4 Party Memo

Party memo feature is to support capturing of notes and memos related to a party.

To initiate the party memo process:

Note:

The fields marked as Required are mandatory.

1. On the Homepage, under Party Services, click Party Memo.
   The Party Memo screen is displayed.

   Figure 4-1 Party Memo

   
   

   
   Description of "Figure 4-1 Party Memo"

   
   
2. On the Party Memo screen, click icon.
   The Add Memo pop-up screen is displayed.

   Figure 4-2 Add Memo

   
   

   
   Description of "Figure 4-2 Add Memo"

   
   
3. On the Add Memo pop-up screen, specify the details about a memo. For more information fields, refer to the field description table.

   Table 4-1 Add Memo - Field Description

   Field	Description
   CIF Id	Enter CIF ID of the party.
   Memo Type	Select the memo type the list of values. The available options are: Information Action Note: The list of values can be configured through entity maintenance.
   Memo Category	Select the category of a memo from the list of values. The available options are: Warning Override Note: The list of values can be configured through entity maintenance.
   Start Date	Select start date of a memo.
   Expiry Date	Select expiry date of a memo.
   Memo	Specify the content of a memo.

4. Click Add to save memo for the party.

   Note:

   Click Reset to clear all the fields.