12.1 Create Real Account To Virtual Entity Mapping

This topic describes the systematic instructions to map the VAM enabled Real Accounts to a Virtual Entity of a customer.

Specify User ID and Password, and login to Home screen.
  1. On Home screen, click Virtual Account Management. Under Virtual Account Management, click Configuration.
  2. Under Configuration, click Real Account To Virtual Entity Mapping. Under Real Account To Virtual Entity Mapping, click Create Real Account To Virtual Entity Mapping.
    The Create Real Account To Virtual Entity Mapping screen displays.

    Figure 12-1 Create Real Account To Virtual Entity Mapping



  3. Specify the fields on Create Real Account To Virtual Entity Mapping screen.

    Note:

    The fields marked as Required are mandatory.
    For more information on fields, refer to the field description table.

    Table 12-1 Create Real Account To Virtual Entity Mapping – Field Description

    Field Description
    Customer Number Click Search to view and select the customer number for whom the mapping has to be done.
    Customer Name Displays the name of the selected customer.
    Real Account Number Click Search to view and select the real account number for which the VAM facility is enabled.
    Virtual Entity Click Search to view and select the virtual entity of the customer from the list and map it to the selected real account.

    Note:

    Once the record is authorized, the user will not be able to change the entity once mapped to a VAM enabled real account.
    Virtual Entity Name Displays the name of the selected virtual entity.
  4. Click Add icon to add the new row.
  5. Click Delete icon to delete the existing row.
  6. Click Save to save the details.
    The user can view the configured Real Account To Virtual Entity Mapping records in the View Real Account To Virtual Entity Mapping screen.
  7. Click Cancel to close the details without saving.