3.4 Close Virtual Entity

This topic provides systematic instructions to close the virtual entity.

Note:

The user can view only those Virtual Entities for which he has access to.

1. Perform any one of the following navigation to access View Virtual Entity Screen.
   1. From the Dashboard, click Toggle menu, click Virtual Account Management, then click Virtual Entity. Under Virtual Entity, click View Entity
   1. From the Dashboard, click Toggle menu, click Virtual Account Management, then click Overview, and then click Entity Summary. Under Entity Summary, click View Entity
2. In the Virtual Entity ID field, enter the unique ID of the virtual entity whose details you want to edit. User can also Perform any one of the following action:
   • In the Virtual Entity Name field, enter the name of the virtual entity whose details you want to edit.
   • Click the desired record under the Virtual Entity ID & Name column.The record details appears.
3. User can perform any one of the following action:
   • Click Search to view virtual entities.
   • Click Clear to reset the entered data.
   • Click Cancel to cancel the Parent Account selection.
4. Click the Virtual Entity ID & Name link.
   The Virtual Entity - View screen appears.
5. Click Close to close the virtual entity.
   The message appears prompting for record closing.

   Figure 3-8 Close Virtual Entity

   
   

   
   Description of "Figure 3-8 Close Virtual Entity"

   
   

   Note:

   You can close an entity, only if all the Virtual Accounts are closed.
6. User can Perform any one of the following action:
   • Click Yes to close the virtual entity. The success message of Virtual Entity deletion appears along with the reference number.
   • Click No if you do not wish to close the Virtual Entity.
7. Click Go to Dashboard to navigate to the dashboard screen.