4.23 FCIS Bulk Clients Defaults - Transaction Load Override - Summary

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

Retrieve Bulk Clients Defaults - Transaction Load Override Record

1. On Home screen, type UTSBLTLO in the text box, and click Next.
   The FCIS Bulk Clients Defaults - Transaction Load Override - Summary screen is displayed.

   Figure 4-21 FCIS Bulk Clients Defaults - Transaction Load Override - Summary

   
   

   
   Description of "Figure 4-21 FCIS Bulk Clients Defaults - Transaction Load Override - Summary"

   
   
2. On FCIS Bulk Clients Defaults - Transaction Load Override - 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.

• Edit Bulk Clients Defaults - Transaction Load Override Record
  This topic provides the systematic instructions to edit Bulk Clients Defaults - Transaction Load Override record.
• View Bulk Clients Defaults - Transaction Load Override Record
  This topic provides the systematic instructions to view Bulk Clients Defaults - Transaction Load Override record.
• Delete Bulk Clients Defaults - Transaction Load Override Record
  This topic provides the systematic instructions to delete Bulk Clients Defaults - Transaction Load Override record.
• Authorize Bulk Clients Defaults - Transaction Load Override Record
  This topic provides the systematic instructions to authorize Bulk Clients Defaults - Transaction Load Override record.
• Amend Bulk Clients Defaults - Transaction Load Override Record
  This topic provides the systematic instructions to amend Bulk Clients Defaults - Transaction Load Override record.
• Authorize Amended Bulk Clients Defaults - Transaction Load Override Record
  This topic provides the systematic instructions to authorize amended Bulk Clients Defaults - Transaction Load Override record.