Synergi User Manual

Product Maintenance Function - Create Scenarios

Scenario 1: Create Product By Copying From a Product

Details
Step 1	From the Tree Menu, search for the Product Maintenance function, and then click once on it.
Step 2	By default, system will display the screen without any data.
Step 3	Proceed to click once on the button.
Step 4	System will display the Create Product pop-up window. Click once on the button of the 'Copy from Existing' option.
Step 5	System will display the 'Copy from Existing' panel.
Step 6	Proceed to input all relevant fields at the 'Copy from Existing' panel, including mouse over a product record, and then click once on the button. Note: Click once on the button, to discard all inputs made, at the 'Copy from Existing' panel,
Step 7	System will retrieve and display all the relevant and related parameters with parameter values, including any existing product fee or charge items at the following sections, at the Product Details panel. Product Account Product Based on Ccy Account Based on Ccy Fee and Charges Details
Step 8	Proceed to input or overwrite the value at the relevant fields or columns at the all the sections mentioned in Step 7, as follows:- Mouse over each text column, and key in the related column value. Mouse over each LOV column, and then click once on the icon, to view the list of options. Thereafter, mouse over an option and then click once on it, to select. Click once on the button, for system to display a related window (e.g., 'Fees & Charges Details' window) for data input of a certain new record, and to confirm to populate the data of the new record, by clicking once on the button. Click once on the icon of a fee or charge item record, to remove it.
Step 9	Lastly, click once on the button. Upon confirmation on data saving, system will capture and save all data inputted. Note: Click once on the button, to discard all inputs made.

Details

Step 1

From the Tree Menu, search for the Product Maintenance function, and then click once on it.

Step 2

By default, system will display the screen without any data.

Step 3

Proceed to click once on the button.

Step 4

System will display the Create Product pop-up window. Click once on the button of the 'Copy from Existing' option.

Step 5

System will display the 'Copy from Existing' panel.

Step 6

Proceed to input all relevant fields at the 'Copy from Existing' panel, including mouse over a product record, and then click once on the button.

Note: Click once on the button, to discard all inputs made, at the 'Copy from Existing' panel,

Step 7

System will retrieve and display all the relevant and related parameters with parameter values, including any existing product fee or charge items at the following sections, at the Product Details panel.

Product
Account
Product Based on Ccy
Account Based on Ccy
Fee and Charges Details

Step 8

Proceed to input or overwrite the value at the relevant fields or columns at the all the sections mentioned in Step 7, as follows:-

Mouse over each text column, and key in the related column value.
Mouse over each LOV column, and then click once on the icon, to view the list of options. Thereafter, mouse over an option and then click once on it, to select.
Click once on the button, for system to display a related window (e.g., 'Fees & Charges Details' window) for data input of a certain new record, and to confirm to populate the data of the new record, by clicking once on the button.
Click once on the icon of a fee or charge item record, to remove it.

Step 9

Lastly, click once on the button. Upon confirmation on data saving, system will capture and save all data inputted.

Note: Click once on the button, to discard all inputs made.

Scenario 2: Create Product Manually

Details
Step 1	From the Tree Menu, search for the Product Maintenance function, and then click once on it.
Step 2	By default, system will display the screen without any data.
Step 3	Proceed to click once on the button.
Step 4	System will display the Create Product pop-up window. Click once on the button of the 'Manual' option.
Step 5	System will display 'Manual' panel. Proceed to input all relevant fields at this panel.
Step 6	Thereafter, click once on the button. Note: Click once on the button, to discard all inputs made.
Step 7	System will return to the 'Product Details' panel.
Step 8	Click once on button, located below the 'Main Info' sub-panel at the 'Product Details' panel. Alternatively, click once on the 'Copy Product' button for system to display the 'Product Selection' pop-up window, in order to select a product (by double click on the product) to copy all the related parameters, including existing product fee and charge items for the new product that is being created.
Step 9	System will retrieve and display all the relevant and related parameters with parameter values, including existing product fee and charge items, at the following sections, at the Product Details panel. Product Account Product Based on Ccy Account Based on Ccy Fee and Charges Details
Step 10	Proceed to input the value at the relevant fields or columns at the all the sections mentioned in Step 9, as follows:- * Mouse over each text column, and key in the related column value. * Mouse over each LOV column, and then click once on the icon, to view the list of options. Thereafter, mouse over an option and then click once on it, to select. * Click once on the button, for system to display a related window (e.g., 'Fees & Charges Details' window) for data input of a certain new record, and to confirm to populate the data of the new record, by clicking once on the button. * Click once on the icon of a fee or charge item record, to remove it.
Step 11	Lastly, click once on the button. Upon confirmation on data saving, system will capture and save all data inputted. Note: Click once on the button, to discard all inputs made.

Details

Step 1

From the Tree Menu, search for the Product Maintenance function, and then click once on it.

Step 2

By default, system will display the screen without any data.

Step 3

Proceed to click once on the button.

Step 4

System will display the Create Product pop-up window. Click once on the button of the 'Manual' option.

Step 5

System will display 'Manual' panel. Proceed to input all relevant fields at this panel.

Step 6

Thereafter, click once on the button.

Note: Click once on the button, to discard all inputs made.

Step 7

System will return to the 'Product Details' panel.

Step 8

Click once on button, located below the 'Main Info' sub-panel at the 'Product Details' panel.

Alternatively, click once on the 'Copy Product' button for system to display the 'Product Selection' pop-up window, in order to select a product (by double click on the product) to copy all the related parameters, including existing product fee and charge items for the new product that is being created.

Step 9

System will retrieve and display all the relevant and related parameters with parameter values, including existing product fee and charge items, at the following sections, at the Product Details panel.

Product
Account
Product Based on Ccy
Account Based on Ccy
Fee and Charges Details

Step 10

Proceed to input the value at the relevant fields or columns at the all the sections mentioned in Step 9, as follows:-

* Mouse over each text column, and key in the related column value. * Mouse over each LOV column, and then click once on the icon, to view the list of options. Thereafter, mouse over an option and then click once on it, to select. * Click once on the button, for system to display a related window (e.g., 'Fees & Charges Details' window) for data input of a certain new record, and to confirm to populate the data of the new record, by clicking once on the button. * Click once on the icon of a fee or charge item record, to remove it.

Step 11

Lastly, click once on the button. Upon confirmation on data saving, system will capture and save all data inputted.

Note: Click once on the button, to discard all inputs made.