4.15 FCIS Bulk Clients Defaults - Income Distribution Setup - Summary

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

Retrieve Bulk Clients Defaults - Income Distribution Setup Details

  1. On Home screen, type UTSCDIDS in the text box, and click Next.
    The FCIS Bulk Clients Defaults - Income Distribution Setup - Summary screen is displayed.

    Figure 4-13 FCIS Bulk Clients Defaults - Income Distribution Setup - Summary


    Description of Figure 4-13 follows
    Description of "Figure 4-13 FCIS Bulk Clients Defaults - Income Distribution Setup - Summary"

  2. On FCIS Bulk Clients Defaults - Income Distribution Setup - 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 Account Client Code
    • 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