2.55 Frequency Preferences Summary

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

The Frequency Preferences Summary screen can be used to view the details regarding setup of dates / days that can be used for mapping in Fund rules and Standing Instructions.

Retrieve Frequency Preference Record

  1. On Home screen, type UTSFRQPR in the text box, and click Next.
    The Frequency Preferences Summary screen is displayed.

    Figure 2-65 Frequency Preferences Summary


    Description of Figure 2-65 follows
    Description of "Figure 2-65 Frequency Preferences Summary"

  2. On Frequency Preferences 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
    • Frequency ID
    • Frequency
    • Set Type
  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 % and alphanumeric value.
    For Example: You can search the record for Frequency ID by using the combination of % and numeric value:
    • Search by %7:- System will fetch all the records whose Frequency ID Type ends by numeric value’ 7’. For example, 1247.
    • Search by %17%:- System will fetch all the records whose Frequency ID contains the numeric value 17. For example, 1417.

Parent topic: Maintain Reference Information