7.11 Periodic Load Maintenance Summary

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

Retrieve Periodic Load Maintenance Details

  1. On Home screen, type UTSPERLM in the text box, and click Next.
    The Periodic Load Maintenance Summary screen is displayed.

    Figure 7-18 Periodic Load Maintenance Summary


    Description of Figure 7-18 follows
    Description of "Figure 7-18 Periodic Load Maintenance Summary"

  2. On Periodic Load 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
    • Reference Number
    • Fund/Product/Group
    • Fund ID
    • Product ID
    • Group ID
    • Load 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 Load ID by using the combination of % and alphanumeric value:-
    • Search Fund ID by F%: The system will fetch all the records whose Fund ID starts from Alphabet ‘F’. Example: Fund1.
    • Search Fund by%7: The system will fetch all the records whose Fund ID ends with 7. Example: FUND7.

Parent topic: Set up Loads