4.2 Modify Financial Code

This topic provides systematic instructions about the procedure to modify a financial code record.

To modify any financial code, the financial code record must be in an authorized state. The unauthorized financial code record can be modified only by the user who created the record.

1. From Menu screen, select Credit Fcailities. Under Credit Facilities, select Maintenance.
2. Under Maintenance, select Financial Code. Under Financial Code, select View Financial Code.
   The View Financial Code screen is displayed.

   Figure 4-3 View Financial Code

   
   

   
   Description of "Figure 4-3 View Financial Code"

   
   
3. Click the List View icon at the top right corner to change the table view to list view.
   The View Financial Code screen is displayed as shown below.

   Figure 4-4 View Financial Code - List

   
   

   
   Description of "Figure 4-4 View Financial Code - List"

   
   
4. Click the search icon to search the required financial code.
   The search bar is displayed as shown below.

   Figure 4-5 View Financial Code - Search

   
   

   
   Description of "Figure 4-5 View Financial Code - Search"

   
   
5. Select the status of financial code based on description in the following table.

   Table 4-3 View Financial Code - Search - Field Description

   Field	Description
   Auth Status	Select the authorization status of the financial code. The available options are: Authorized Unauthorized
   Record Status	Select the record status of the financial code. The available options are: Open Closed

6. Click Search.
   The financial codes that match the search parameters are displayed.
7. In the View Financial Code screen, click the refresh icon to refresh the financial code record list.
8. Click the add icon to define new financial code.
9. Click on the action icon in the required record and select Unlock.
   The Financial Code Maintenance screen is displayed in edit mode.
10. Modify the required details.
11. Click Save.
    The financial code record will be modified upon authorization.