R-Desktop : Adding and Maintaining Client Information (CIF) : Viewing Transaction Details : Viewing Transactions for a Specific Investment : Demand Transaction Detail
Demand Transaction Detail
RDSP tab
The RDSP Details dialog opens when the RDSP Details tab is clicked on the Demand Transaction Detail screen for RDSP contribution deposits, any contribution corrections or grant deposits.
The dialog displays summary information related to a specific contribution deposit, financial corrections processed for the contribution deposit and some corrections processed for the other issuer historical contribution deposits. Non-financial corrections to PCG information will be tracked on the RDSP Contribution Details dialog, which is opened by clicking the Select button under the ACTION column on this dialog.
All display only fields will be updated accordingly during the outbound and inbound file posting process.
1. For a contribution transaction, click the Select button to open the RDSP Contribution Details dialog where modifications can be made. See the next section for details.
Note: 
Not available for grant deposit transactions.
RDSP Contribution Details
This dialog allows the default grant request indicator specified for the RDSP beneficiary to be modified on the individual contribution deposits and transactions prior to sending the outbound file to ESDC.
Options are also available to send updated PCG information or process a contribution correction. A tracking table indicates when PCG changes have been sent for the specific contribution.
Entries on the Primary Caregiver Correction Log table will not be operator entered or modifiable. They will be created when the Final outbound file is created only (not the Preview) and will display the ESDC status of the 401-02 record type.
The following table describes the functionality available in this dialog.
Item
Type
Description
Request Grant
check box
Always enabled when the contribution deposit does not have an ESDC status of Sent or Accepted.
The selection of the check box is only applicable for the specific contribution deposit transactions and will not update the request grant check box on the Beneficiary RDSP Information screen.
The check box will be set to the request grant option selected for the specific contribution deposit and will greyed out if contribution has a status of Sent or Accepted.
Update PCG
check box
Always enabled. If the correction transaction does not pass internal outbound validation on this option, and does not get sent in the Final file to ESDC, the check box will remain selected and continue to be displayed on the RDSP Outbound Transaction Error report until the information is corrected and the transaction is sent to ESDC, or the check box is cleared.
Correction
check box
When the check box is clear, the contribution deposit transaction will generate a 401-01 Contribution record type in the RDSP outbound file.
When the check box is selected, the contribution deposit transaction will generate a 401-02 record type with the new amount or grant request change in the RDSP outbound file.
If the transaction does not get sent as a 401-02 record type, then the check box will clear after the Final outbound file has been generated.
Original Txn No.
text
Enabled and required when the Correction check box is selected.
When the field is enabled, the operator will be able to enter the R•Broker assigned transaction number of the contribution deposit transaction that is to be corrected. This will be the txn # on the Transaction Details screen in the Status/Txn# field.
If the transaction does not get sent as a 401-02 record type, then the field will clear after the Final outbound file has been generated.
OK
button
Saves changes and closes the dialog.
Cancel
button
Closes the dialog without saving changes.