Step 1

From the Tree Menu, search for the Credit Account 360 function, and then click once on it.

Step 2

By default, system will open up the screen without any data.

Step 3

Proceed to input value for the search criteria field.

Step 4

The, click once on a relevant search criterion button.

Step 5

System will retrieve records of existing accounts and display them accordingly at the Accounts Search pop-up window, if there are more than one record found.

Note: This step will be skipped if only one account record found, as system will directly select it.

Step 6

Double-click on a relevant account record.

Note: This step will be skipped if only one account record found, as system will directly select it.

Step 7

System will retrieve related information, and displayed accordingly at the 'Credit Account 360' panel.

Step 8