2.3 Process Transaction Sub Type Maintenance Detail

This topic provides the systematic instructions to design to include an input list of transaction sub types applicable for a variety of transactions

The Transaction Sub Type Maintenance Detail screen is added, to combine the sub type transactions for policy creation, top-up, withdrawal, status change, and premium annuities to create a localized field to capture the relevant data.

This screen is designed to include an input list of transaction sub types applicable for a variety of transactions. You can specify the relevant details according to the type of action you choose to proceed with on this screen.

1. On Home screen, type LEDSUBTP in the text box, and click Next.
   The Transaction Sub Type Maintenance Detail screen is displayed.

   Figure 2-3 Transaction Sub Type Maintenance Detail

   
   

   
   Description of "Figure 2-3 Transaction Sub Type Maintenance Detail"

   
   
2. On Transaction Sub Type Maintenance Detail screen, click New to enter the details.
   For more information on fields, refer to the field description table.

   Table 2-2 Transaction Sub Type Maintenance Detail - Field Description

   Field	Description
   Ref Type	Alphanumeric; 2 Characters; Mandatory Select the type of Policy transaction for which the sub type is applicable.
   Description	Display The system displays the description for the selected reference type.
   Transaction Type	Display The type of Unit Trust (UT) transaction is defaulted by the system, based on the current transaction under processing.
   Transaction Name	Display The system displays the transaction name for the selected transaction type.
   Sub Type	Alphanumeric; 3 Characters; Mandatory Specify the sub type code after entering the transaction type, for which the Sub type transaction is processed.
   Sub Type Description	Alphanumeric; 255 Characters; Mandatory Specify the description of the sub type selected.