Op Code and Group Already Exist:
Go to the Op Codes worksheet, find the operation code, click on the adjacent cell in column Group #1. From the list, select the group.
New Operation Group:
If the operation code will become part of a new operation group, start by going to the Advisor Sales worksheet. Find the next available green cell and type in the name of the group. To ensure the new group displays on all sheets, determine the number of groups, then go to the Setup worksheet cell A40 and change as needed. Finish by linking the op code to the group as above.
New Op Code:
If it is a new operation code and you have added only a few operation codes, then go to Op Codes worksheet, to the bottom of the list and type in the code and the description, then link it to the group as above. Click the Sort Operation Codes button to resort all the codes.
If you added many operation codes, then Reynolds and CDK dealers need to run the ACPS Op Codes report. When finished, click the Merge Operations from DMS to import the new codes and then proceed to link them as above.