2.5 Single Entity Maintenance Summary

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

Retrieve Entity

1. On Home screen, type UTSENTMN in the text box, and click Next.
   The Single Entity Maintenance Summary screen is displayed.

   Figure 2-15 Single Entity Maintenance Summary

   
   

   
   Description of "Figure 2-15 Single Entity Maintenance Summary"

   
   
2. On Single Entity 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
   • Entity ID
   • Entity Type
   • Entity Name
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.
   You can search the record for Entity ID by using the combination of % and alphanumeric value as follows:

   • Search by D%:- System will fetch all the records whose Entity ID starts from Alphabet ‘D’. For example, Direct.
   • Search by %7:- System will fetch all the records whose entity ID Type ends by numeric value’ 7’. For example, AGENT7.
   • Search by %17%:- System will fetch all the records whose Entity ID contains the numeric value 17. For example, AGENT17.

• Edit Entity
  This topic provides the systematic instructions to edit Entity record.
• View Entity
  This topic provides the systematic instructions to view Entity record.
• Delete Entity
  This topic provides the systematic instructions to delete Entity record.
• Authorize Entity
  This topic provides the systematic instructions to authorize Entity record.
• Amend Entity
  This topic provides the systematic instructions to amend Entity record.
• Authorize Amended Entity
  This topic provides the systematic instructions to authorize amended Entity record.
• Copy Entity Attributes
  This topic provides the systematic instructions to copy Entity record.