Product Maintenance Function - Update Scenarios

Scenario 1: Update a Product’s Details

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 input the relevant search criteria and then click once on the Search button.

Note: Click once on the Reset button, to clear off all the search criteria inputted.

Step 4

System will retrieve and display all the relevant product records at the Product Maintenance panel, if any.

Step 5

Click once on the Details icon of a product record.

Step 6

System will display the details of the selected product record at the following sections under the Product Details panel.

  • Product

  • Account

  • Product Based on Ccy

  • Account Based on Ccy

  • Fee and Charges Details

Step 7

Proceed to overwrite the relevant field or column values at the Product Details panel, 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 ExpandedPrompt icon, to view the list of options. Thereafter, mouse over an option and then click once on it, to select.

  • Click once on the Add 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 OK button.

  • Click once on the Remove Delete icon of a fee or charge item record, to remove it.

Step 8

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

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