- Interest and Charges User Guide
- Interest and Charges Maintenance
- Customer Interest Role to Head Mapping
- Create Customer Interest Role to Head Mapping
1.8.1 Create Customer Interest Role to Head Mapping
This topic describes the systematic instructions to configure the customer interest role to head mapping details.
- On Home screen, click Interest and Charges. Under Interest and Charges, click Customer Interest Role to Head Mapping.
- Under Customer Interest Role to Head Mapping, click Create Customer Interest Role to Head Mapping. The Create Customer Interest Role to Head Mapping screen displays.
Figure 1-18 Create Customer Interest Role to Head Mapping
- Specify the fields on Create Customer Interest Role to Head Mapping screen.
Note:
The fields marked as Required are mandatory.For more information on fields, refer to the field description table.
Table 1-18 Create Customer Interest Role to Head Mapping - Field Description
Field Description Customer Specify the customer ID. IC Group Click Search to view and select the interest limit account group maintained in the IC Account Group Input Screen. IC Product Click Search to view and select the code of the product for which the user are defining preferences. The Product Maintained in the Product Maintenance screen is available in the LOV field.
Currency Displays the currency code gets defaulted from the IC product. Accounting Role Click Search to view and select the accounting roles. Accounting Roles are tags that identify the type of accounting entry that is posted to an accounting head.
The following list contains the accounting roles which are applicable to IC.- CHG_INCOME
- CHG_BOOK
- DIV_TAX_EXP
- CUST_DVTAX_COD
- INT_IC_AJE
- DIV_TAX_PAD
- <RULE>-ESCROW-
- <FORMULA NO>
Accounting Head Displays the account number of customers. - Click + to add IC product details.
- Click - to remove IC product details.
- Click Save to save the details.The user can view the configured customer interest role to head mapping maintenance using View Customer Interest Role to Head Mapping screen.
Parent topic: Customer Interest Role to Head Mapping