Account Classification Code Function - Update Scenarios

Scenario 1: Update Details of an Account Classification Code

Details

Step 1

From the Tree Menu, search for the Account Classification Code function, and then click once on it.

Step 2

By default, system will display the screen with unfiltered data.

Note:

  • All the available account classification codes will be listed.

  • User needs to either go through the entire list or input the relevant search criteria, and then click once on the Refresh button.

Step 3

Click once on the Details icon, of an account classification code.

Step 4

System will display the details of the selected account classification code at the Account Classification Code Details pop-up window.

Step 5

Proceed to overwrite the values of all the relevant fields located at the Account Classification Code Details pop-up window.

Step 6

Click once on the Save button. Upon confirmation on data saving, system will capture and save the data updated.

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