Changing a Reference Piece in the Reference Files

Note:  The following steps are for changing a reference piece, excluding a fund, in the Reference Files; to change a fund, follow the correct instructions within the Changing a Fund topic.

Note:  If the reference piece number is used in an account number that is currently saved within the Crosswalk Account Numbers option, the system will not allow the number to be changed.

Note:  If the reference piece was changed to a new number (by clicking the Change button) or a new one was added (by clicking the Create New button), the applicable '0' level reference numbers are automatically created, if they do not already exist.  For example, if a reference piece number was changed to or created for 111, reference piece numbers 110 and 100 are automatically created (if 110 and 100 did not already exist).  The '0' level reference numbers are created with the Report Summary Usage Only field selected by default and using the number as both the number and the description; as in the example above, 110 is created with a description of 110 and 100 is created with a description of 100.  Edit the '0' level reference numbers at this time to define (change) the descriptions as needed.