Synergi User Manual

Transaction Document Maintenance Function - Fields Description

At this function, user will come across various fields or columns that needs to be maintained with relevant data.

The descriptions of the respective field or column, are as follows:-

Transaction Document Maintenance (Panel)
<Transaction Document Search Criteria> (Sub-Panel)
Module Code	This is the area in system that the respective transaction document is to be applied, e.g., LN - Financing.
User Transaction Code	This is the user-defined code of transaction, e.g., 01000.
<Transaction Documents Listing> (Sub-Panel)
User Transaction Code	This is the user-defined code of transaction, e.g., 01000.
Transaction Description	This is the brief details of the respective user transaction code, e.g., Repayment.
Module Code	This is the area in system that the respective transaction document is to be applied, e.g., LN - Financing.
Product Line	This is the product group under a system module that the respective transaction document is to be applied, e.g., for module 'LN - Financing', e.g., 'PL - Personal Loan'.
Product Name	This is the name of product in system that the respective transaction document is to be applied, e.g., HSBC Amanah Personal Financing.
Document ID	This is the type of document in system that the respective transaction document is to be mapped, e.g., RCN01 - Rate Change Notice.
Template Name	This is the document template file to be mapped to a certain 'Document ID' for download and, or print out, e.g., RCN01.
Layout Name	This is the document layout file to be mapped to a certain 'Document ID' for download and, or print out.

Transaction Document Maintenance (Panel)

<Transaction Document Search Criteria> (Sub-Panel)

Module Code

This is the area in system that the respective transaction document is to be applied, e.g., LN - Financing.

User Transaction Code

This is the user-defined code of transaction, e.g., 01000.

<Transaction Documents Listing> (Sub-Panel)

User Transaction Code

This is the user-defined code of transaction, e.g., 01000.

Transaction Description

This is the brief details of the respective user transaction code, e.g., Repayment.

Module Code

This is the area in system that the respective transaction document is to be applied, e.g., LN - Financing.

Product Line

This is the product group under a system module that the respective transaction document is to be applied, e.g., for module 'LN - Financing', e.g., 'PL - Personal Loan'.

Product Name

This is the name of product in system that the respective transaction document is to be applied, e.g., HSBC Amanah Personal Financing.

Document ID

This is the type of document in system that the respective transaction document is to be mapped, e.g., RCN01 - Rate Change Notice.

Template Name

This is the document template file to be mapped to a certain 'Document ID' for download and, or print out, e.g., RCN01.

Layout Name

This is the document layout file to be mapped to a certain 'Document ID' for download and, or print out.

This panel will be displayed, when the function screen has opened.
The purposes of this function screen, are as follows:-
- Access point to maintain the required transactions' documents.
- View the list of transactions' documents and related details.

<Transaction Document Maintenance Details> (Panel)
User Transaction Code	This is the user-defined code of transaction, e.g., 01000.
Module Code	This is the area in system that the respective transaction document is to be applied, e.g., LN - Financing.
Product Line	This is the product group under a system module that the respective transaction document is to be applied, e.g., for module 'LN - Financing', e.g., 'PL - Personal Loan'.
Product Name	This is the name of product in system that the respective transaction document is to be applied, e.g., HSBC Amanah Personal Financing.
Document ID	This is the type of document in system that the respective transaction document is to be mapped, e.g., RCN01 - Rate Change Notice.
Template Name	This is the document template file to be mapped to a certain 'Document ID' for download and, or print out, e.g., RCN01.

<Transaction Document Maintenance Details> (Panel)

User Transaction Code

This is the user-defined code of transaction, e.g., 01000.

Module Code

This is the area in system that the respective transaction document is to be applied, e.g., LN - Financing.

Product Line

This is the product group under a system module that the respective transaction document is to be applied, e.g., for module 'LN - Financing', e.g., 'PL - Personal Loan'.

Product Name

This is the name of product in system that the respective transaction document is to be applied, e.g., HSBC Amanah Personal Financing.

Document ID

This is the type of document in system that the respective transaction document is to be mapped, e.g., RCN01 - Rate Change Notice.

Template Name

This is the document template file to be mapped to a certain 'Document ID' for download and, or print out, e.g., RCN01.

This panel will be displayed, in the following manners:-
- After user has clicked once on the button.
- After user has clicked once on the icon of a transaction document record.
The purposes of this panel, are as follows:-
- View the details of each selected transaction document record.
- Maintain details of transaction document.

User Transaction Codes LOV (Pop-Up Window)
Search	This is the keywords to be used to narrow down the list of transaction codes, displayed.
Transaction Code	This is the user-defined code of transaction, e.g., 01000.
Transaction Description	This is the brief details of the respective user transaction code, e.g., Repayment.
Module	This is the area in system that the respective transaction document is to be applied, e.g., LN - Financing.

User Transaction Codes LOV (Pop-Up Window)

Search

This is the keywords to be used to narrow down the list of transaction codes, displayed.

Transaction Code

This is the user-defined code of transaction, e.g., 01000.

Transaction Description

This is the brief details of the respective user transaction code, e.g., Repayment.

Module

This is the area in system that the respective transaction document is to be applied, e.g., LN - Financing.

This window will be displayed, after user has mouse over the 'User Transaction Code' field.
The purpose of this window is to allow user to select the relevant user transaction code, by clicking once on the icon, to view the list of options. Thereafter, mouse over an option and then click once on it, to select.

Doc ID LOV (Pop-Up Window)
Search	This is the keywords to be used to narrow down the list of available types of documents.
Document ID	This is the type of document in system that the respective transaction document is to be mapped, e.g., RCN01.
Document Name	This is the brief details of the type of document in system that the respective transaction document is to be mapped, e.g., Rate Change Notice.

Doc ID LOV (Pop-Up Window)

Search

This is the keywords to be used to narrow down the list of available types of documents.

Document ID

This is the type of document in system that the respective transaction document is to be mapped, e.g., RCN01.

Document Name

This is the brief details of the type of document in system that the respective transaction document is to be mapped, e.g., Rate Change Notice.

This window will be displayed, after user has mouse over the 'Document ID' field.
The purpose of this window is to allow user to select the relevant document ID, by clicking once on the icon, to view the list of options. Thereafter, mouse over an option and then click once on it, to select.