11.2 Modify Write-Up Category

This topic provides systematic instructions about the procedure to modify a write-up category record.

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

1. From Home screen, select Credit Facilities. Under Credit Facilities, select Maintenance.
2. Under Maintenance, select Write-up Category. Under Write-up Category, select View Write-Up Category.
   The View Write-Up Category screen is displayed.

   Figure 11-2 View Write-Up Category

   
   

   
   Description of "Figure 11-2 View Write-Up Category"

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

   Figure 11-3 View Write-Up Categories - List

   
   

   
   Description of "Figure 11-3 View Write-Up Categories - List"

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

   Figure 11-4 Search Write-Up Category

   
   

   
   Description of "Figure 11-4 Search Write-Up Category"

   
   
5. Select the status of write-up category record based on description in the following table.

   Table 11-2 Search Write-Up Category - Field Description

   Field	Description
   Authorization Status	Select the authorization status of the write-up category record. The available options are: Authorized Unauthorized
   Record Status	Select the Record Status of the write-up category. The available options are: Open Closed

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