4.2.1 Create Legal Block

This topic describes the systematic instructions to create legal blocks.

Specify User Name and Password, and login to Home screen.
  1. On Home screen, click Corporate Account Transactions. Under Corporate Account Transactions, click Legal Block.
  2. Under Legal Block, click Create or specify Legal Block in the Menu Item Search bar and select the Create screen.
    The Create screen displays.
  3. Specify the fields on the screen.

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

    Table 4-3 Create Legal Block - Field Description

    Field Description
    Customer Number Specify the CIF number of the customer for whom the legal block is to be created from the drop-down list.
    Customer Name The customer name is displayed.
    Account Category Specify the account category which comprises of account classes from the drop-down list.
    Description The description of the account category is displayed.
    Currency Specify the currency of the customer account from the drop-down list.
    Currency Description The description of the currency is displayed.
    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 Customer ID, Account Number, or Account Name and clicking Fetch.
  4. Click Search.