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Securities

The Securities table is a secondary table whose rows may be attached either to a Gift or Dues Transaction row. When the Securities information is displayed, it is incorporated into the information in the Long display of the primary row. When the primary row is created and the Tender Type of Securities is chosen, the system will offer the Securities table input form so that the additional details regarding the receipt of the certificates, and the subsequent sale of the stocks or bonds.

When a constituent makes a donation in the form of stock or bond certificates, it is often the case that the certificates are actually received at a different time than the notification of the donation. This also means that the value of the donation at the time of announcement may be different than at the time of its receipt and also different from the value at the time of sale. While the primary Gift or Dues Transaction row may track the value of the donation at the time that the constituent makes the commitment from a fundraising perspective, the information in the Securities table also tracks the information on the transfer, providing the details that may be required by the business office.

Fields in this table allow you to track the brokerage company and representative who handled the sale, along with the dates and actual value of the transfer.

Each Gift or Dues Transaction row may have multiple attached Securities rows, in combination with any other secondary rows (unless the transaction has a Type of Credit.) If you choose to add additional Securities rows, you may do this from two places. The first is, while you are currently inserting a Gift or Dues row with a Tender of Securities, the first Securities row will appear allowing you to insert the information for the first Securities row, then while you are on the present Securities screen, you will need to check the box stating Multiple Securities. When this box is checked, you will be prompted with another Securities row to Insert. You may continue to do this until the Securities information has been fulfilled. When you no longer need additional Securities rows to appear, simply leave the Multiple Securities check box unchecked as it will insert the row you are currently on. The second is, after the Gift or Dues row with a Tender of Securities has been inserted you may use the Transactions menu item from the Edit Menu (fly-over menu) and select Add Securities. This will display the Securities insert form where you can add one row or multiple rows as mentioned above. It is important to note that the value of the securities (stocks) can change between the time of donation and the time when they are sold. Most times the amount the donor expects is recorded but may not add up to the actual amount received. Not requiring the securities to add up to the original gift amount allows the flexibility to record the donation as needed. Meaning that the system allows you to enter in an amount of the securities greater than the original gift amount.

If a Securities row exists and you edit the transaction to a different Tender type, the Securities row is automatically deleted. If the new Tender Type is Credit Card or Gift in Kind, you will be prompted to create a new row of the corresponding type.
If a Securities row is linked to a transaction that is subsequently journaled, a flag is automatically set on the Securities row (secjrnlfl) so that such rows can be excluded from reports. The date of the journal is also added to the Securities row (secjrnldt).

Customize Securities Data Display and Maintenance Forms

Using Internet Explorer as your browser, log on to the system as a Millennium system administrator.
Access the Profiles version of the Custom Display Designer by using Millennium Explorer, Tools>Display Design>Profiles.
Click the Profiles item on the Navigation Tool Bar to access the Display Designer's context menu. Point to the Giving menu item and then click on the Securities item.
Click Display Type and click on the desired Display Type menu item (for example, Long or Short).
Utilize the Custom Display Designer's editing tools to make your customizations.
Click Save to save and apply your changes.

(Refer to the Custom Display Designer topic for complete instructions on customizing display and maintenance forms.)

Securities Field Descriptions

Securities data is stored in the securities data table. The following fields are included. The field labels and non-displaying designations that are listed here are those that the system uses by default. If you wish to override these default settings, you must customize your display definition.

Note: Custom fields are included in the data table, and are available for any purpose that you want to define. These fields are not shown on the standard Display or standard Data Maintenance forms. If you want to make use of one or more of the custom fields, use the Custom Display Designer to edit the standard Display and Data Maintenance forms.

Field Name Field Label	Lookup Table	Type SQL/Oracle Length [Default] {Check}	Description
seckey non-displaying	none	numeric/number 13,0	The primary key field for all rows in all tables. This field holds a permanent "time stamp" of the precise time and date the row was created. This uniquely identifies a row within the table. (system field)
secid non-displaying	none	char 10	This field holds the ID number of the constituent who owns this row, providing a link between this row and all others in all other tables which also belong to the same constituent. (system field)
secdoc non-displaying	none	char 1 ['N']	This field holds a Y/N flag to indicate the existence of a linked document for this row. (system field)
secdate no label	none	datetime/date [getdate()]	The date that this Securities row was last updated. This field is automatically entered by the system. (system field)
secuserid no label	none	varchar/varchar2 30 [suser_sname()]	The User ID of the operator that last edited this Securities row. It is automatically entered by the system. (system field)
secugroup non-displaying	none	char 1 ['Z']	This field holds the Group letter that was associated with the User ID of the operator who last edited this row. (system field)
secticker Ticker	none	char 10	This field holds a copy of the stock Ticker symbol for this security.
sectype Securities	none	char 60	This field holds the name and/or description of the securities.
secpar Par Value	none	numeric/number 17,5 [0]	This field is intended to hold the par value of the securities.
secshares Shares	none	numeric/number 15,5	This field holds the number of shares of stock involved.
secrcvdt Rec'd Date	none	datetime/date	This field holds the date that the certificates were received.
sectransdt Transferred on	none	datetime/date	This field holds the date that ownership of the certificates was transferred.
secamount Value	none	money/number (19,4)/(16,2) [0]	This field is intended to contain the total value of the sale of all shares.
secbroker Broker	none	char 60	This field contains the name of the brokerage firm that handled the sale of the stock.
seccontact Contact	none	char 60	This is the name of the contact person or representative of the brokerage firm who handled the transfer.
secconpnum Contact Phone #	none	char 30	This is the phone number for the contact person who handled the sale of the stock.
secdispos Disposition	none	char 255	This is a free text description of the disposition of the stock.
secrcvd Received?	none	char 1 ['N'] {'Y' or 'N'}	This is a flag signaling whether the stock has or has not been received by your institution.
seclinkfil non-displaying	none	char 2	This field holds a copy of the file (table) number of the primary row to which this Securities row is attached. (system field)
seclinkkey non-displaying	none	numeric/number 13,0 [0]	This field holds a copy of the key field from the primary row to which it is attached. (system field)
secsource non-displaying	Source	char 6 [' ']	The source for the information in this row.
secpoint non-displaying	none	numeric/number 10,0	This system-assigned field is no longer used or supported. (system field)
seccrdate non-displaying	none	datetime/date [getdate()]	The date that the row was created. (system field)
secfnum non-displaying	none	char 2 ['31'] {'31'}	The file (table) number for the Securities table. (system field)
seccomm no label	none	varchar/varchar2 4000	A free text Comment that may be entered and displayed with this row only.
secdate1	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
secdate2	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
secmny1	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
secmny2	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
secnum1	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
secnum2	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
secyesno	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
seclook1	Securities Lookup1	char 6	This custom field may be defined and used by your institution to track any lookup table driven information associated with this data row.
seclook2	Securities Lookup2	char 6	This custom field may be defined and used by your institution to track any lookup table driven information associated with this data row.
seclook3	Securities Lookup3	char 6	This custom field may be defined and used by your institution to track any lookup table driven information associated with this data row.
sectext	none	varchar/varchar2 255	This custom field may be defined and used by your institution to track any free text information you want to associate with this data row.
secjrnlfl non-displaying	none	char 1 ['N'] {'Y' or 'N'}	This system-generated field is a flag indicating whether the transaction to which this data row is linked has ('Y') or has not ('N') been journaled. (system field)
secjrnldt non-displaying	none	datetime/date	This system-generated field is used to hold the date on which the transaction to which this data row is linked was journaled (if ever). (system field)
secdate3	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
secdate4	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
secdate5	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
secdate6	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
secdate7	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
secdate8	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
secdate9	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
secdte10	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
secdte11	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
secdte12	none	datetime/date	This custom field may be defined and used by your institution to track any date information associated with this data row.
secmny3	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
secmny4	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
secmny5	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
secmny6	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
secmny7	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
secmny8	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
secmny9	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
secmny10	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
secmny11	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
secmny12	none	money/number (19,4)/(16,2)	This custom field may be defined and used by your institution to track any monetary information associated with this data row.
secnum3	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
secnum4	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
secnum5	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
secnum6	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
secnum7	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
secnum8	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
secnum9	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
secnum10	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
secnum11	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
secnum12	none	numeric/number 10, 0	This custom field may be defined and used by your institution to track any numeric information associated with this data row.
secchk1	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
secchk2	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
secchk3	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
secchk4	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
secchk5	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
secchk6	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
secchk7	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
secchk8	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
secchk9	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
secchk10	none	char 1 ['N'] {'N' or 'Y'}	This custom field may be defined and used by your institution to flag this data row for any purpose.
sectxt1	none	varchar/varchar2 255	This custom field may be defined and used by your institution to track any free text information you want to associate with this data row.
sectxt2	none	varchar/varchar2 255	This custom field may be defined and used by your institution to track any free text information you want to associate with this data row.
sectxt3	none	varchar/varchar2 255	This custom field may be defined and used by your institution to track any free text information you want to associate with this data row.
sectxt4	none	varchar/varchar2 255	This custom field may be defined and used by your institution to track any free text information you want to associate with this data row.
sectxt5	none	varchar/varchar2 255	This custom field may be defined and used by your institution to track any free text information you want to associate with this data row.

Indices - Securities

Index	Primary	Foreign	Unique	Fields	Sort
pk_securities	Y		Y	seckey	ASC
sec01				secid	ASC
sec02				seclinkfil seclinkkey	ASC

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