3.16 Fund UH Category Minimum Holding Period Summary

This topic provides the systematic instructions to perform the basic operations on the selected records.

Retrieve Fund UH Category Minimum Holding Period RecordThe minimum holding period defined at the fund/UH category/ transaction type level must be authorized by another user. You can use the Fund UH Category Minimum Holding Period Summary screen to perform the following operations:

• Retrieve
• Edit
• Delete
• Authorize
• Amend

1. On Home screen, type UTSMINHL in the text box, and click Next.
   The Fund UH Category Minimum Holding Period Summary screen is displayed.

   Figure 3-18 Fund UH Category Minimum Holding Period Summary

   
   

   
   Description of "Figure 3-18 Fund UH Category Minimum Holding Period Summary"

   
   
2. On Fund UH Category Minimum Holding Period Summary screen, specify any or all of the following details in the corresponding fields:
   • Authorization Status - If you choose the status, then the records matching the specified status are retrieved. If you do not choose any option, then all the records are retrieved.
   • Record Status
   • Fund ID
   • Transaction Type
   • Rule for SI
3. Click Search button to view the records.
   All the records with the specified details are retrieved and displayed in the screen.

   Note:

   You can also retrieve the individual record detail from the detail screen by querying in the following manner:

   • Press F7
   • Input the Unit Holder ID
   • Press F8
4. Perform Edit, Delete, Amend, Authorize, Reverse, and Confirm operations by selecting the desired operation from the Action list. You can also search a record by using a combination of % and alphanumeric value.

• Edit Fund UH Category Minimum Holding Period Record
  This topic provides the systematic instructions to edit Fund UH Category Minimum Holding Period record.
• View Fund UH Category Minimum Holding Period Record
  This topic provides the systematic instructions to view Fund UH Category Minimum Holding Period record.
• Delete Fund UH Category Minimum Holding Period Record
  This topic provides the systematic instructions to delete Fund UH Category Minimum Holding Period record.
• Authorize Fund UH Category Minimum Holding Period Record
  This topic provides the systematic instructions to authorize Fund UH Category Minimum Holding Period record.
• Amend Fund UH Category Minimum Holding Period Record
  This topic provides the systematic instructions to amend Fund UH Category Minimum Holding Period record.