3.2.1 Account Amendment

This topic describes the systematic instructions to search and to amend an account.

Specify User Name and Password, and login to Home screen.

1. On Home screen, click Corporate Account Services.
2. Under Corporate Account Services, click Account Amendment or specify Account Amendment in the Menu Item Search bar and select the screen.
   The Account Amendment pane displays.

   Figure 3-2 Account Amendment

   
   

   
   Description of "Figure 3-2 Account Amendment"

   
   
3. Specify the fields on the screen.

   For more information on fields, refer to the field description table below.

   Table 3-2 Account Amendment - Field Description

   Field	Description
   Customer Number	Specify the CIF number of the customer account to amend from the drop-down list.
   Customer Name	The customer’s name is displayed.
   Account Category	Specify the account category which comprises of account classes from the drop-down list.
   Description	Displays the description of the account category.
   Currency	Specify the currency of the customer account from the drop-down list.
   Currency Description	Displays the description of the currency.
   Account Number	Enter the Account Number or click the search icon to view the Account Number pop-up window. By default, this window lists all the Account Numbers present in the system. You can search for a specific Account Number by providing your Customer ID, Account Number, or Account Name and clicking the Fetch button.

4. Click Search.