Defining a Characteristic for a Bank Account

Prerequisites

To define a characteristic for a bank account, you should have:

  • Characteristic types defined in the application (where the characteristic entity is set to Bank Account)

Procedure

To define a characteristic for a bank account:

  1. Ensure that the Characteristics section is expanded when you are defining or editing a bank account.

    The Characteristics section contains the following fields in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Effective Date Used to specify the date from when the characteristic is effective for the bank account. Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the bank account.
    Characteristic Type Used to indicate the characteristic type.
    Note: The list includes only those characteristic types where the characteristic entity is set to Bank Account.
    		 Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the bank account.
    Characteristic Value Used to specify the value for the characteristic type.
    Note: On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.
    		 Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the bank account.
  2. Enter the required details in the Characteristics section.
    Note: If you select a predefined characteristic type, the Search (The Search Icon) icon appears corresponding to the Characteristic Value field. On clicking the Search icon, you can search for a predefined characteristic value.
  3. If you want to define more than one characteristic for the bank account, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a characteristic from the bank account, click the Delete (The Delete Icon) icon corresponding to the characteristic.

Related Topics

For more information on... See...
How to define a bank account Defining a Bank Account
How to edit a bank account Editing a Bank Account