2.39 Exchange List Maintenance Summary

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

Retrieve Exchange List

  1. On Home screen, type UTSASSSD in the text box, and click Next.
    The Exchange List Maintenance Summary screen is displayed.

    Figure 2-50 Exchange List Maintenance Summary


    Description of Figure 2-50 follows
    Description of "Figure 2-50 Exchange List Maintenance Summary"

  2. On Exchange List Maintenance 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
    • From Share Class 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
  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 percentage and alphanumeric value.
    You can search the record for From Share Class ID by using the combination of % and alphanumeric value as follows:
    • Search by A%: The system will fetch all the records whose From Share Class ID starts from Alphabet ‘A’. For example, AA.
    • Search by %7: The system will fetch all the records whose From Share Class ID Type ends by numeric value’ 7’. For example, S7.
    • Search by %17%: The system will fetch all the records whose From Share Class ID contains the numeric value 17. For example, 17.

Parent topic: Maintain Reference Information