7.27 Admin Tax Maintenance Summary

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

Retrieve Admin Tax Maintenance Record

  1. On Home screen, type UTSADTAX in the field at the top right corner and click Next.
    The Admin Tax Maintenance Summary screen is displayed.

    Figure 7-36 Admin Tax Maintenance Summary


    Description of Figure 7-36 follows
    Description of "Figure 7-36 Admin Tax Maintenance Summary"

  2. On Admin Tax 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
    • AMC
    • Fund 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.
    For example, you can search the record for Fund ID by using the combination of % and alphanumeric value as follows:
    • Search by M%: The system will fetch all the records whose Fund ID description starts from Alphabet ‘M’. For example, Mutual Fund.
    • Search by %7 : The system will fetch all the records whose Fund ID 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 ID contains the numeric value 17. For example, 3217, 2172 and so forth.

Parent topic: Set up Loads