7.19 Entity Commission Sharing Summary

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

Retrieve Entity Commission Sharing Record

1. On Home screen, type UTSENTCO in the text box, and click Next.
   The Entity Commission Sharing Summary screen is displayed.

   Figure 7-24 Entity Commission Sharing Summary

   
   

   
   Description of "Figure 7-24 Entity Commission Sharing Summary"

   
   
2. On Entity Commission Sharing 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
   • Type Of Commission
   • Parent Entity ID
   • To Entity ID
   • Fund ID
   • Commission Sharing Methods
   • Parent Entity Type
   • To Entity Type
   • AMC ID
   • Group ID
3. Click Search button to view the records.
   All the records with the specified details are retrieved and displayed in the lower portion of the screen.

   Note:

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

   • Press F7
   • Input any parameter in the screen
   • Press F8

• Edit Entity Commission Sharing Record
  This topic provides the systematic instructions to edit Entity Commission Sharing record.
• View Entity Commission Sharing Record
  This topic provides the systematic instructions to view Entity Commission Sharing record.
• Delete Entity Commission Sharing Record
  This topic provides the systematic instructions to delete Entity Commission Sharing record.
• Authorize Entity Commission Sharing Record
  This topic provides the systematic instructions to authorize Entity Commission Sharing record.
• Amend Entity Commission Sharing Record
  This topic provides the systematic instructions to amend Entity Commission Sharing record.
• Authorize Amended Entity Commission Sharing Record
  This topic provides the systematic instructions to authorize amended Entity Commission Sharing record.