14.1.1.4 Summary

This topic describes the systematic instructions to view the summary details of the RTL Structure Creation.

The user can view the structure hierarchy (along with important structure attributes) in the Summary screen before finalizing the structure.

  1. Click Next on Group Account screen.
    The Summary - Structure Details screen displays.

    Figure 14-8 Summary - Structure Details



    For more information on fields, refer to the field description table.

    Table 14-6 Structure Details Summary - Field Description

    Field Description
    Structure Name Displays the name of the structure.
    Structure ID Displays the unique structure ID.
    Customer ID Displays the customer ID.
    Customer Name Displays the name of the customer.
    Header Account Displays the header account details.
    Header Account Name Displays the name of the header account.
    Currency Type Displays the type of the currency.
    Currency Displays the currency.
    Rate Type Displays the type of the rate.

    This field appears if the currency type is selected as Multi.

    Rate Pickup Displays the pickup rate.

    This field appears if the currency type is selected as Multi.

    Start Date Displays the start date of the structure.
    End Date Displays the end date of the structure.
    Status Displays the status of the structure.
    Process On Currency Holidays Displays the process detatils on the currency holidays.
    Currency Holiday Rate Displays the currency holiday rate.
    Version Displays the version of the structure.
  2. Click on the info button in tree hierarchy to display the details of the account such as Group Name, Priority, Group Description, and Linked Accounts.
  3. Select Delete to delete the structure.
  4. Select Authorize to authorize the structure.
  5. Click Previous to navigate to the previous screen (Group Account).
  6. Click Cancel to discard the updated details and close the Structure screen. In such case, the structure will not get saved.