44.3 Goal Category - Edit

This topic describes the systematic instruction to Goal Category - Edit screen.

Using Goal category edit option, System Administrator can modify the goal details at any time during the tenure of the goal. Administrator can edit Category Name, Expiry Date and Interest Rate fields.

To edit or update a goal category:

1. Navigate to one of the above paths.
   The Goal Category Maintenance screen appears.
2. Enter the search criteria, click Search.
   The search results appear on the Goal Category screen based on the search parameters.
3. Click the Category Name link of the record for which you want to view the goal category.
   The Goal Category - View screen appears.
4. Perform anyone of the following actions:
   • Click Edit to edit the goal category. The Goal Category Edit screen appears.
   • Click Cancel to cancel the transaction.
   • Click Cancel to cancel the transaction.

   Figure 44-5 Goal Category - Edit

   
   

   
   Description of "Figure 44-5 Goal Category - Edit"

   
   
5. Edit the required details.
6. Perform anyone of the following actions:
   • Click Save to update the changes.
   • Click Cancel to cancel the transaction.
   • Click Back to navigate to the previous screen.
7. Perform anyone of the following actions:
   • The Review screen appears. Verify the details, and click Confirm.
   • Click Cancel to cancel the transaction.
   • Click Back to navigate to the previous screen.

   The success message of updates appears.

8. Click OK to complete the transaction.