Defining a Characteristic for a Clearing Staging Record

Prerequisites

To define a characteristic for a clearing staging record, you should have:

  • Characteristic types defined in the application (where the characteristic entity is set to Auto Payment Upload)

Procedure

To define a characteristic for a clearing staging record:

  1. Ensure that the Characteristics section is expanded when you are editing a clearing staging record.

    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 clearing staging record. Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the clearing staging record.
    Characteristic Type Used to indicate the characteristic type.
    Note: The list includes only those characteristic types where the characteristic entity is set to Auto Payment Upload.
    		 Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the clearing staging record.
    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 clearing staging record.
  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 clearing staging record, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a characteristic from the clearing staging record, click the Delete (The Delete Icon) icon corresponding to the characteristic.

Related Topics

For more information on... See...
How to edit a clearing staging record Editing a Clearing Staging Record