2.72 Settlement Basis Summary

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

Retrieve Settlement Basis Record

  1. On Home screen, type UTSSETBA in the text box, and click Next.
    The Settlement Basis Summary screen is displayed.

    Figure 2-84 Settlement Basis Summary


    Description of Figure 2-84 follows
    Description of "Figure 2-84 Settlement Basis Summary"

  2. On Settlement Basis 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
    • Agent Code
    • Effective Date
    • AMC 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 the AMC ID
    • 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 % and alphanumeric value.

    Note:

    The status field in the Records pane of the summary screen displays the bulk operation results.
    For example: You can search the record for AMC ID by using the combination of % and alphanumeric value as follows:-
    • Search by A% :- System will fetch all the records whose AMC ID starts from Alphabet ‘A’. For example:- AGC17,AGVO6,AGC74 etc.
    • Search by %7:- System will fetch all the records whose AMC ID ends by numeric value’ 7’ . For example: AGC17, GSD267, AGC77 etc.
    • Search by %17%:- System will fetch all the records whose AMC ID contains the numeric value 17. For example: GSD217, GSD172, AGC17 etc.

Parent topic: Maintain Reference Information