Loans > Loan Screens > Inter-Office Move Screen

The list view at the bottom of the Inter-Office Move screen displays information about all accounts designated for an inter-office move using the Selection Criteria field group.

Once all necessary accounts are added to this list view and and <Move> (in the the Apply Inter-Office Loan Move(s) field group) is clicked, any error messages involved with the move will appear in the Message column.

Information in this list view can edited, deleted, printed, or exported and viewed by right-clicking in the list. See Right-Click Functionality in the CIM GOLD User's Guide for more information.

After the move is performed, the “old” Account will remain in the old branch but will be identified as released. The system also places a Hold Code 39 (No annual statement or reported to IRS) and an Action Code 104 (Loan released—awaiting deconvert), as well as the an Action Date of the date of move, on the old account number.

Records moved in addition to the Loan Record are as follows:

CFLN, FPNT, FPML, CFDH, CFLI, CFLM, CFLT, CFPO, CSOT, CSPP, CSSI, F2QH, F2VN, FPAC, FPAD, FPAV, FPBK, FPBU, FPC0, FPC1, FPC3, FPFC, FPF1, FPFO, FPIL, FPIN, FPIP, FPL1, FPLA, FPLH, FPLS, FPLX, FPMB, FPMR, FPNI, FPNP, FPP5, FPPI, FPPL, FPPN, FPQA, FPQI, FPQP, FPRB, FPRD, FPSR, FPUF, FPVR, FPAU, CSRE, FPBF, FPBN, FPBY, FPHH, FPHL, FPL3, FPVH, FPVD, FPCK, FPDX, FPPN.