3.21 Process Notepad of Entities Detail

This topic provides the systematic instructions to use the Entity Notepad facility.

You can use the Entity Notepad facility to maintain information about any entity in the system which would be of relevance to the other entities either at the time of transaction input or in general.

1. On Home screen, type UTDNTPDE in the text box, and click Next.
   The Notepad of Entities Detail screen is displayed.

   Figure 3-23 Notepad of Entities Detail

   
   

   
   Description of "Figure 3-23 Notepad of Entities Detail"

   
   
2. On Notepad of Entities Detail screen, click New to enter the details.
   For more information on fields, refer to the field description table.

   Table 3-17 Notepad of Entities Detail - Field Description

   Field	Description
   Note Number	Display The system displays the unique number for the note.
   From Entity Type	Display The system displays the entity type who is creating this information in the form of notepad. This information is taken from the Login Details.
   From Entity ID	Display The system displays the entity ID of the entity that is creating this information. This information is taken from the Login Details.
   About Entity Type	Mandatory Select the entity about which the information is being entered from the drop-down list. The list displays the following values: Agent Name Broker AMC Agency Branch Registrar Trustee Unit Holder Distribution List Type
   About Entity ID	Alphanumeric; 12 Characters; Mandatory Specify entity about whom the notepad is being created.
   Notepad	Alphanumeric; 255 Characters; Mandatory Specify a memo text into which information about the entity is keyed in.