member promises to pay on the loan or deposit in the share account. Length: 12 numeric including decimal
Last Maint Date	The last date that the promise was maintained.
Last Maint User	The user ID of the user that maintained the promise.
Status Description	The promise status description. 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.
Details	Click the Details icon to display the Promise Detail dialog box.

Click Cancel to close the dialog box.

The following security permissions and security groups control access to the Promise List dialog box. Users must be assigned to one of the following pre-defined security groups or you can create your own security groups. You can add these permissions to a credit union-defined security group using the Security Group Permissions – Update window.

Permissions	Security Groups
MbrInfo - Promise List – View Only Allows you to view the Promise List dialog box	Teller - Basic Teller - Advanced Member Services - User
MbrInfo - Promise List – Maintain Allows you to maintain the promise on the Promise Detail dialog box for the account	Teller - Advanced Member Services - User

General Ledger Effects: none | Related Reports: none