7.25 Campaign Counter Updation Summary

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

Retrieve Campaign Counter Updates

1. On Home screen, type UTSCMPUP in the text box, and click Next.
   The Campaign Counter Updation Summary screen is displayed.

   Figure 7-34 Campaign Counter Updation Summary

   
   

   
   Description of "Figure 7-34 Campaign Counter Updation Summary"

   
   
2. On Campaign Counter Updation 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
   • Campaign Code
   • Fund ID
   • Transaction Number
   • Unit Holder ID
   • Reference Type
   • Utilized
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 description 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.

• Edit Campaign Counter Updates
  This topic provides the systematic instructions to edit Campaign Counter Updates record.
• View Campaign Counter Updates
  This topic provides the systematic instructions to view Campaign Counter Updates record.
• Delete Campaign Counter Updates
  This topic provides the systematic instructions to delete Campaign Counter Updates record.
• Authorize Campaign Counter Updates
  This topic provides the systematic instructions to authorize Campaign Counter Updates record.
• Amend Campaign Counter Updates
  This topic provides the systematic instructions to amend Campaign Counter Updates record.
• Authorize Amended Campaign Counter Updates
  This topic provides the systematic instructions to authorize amended Campaign Counter Updates record.