Contents
1. About this Manual 1-1
1.1 Introduction 1-1
1.2 Audience 1-1
1.3 Documentation Accessibility 1-1
1.4 Organization 1-1
1.5 Related Documents 1-1
1.6 Glossary of Icons 1-2
2. Product Definition 2-1
2.1 Introduction 2-1
2.1.1 Advantages of Defining a Product 2-1
2.2 Creating a Product 2-1
2.2.1 Identifying a Product with a Code and Description 2-2
2.2.2 Specifying the Product Type 2-3
2.2.3 Specifying the Product Group 2-3
2.2.4 Assigning a Slogan to a Product 2-3
2.2.5 Defining the Life Span of a Product 2-3
2.2.6 Adding your Remarks 2-3
2.2.7 Defining the Other Attributes of a Product 2-3
2.3 Identifying Interest Components for a Product 2-4
2.4 Identifying Charge Components for a Product 2-5
2.5 Identifying Tax Components for a Product 2-5
2.6 Associating the Fee Component with a product 2-5
2.7 Setting up Accounting Details for a Product 2-6
2.7.1 Identifying the Accounting Roles and Heads for a Product 2-7
2.7.2 Specifying Events and Accounting Entries 2-8
2.8 Specifying Branch, Currency, and Customer Restrictions 2-11
2.8.1 Specifying Product Preferences 2-11
2.8.2 Maintaining Branch and Currency Restrictions 2-13
2.8.3 Restricting Customers 2-15
2.9 Specifying MIS Details for a Product 2-17
2.10 User Defined Fields for a Product 2-18
2.11 Associating the discount accrual preferences 2-18
2.12 Status control of a product 2-19
2.13 Specifying accrual fee details of a product 2-19
2.14 Associating diary events of a product 2-21
2.15 Maintaining multi-level authorization of a contract 2-21
2.15.1 Product Transaction Limits maintenance 2-23
2.15.2 Role Limit Maintenance 2-25
2.15.3 User Limits Maintenance 2-25
2.16 Maintaining Financial Centre for Holiday Treatment 2-27
2.16.1 Maintaining List of Financial Centre 2-27
2.16.2 Maintaining Financial Centre for Holiday Treatment 2-28
3. Function ID Glossary 3-1