2.10.1.45 Parties

This topic describes the systematic instructions to parties screen. Use Parties screen to capture the Participant Drawdown Party details such as name, role and so on.

  1. In the Participant Drawdown, click Parties tab and provide the required details.
    The Parties screen displays.

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

    Table 2-59 Parties Details - Field Description

    Field Description
    Customer Type Click New/Existing button.
    Party Role Select the party role from the list.
    Party Number Click Search to view and select the required party number.
    Name As per the party number selected, party name gets auto-populated.
    Update Party Maintenance Click to select for update.
  2. Click Add Party Details to add multiple parties details.