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.

Specify User ID and Password, and login to Home screen.

1. On Home screen, click Interest and Charges. Under Interest and Charges, click Customer Interest Role to Head Mapping.
2. 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

   
   

   
   Description of "Figure 1-18 Create Customer Interest Role to Head Mapping"

   
   
3. Specify the fields on Create Customer Interest Role to Head Mapping screen.

   Note:

   The fields, which are marked with an asterisk, 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.

4. Click + to add IC product details.
5. Click - to remove IC product details.
6. 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.