1.2.2 View Account Class

This topic describes the systematic instructions to view the list of configured account classes.

Specify User Name and Password, and login to Home screen.
  1. On Home screen, click Corporate Account Configurations. Under Corporate Account Configurations, click Account Class.
  2. Under Account Class and click View.
    The View screen displays.

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

    Table 1-10 View Account Class - Field Description

    Field Description
    Account Class Displays the class name.
    Description Displays the description of the class.
    Account Type Displays the type of account.
    Status Displays the status of the record.

    Click the menu icon on the tile to perform the following actions.

    • Unlock the maintenance parameter to make amendments.
    • Close the parameter maintenance.
    • View the details of that parameter maintenance.
    • Authorize the parameter maintenance depending on user rights.
    • Search for a particular parameter by clicking the search icon at the left corner of the section.
    • Change views by selecting the option from the right corner of the section. The two view options available are tile view and list view.
    • Click Audit to view the Maker, Checker, Status and Modification No.
    • Select the Error & Overrides option to view all existing errors or warnings on the page.