2.3 Fund Type Maintenance Summary

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

Retrieve Fund Type Maintenance Record

  1. On Home screen, type UTSFNTYP in the text box, and click Next.
    The Fund Type Maintenance Summary screen is displayed.

    Figure 2-2 Fund Type Maintenance Summary


    Description of Figure 2-2 follows
    Description of "Figure 2-2 Fund Type Maintenance Summary"

  2. On Fund Type 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
    • Fund 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 the Fund Type
    • 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 Fund Type Maintenance by using the combination of % and alphanumeric value as follows:
    • Search by M%: The system will fetch all the records whose Fund Type description starts from Alphabet ‘M’. For example, Mutual Fund.
    • Search by %7 : The system will fetch all the records whose Fund Type ends by numeric value’ 7’ For example, 217,267,77 and so forth.
    • Search by %17%: The system will fetch all the records whose Fund Type contains the numeric value 17. For example, 3217, 2172 and so forth.

Parent topic: Maintain Reference Information