Master and Mail Code Setups and Changes
Payee Mail Code Change (PCHGMC)
The PCHGMC screen is used to make changes to the mail code information for a payee already in TINS. Based on the user’s Line 1 entry, the PCHGMC screen may include a recall step before the payee master information is displayed for updates.
If the payee was initially set up with an SSN or ITIN, the assigned 7 TIN is required to make changes to the TIN already on file. See the Payee Number Matrix.
Access
Access PCHGMC through the TINS Update Menu (PYMENU) screen or Line 1 Entry.
Screen Example (PCHGMC Recall)
PCHGMC MM/DD/YY
PAYEE MAIL CODE CHANGE
PAYEE NUMBER: ___________ MAIL CODE: ___ INPUT SOURCE: XXX
PF3=QUIT PF12=PYMENU
ENTER TIN, Mail code, - PRESS ENTER
Screen Example (PCHGMC Mail Code on File)
PCHGMC MM/DD/YY
PAYEE MAIL CODE CHANGE
PAYEE NUMBER: 1XXXXXXXXX6 MAIL CODE: XXX SECURING SOURCE: XXX
NAME: PAYEE NAME________________________________________
LINE 1: DELIVERY ADDRESS__________________________________ ADDRESS IND: S
LINE 2: __________________________________________________
LINE 3: __________________________________________________
LINE 4: __________________________________________________
CITY: CITY______________ STATE: ST ZIP: 12345 - 1234 ZONE CODE: XXX
SIC CODE: 9999 SECURITY TYPE: TELEPHONE NUMBER:( ___ ) ___ - ____
EMPLOYING AGENCY ___ STATUS:
UNMASK TIN: _ HOLD BYPASS: _
COMMENTS: ___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
PF3=QUIT PF10=XTRN PF12=PYMENU
ENTER CHANGES - PRESS ENTER
Note: Some fields are auto-filled and protected from data entry.
Steps (PCHGMC):
-
Enter Option D from the PYMENU screen and press Enter
–OR–
Enter PCHGMC on Line 1 and press Enter.
If Line 1 is Entered… Then… Without a TIN or mail code TINS displays the Screen Example (PCHGMC Recall) Go to Step 2
With a valid 11-digit TIN (PCHGMS. XXXXXXXXXXX)
TINS displays the Screen Example (PCHGMC Mail Code on File) Go to Step 5
With a valid 11-digit TIN and valid mail code that is not secured (PCHGMC. XXXXXXXXXXX.XXX)
TINS displays the Screen Example (PCHGMC Mail Code on File) for the mail code desired Go to Step 5
With a valid 11-digit TIN and mail code where the mail code is secured by another agency TINS displays the message Mail Code Secured – Unauthorized Input Source – No Updates
See the
SECURING SOURCEfield on PYADDR screen to identify the securing agencyContact the agency that secured the mail code to request changes
With a valid 11-digit TIN and an invalid mail code TINS will display the message Mail Code for This TIN Not Found on File Research and enter the correct mail code
With a 10-digit TIN TINS displays the message TIN Must Be 11 Digits Research and enter the correct TIN
Note: Only TINS inquiry screens allow for a 10-digit TIN on Line 1.
With an invalid 11-digit TIN TINS displays the message Check Digit Is Incorrect for TIN/Hold Number With an 11-digit 2 TIN TINS displays the message TIN Must Begin With ‘7’ Research and enter the correct TIN
- PAYEE NUMBER: Enter the 11-digit TIN.
- MAIL CODE: Enter the three-digit mail code to be changed.
- INPUT SOURCE: Defaults to the user’s agency number and is a protected field.
- Press Enter. TINS displays the Screen Example (PCHGMC Mail Code on File).
- STATUS:
- If the Status is I for Inactive, see ACR 60094 before attempting any changes to the mail code.
- If the Status is A for Active, make the appropriate changes to the mail code.
Note: See Mail Code Security Levels for the appropriate
SECURITY TYPE. Agencies can change the Level from 0 to 1. The securing source agency can change the Security Level from 2 to 1 or 0 or from 1 to 0. - COMMENTS: Enter any information that may be helpful for a screen print.
Note: Comments are not permanently stored and cannot be accessed at a later time. You must make a screen print if you want to capture comments
- Press Enter.
- If error messages display, make the necessary corrections.
- Update Record? (Y/N) will display. Review the information to verify it is correct. Enter Y or N and press Enter:
- Y (Yes) if the information is correct
- N (No) if the information is not correct
Note: An entry of Y will display a successful update of the setup. An entry of N provides the opportunity to verify and re-enter the correct information.
PCHGMC MM/DD/YY PAYEE MAIL CODE CHANGE PAYEE NUMBER: 1XXXXXXXXX6 MAIL CODE: XXX SECURING SOURCE: XXX NAME: PAYEE NAME________________________________________ LINE 1: DELIVERY ADDRESS__________________________________ ADDRESS IND: S LINE 2: __________________________________________________ LINE 3: __________________________________________________ LINE 4: __________________________________________________ CITY: CITY______________ STATE: ST ZIP: 12345 - 1234 ZONE CODE: XXX SIC CODE: 9999 SECURITY TYPE: TELEPHONE NUMBER:( ___ ) ___ - ____ EMPLOYING AGENCY ___ STATUS: UNMASK TIN: _ HOLD BYPASS: _ COMMENTS: ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ UPDATE RECORD? (Y/N): Y PF12=PYMENU - If the mail code address is changed, TINS will attempt to validate and standardize the new address. See the Payee Mail Code Setup (PMCTUP) – Continuation from PMSTUP screen for details.
- A dialogue box displays at the bottom of the screen.
Screen Example (PCHGMC Processed)
PCHGMC. MM/DD/YY
PAYEE MAIL CODE CHANGE
PAYEE NUMBER: 1XXXXXXXXX6 MAIL CODE: XXX SECURING SOURCE: XXX
NAME: PAYEE NAME________________________________________
LINE 1: C/O BILLING DEPT__________________________________ ADDRESS IND: S
LINE 2: DELIVERY ADDRESS__________________________________
LINE 3: __________________________________________________
LINE 4: __________________________________________________
CITY: CITY_______________ STATE: ST ZIP: 12345 - 1234 ZONE CODE: XXX
SIC CODE: 9999 SECURITY TYPE: 1 TELEPHONE NUMBER:( ___ ) ___ - ____
EMPLOYING AGENCY ___ STATUS:
UNMASK TIN: _ HOLD BYPASS: _
COMMENTS: ___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
PAYEE NUMBER: 1XXXXXXXXX6
ENTER PF-3 PF-6 PF-7 PF-8 PF-9 PF-12
PCHGMC END PYADDR PMTHIS PMCTUP PMSTUP PYMENU
RECORD UPDATED
PAYEE NUMBER: Displays the 11-digit TIN.
DIRECTION MESSAGE KEYS: Displays direction message keys to navigate to other TINS screens. See Direction Message Keys for descriptions.
RECORD UPDATED: Indicates the successful processing of the mail code changes.