4.2 Modify Financial Category

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

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

1. From Home menu, select Credit Facilities. Under Credit Facilities, select Maintenance.
2. Under Maintenance, select Financial Category. Under Financial Category, select View Financial Category.
   The View Financial Category screen is displayed.

   Figure 4-2 View Financial Category

   
   

   
   Description of "Figure 4-2 View Financial Category"

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

   Figure 4-3 View Financial Category - List

   
   

   
   Description of "Figure 4-3 View Financial Category - List "

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

   Figure 4-4 View Financial Category - Search

   
   

   
   Description of "Figure 4-4 View Financial Category - Search "

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

   Table 4-2 View Financial Category - Search - Field Description

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

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