Breadcrumbs

KS-42236

These changes are created as Party Variations in Altus.

Change a Party’s name

works with approvals

Various name fields may be changed on a Party, depending on the type:

Individuals: title, first name, last name, middle names, suffix, known as, alternative name and salutation.

Organisations: organisation sub-type, organisation name, organisation legal name and salutation.

To change an aspect of a Party’s name:

  1. Find the Party and view the Party details (the default view).

  2. Click Variations on the right side of the horizontal navigation.

    Unknown Attachment

  3. Click Create Variation.

  4. Select Change Name from the Variations dropdown list.

  5. Edit the fields required for the change.

  6. Enter a Reason for the change.

  7. Click Save.

The change will be listed in the Variations log and cannot be deleted.

If your organisation is using approval workflows for this process, you will receive a workflow notification to advise that an approval request has been submitted for review.

Unknown Attachment

See also: Withdraw an approval request

Change a Party’s details

works with approvals

Individual Party personal details such as gender, date of birth, country of birth, country of citizenship, country of residence, resident type, marital status and method of correspondence can all be changed with this variation.

The Date of Birth field is required for an individual, so if adding other details, you will need it in order to save your change.

Organisation Party details can have principal country of business, country of residence for tax purposes and method of correspondence changed via this variation.

  1. Find the Party and view the Party details (the default view).

  2. Click Variations on the right side of the horizontal navigation.

    Unknown Attachment

  3. Click Create Variation.

  4. Select Change Party Details from the Variations dropdown list.

  5. Edit the fields required for the change.

  6. Enter a Reason for the change.

  7. Click Save.

The change will be listed in the Variations log and cannot be deleted.

If your organisation is using approval workflows for this process, you will receive a workflow notification to advise that an approval request has been submitted for review.

Unknown Attachment

See also: Withdraw an approval request

Change a Party Number

works with approvals

A Party Number should be unique, however, sometimes importing or merging legacy data can create duplicates. In these cases, one of the duplicates should be changed.

NB. Change a Party Number is only available for individual parties, not organisations.

  1. Find the Party and view the Party details (the default view).

  2. Click Variations on the right side of the horizontal navigation.

    Unknown Attachment

  3. Click Create Variation.

  4. Select Change Party Number from the Variations dropdown list.

  5. Edit the existing Party Number, perhaps following your organisation’s format for these.

  6. Enter an ABA (Australian Bankers Association) Lodgement Reference if you have one.

  7. Enter a Reason for the change.

  8. Click Save.

Unknown Attachment

The change will be listed in the Variations log and cannot be deleted. The altered party number will appear in the Party Details as the Alternative Number. Subsequent changes can also be made.

Unknown Attachment

If your organisation is using approval workflows for this process, you will receive a workflow notification to advise that an approval request has been submitted for review.

Unknown Attachment

See also: Withdraw an approval request


Approval workflows may be used with these variations.