11.2 Edit General Rate

To Modify General rates for Virtual Account:

  1. Perform any one of the following navigation to access the Special Rate Maintenance screen.
    1. From the Dashboard, click Toggle menu, click Virtual Account Management, then click Interest Rate. From the Interest Rate, click View/Edit General rates.
  2. Follow the above steps from View Special Rate section.
  3. Click Edit to modify the special rate.
    The General Rate Maintenance – Edit screen appears.

    Figure 11-4 General Rate Maintenance – Edit



  4. In the Rate field, enter the new rate or special rate to be applicable for the interest product.
  5. From the Rate Code list, select the appropriate rate category for the interest product.
  6. Click Submit.
    User can also perform any one of the following action:
    • ClickCancel to cancel the transaction.
    • ClickBack to navigate to the previous screen.
  7. The Review screen appears. Verify the details and click Confirm.
    User can also perform any one of the following action:
    • ClickCancel to cancel the transaction.
    • ClickBack to navigate to the previous screen.

    The user is directed to Other Details screen with values in editable form.

  8. The success message for initiation of New/Special Rate appears along with the reference number.
    User can also perform any one of the following action:
    • Click Save As Template to save the account details with the template name.
    • Click Home to navigate to the dashboard.
    • Click Go To Overview to navigate to the Virtual Account management dashboard.