3.6.8 Close a Record in a Table

This topic describes the systematic instruction to close a record in a table.

When a record is closed, it will not be available for use by any function. You can reopen the record if it has to be used again. A record can be closed only if it is not linked to any other table. For example, you cannot close a Rule in the Brokerage Rule Definition table, if the rule is linked to a broker in the Brokerage Association Table.
  1. Click close icon when the details of the record are being displayed in the Detailed View screen for the table.
  2. Click Ok button. You will be prompted to confirm the closing of the record.
    The closing should be authorized by a user other than you, before you can begin the End of Day operations.