2.10.1.1 Settlement Details

This topic explains the systematic instructions to settlement details. Use Settlement Details screen to capture the Settlement Details such as name, number and so on.

  1. In the Agency Drawdown, click Settlement Details tab provide the required details.
    The Settlement Details screen displays.

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

    Table 2-11 Settlement Details - Field Description

    Field Description
    Party Name Click Search to view and select the required name.
    Party Number Number gets auto-populated.
    SSI Party Click Search to view and select the required SSI party.
    SSI Party Number Number gets auto-populated
    Accounts Accounts gets auto-populated.
  2. Click Add Settlement Party to add multiple details.