58.1.7 File Identifier Maintenance – Edit

This topic describes the systematic instruction to File Identifier Maintenance – Edit option. Using this option the administrator can edit and update a file identifier.

To edit file identifier:

1. Navigate to one of the above paths.
   The File Identifier Maintenance screen appears.
2. Perform anyone of the following actions:
   • Click Search. The File Identifier Maintenance screen with search results appears.
   • Click Clear to clear the search parameters.
   • Click Cancel to cancel the transaction.
3. Click the file identifier record.
   The File Identifier Maintenance - View screen appears.
4. Click Edit to edit the file identifier mapping.
   The File Identifier Maintenance - Edit screen appears.

   Figure 58-9 File Identifier Maintenance - Edit

   
   

   
   Description of "Figure 58-9 File Identifier Maintenance - Edit"

   
   
5. Edit the required fields of file identifiers. E.g. Description, Maximum Number of Records, and Partial Processing Tolerance, Debit Account Number – if required.

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 58-8 File Identifier Maintenance - Edit - Field Description

   Field Name	Description
   Details	Information specified in the below fields is related to the selected file identifier.
   File Identifier	Unique code or name assigned as per party preferences for handling payment files.
   Description	Descriptions corresponding to the file upload code.
   File Template	Template mapped to the file identifier for processing the uploaded file.
   Maximum No of Records	Maximum Number of records permissible in the uploaded file.
   Partial Processing Tolerance (%)	The partial processing tolerance for a file (in percentage terms) Suppose, the user sets this value at 60% - this implies that if 60% or more, of the records in a file clear the Validation stage, then the file can go for further processing. If less than 60% of the records in a file clear the validation stage, then the file is rejected.
   Transaction Type	Type of transaction associated with the file identifier. The transaction type could be Bulk Bill Upload.
   Accounting Type	Indicates the accounting method applicable for the transaction.
   File Type	Indicates the structure of the uploaded file, such as Delimited.
   Format Type	File formats supported for upload.
   Approval Type	Indicates whether approval is applicable at file level or record level.
   Activation Status	Enables the user to activate or deactivate the file identifier.
   Access Type	Indicates whether the file identifier is available to all users or restricted to mapped users.
   Public	Makes the file identifier visible to all group corporate users. No mapping is required.
   Restricted	Makes the file identifier visible only to mapped parties and mapped users.

6. Perform anyone of the following actions:
   • Click Save to save the details.
   • Click Cancel to cancel the transaction.
   • Click Back to navigate to the previous screen.
7. Perform anyone of the following actions:
   • The File Identifier Maintenance – Edit - Review screen appears. Verify the details, and click Confirm.
   • Click Cancel to cancel the operation.
   • Click Back to navigate to the previous screen.

   The success message appears along with the transaction reference number and status.

8. Click OK to complete the transaction.