4.21 Bulk Clients Defaults Summary

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

Retrieve Bulk Clients Defaults Record

  1. On Home screen, type UTSBLTXN in the text box, and click Next.
    The Bulk Clients Defaults Summary screen is displayed.

    Figure 4-19 Bulk Clients Defaults Summary


    Description of Figure 4-19 follows
    Description of "Figure 4-19 Bulk Clients Defaults Summary"

  2. On Bulk Clients Defaults 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
    • Bulk Client Code
    • AMC/Distributor 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, and Authorize 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.

Parent topic: Import Bulk Client Information