To change existing suspense, you must:

• Find the owner, and the suspense records will be displayed.
• Holding down your control key lets you click on each suspense detail record you want to change.
• Use the Detail List button in the upper right-hand corner to see the Suspense Detail List for the owner.
• See multi-selection to learn how to utilize this feature.
• You can only change suspense with the same ownership percentages, products, and interests at one time.

Once all suspense is highlighted, right-click, and you will have 2 options: Change Suspense Code and Redistribute Suspense.

Changing a Suspense Code: The system will bring up a box for you to change the code. Select the Suspense Code you want to change and click OK to save.

Redistribute Suspense: Use the redistribute to move suspense to one or more owners independently of DOI changes. Enter the new owner(s), new suspense code, and percentage to redistribute. The total percentage must be 1.00 or a relative percent of the current suspense record NRI.

Click on the Redist button to make the change. If you are redistributing to multiple owners and the DOI has already been updated, you can click on the Import button to import the relative percentages from the DOI. This utility will also allow the suspense code to be changed to a U so that it can become escheatable.

NOTES:  

• The redistribute does not change the Division of Interest Percentages.
• Any outstanding billing will need to be handled separately. This is typically done through a journal entry between owner A/R accounts.