Synergi User Manual

Account Details 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:-

Account Information (Panel)
Please Enter Search Value	This is the value to be used to search for the related account record. Note: If the value inputted into this field is relating to Account No., Name, or ID No., click once on the related Account No., or Name, or ID No button, accordingly.
Account No.	This is the button to be clicked once, to search and retrieve the relevant account records. Note: Click once on this button if the value inputted at the 'Please Enter Search Value' field is relating to existing account number.
Name	This is the button to be clicked once, to search and retrieve the relevant account records. Note: Click once on this button if the value inputted at the 'Please Enter Search Value' field is relating to existing customer names.
ID No.	This is the button to be clicked once, to search and retrieve the relevant account records. Note: Click once on this button if the value inputted at the 'Please Enter Search Value' field is relating to existing Customer IDs.

Account Information (Panel)

Please Enter Search Value

This is the value to be used to search for the related account record.

Note: If the value inputted into this field is relating to Account No., Name, or ID No., click once on the related Account No., or Name, or ID No button, accordingly.

Account No.

This is the button to be clicked once, to search and retrieve the relevant account records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Value' field is relating to existing account number.

Name

This is the button to be clicked once, to search and retrieve the relevant account records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Value' field is relating to existing customer names.

ID No.

This is the button to be clicked once, to search and retrieve the relevant account records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Value' field is relating to existing Customer IDs.

This panel will pop upon the function screen opened.
The purpose of this panel is for user to search for the relevant credit facility account record.

Accounts Search (Pop-Up Window)
Please Enter Search Value	This is the value to be used to search for the related account record. Note: If the value inputted into this field is relating to Account No., Name, or ID No., click once on the related Account No., or Name, or ID No button, accordingly.
Account No.	This is the button to be clicked once, to search and retrieve the relevant account records. Note: Click once on this button if the value inputted at the 'Please Enter Search Value' field is relating to existing account number.
Name	This is the button to be clicked once, to search and retrieve the relevant account records. Note: Click once on this button if the value inputted at the 'Please Enter Search Value' field is relating to existing customer names.
ID No.	This is the button to be clicked once, to search and retrieve the relevant account records. Note: Click once on this button if the value inputted at the 'Please Enter Search Value' field is relating to existing Customer IDs.
<Accounts Listing> (Sub-Panel)
Account No.(Status)	This is the system generated unique reference number of the respective credit facility account and the related status of the account, e.g., A - Active.
Name	This is the customer name of the main holder of the account.
ID No.	This is the unique identification number of an individual (as in a person).
Reln	This is the code and description of the customer-account relationship. The options that can be displayed, are as follows:- M - Main Holder G - Guarantor
Product Description.	This is the credit facility’s code and name of the product contained in the account.

Accounts Search (Pop-Up Window)

Please Enter Search Value

This is the value to be used to search for the related account record.

Note: If the value inputted into this field is relating to Account No., Name, or ID No., click once on the related Account No., or Name, or ID No button, accordingly.

Account No.

This is the button to be clicked once, to search and retrieve the relevant account records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Value' field is relating to existing account number.

Name

This is the button to be clicked once, to search and retrieve the relevant account records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Value' field is relating to existing customer names.

ID No.

This is the button to be clicked once, to search and retrieve the relevant account records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Value' field is relating to existing Customer IDs.

<Accounts Listing> (Sub-Panel)

Account No.(Status)

This is the system generated unique reference number of the respective credit facility account and the related status of the account, e.g., A - Active.

Name

This is the customer name of the main holder of the account.

ID No.

This is the unique identification number of an individual (as in a person).

Reln

This is the code and description of the customer-account relationship.

The options that can be displayed, are as follows:-

M - Main Holder
G - Guarantor

Product Description.

This is the credit facility’s code and name of the product contained in the account.

This window will pop up, after user has clicked once on one of the available search criterion buttons, located at the <Account Information> panel, when there are more than one record found.
The purpose of this window is for user to select a relevant account record found.

Account Information (Panel)
Customer Name/ Customer ID.	This is the main holder’s customer name, and the related Customer ID number.
Account No.	This is a system generated credit facility account number.
Product	This is the currency code and product code with the related brief product description of the credit facility account.
Account Info	This is the brief details of the account, of which presently it is the status of the credit facility account, e.g., A - Active.
First Release On	This is the date that first disbursement of the credit facility has been performed on the account.
Tenor	This is the credit financing term of the credit facility, e.g., 108 By Month.
Expiry Date	This is the last date of the facility, and rightfully the last date that full repayment of the facility is to be made.

Account Information (Panel)

Customer Name/ Customer ID.

This is the main holder’s customer name, and the related Customer ID number.

Account No.

This is a system generated credit facility account number.

Product

This is the currency code and product code with the related brief product description of the credit facility account.

Account Info

This is the brief details of the account, of which presently it is the status of the credit facility account, e.g., A - Active.

First Release On

This is the date that first disbursement of the credit facility has been performed on the account.

Tenor

This is the credit financing term of the credit facility, e.g., 108 By Month.

Expiry Date

This is the last date of the facility, and rightfully the last date that full repayment of the facility is to be made.

This panel will be displayed, after user has clicked twice on an account record at the Accounts Search pop-up window.
The purpose of this panel is for user to view the details of the selected Account record.

Account Maintenance (Panel)
Main (Section)
Officer In Charge	This is the officer who has been assigned to take charge of this credit facility account.
Officer In Charge 2	This is the second officer who has been assigned to take charge of this credit facility account.
Remarks	This is the further comments or description for a selected credit facility account.
Reminder 1	This is to indicate that this type of letter of reminder is to be generated for the credit facility account. Checked check box means the reminder type is relevant.
Reminder 2	This is to indicate that this type of letter of reminder is to be generated for the credit facility account. Checked check box means the reminder type is relevant.
Reminder 3	This is to indicate that this type of letter of reminder is to be generated for the credit facility account. Checked check box means the reminder type is relevant.
Reminder 4	This is to indicate that this type of letter of reminder is to be generated for the credit facility account. Checked check box means the reminder type is relevant.
Reminder 5	This is to indicate that this type of letter of reminder is to be generated for the credit facility account. Checked check box means the reminder type is relevant.
Reminder Guarantor	This is to indicate that this type of letter of reminder is to be generated for the credit facility account. Checked check box means the reminder type is relevant.
Reminder 4th Schedule	This is to indicate that this type of letter of reminder is to be generated for the credit facility account. Checked check box means the reminder type is relevant.
Reminder Letter of Demand	This is to indicate that this type of letter of reminder is to be generated for the credit facility account. Checked check box means the reminder type is relevant.
Reminder Bill	This is to indicate that this type of letter of reminder is to be generated for the credit facility account. Checked check box means the reminder type is relevant.
Correspondence (Section)
Correspondence	This is an indicator for the row of postal address that is to be selected as the correspondence address. Checked check box at a row of postal address record indicates that the row of address record is to be the correspondence address for the customer.
Address Type	This refers to the applicable address type for a credit facility account, e.g. Permanent Address.
Address Seq.	This refers to the ordered number list of an address.
Address	This refers to the applicable correspondence mailing address for a credit facility account.
Corr.Email (Section)
Correspondence	This is an indicator for the row of email address that is to be selected as the correspondence address. Checked check box at a row of email address record indicates that the row of address record is to be the correspondence address for the customer.
Address	This refers to the customer’s location, or path of delivery of electronic mails, or messages.
Other Details (Section)
This section will display other required information relating to the credit facility account, if any. The list of fields or column that will be display in this section will be made available at the actual syste, if any, dependent on the arrangement made during system implementation
Document (Section)
File Name	This is the name of the respective document attached to the credit facility account.
Remarks	This is the comments made on the respective document attached to the credit facility account.
Created On	This is the date the respective document attached to the credit facility account.
Created By	This is the User ID of the user who has uploaded the document.
Download	This is the button to be clicked to preview, copy or print out the document.

Account Maintenance (Panel)

Main (Section)

Officer In Charge

This is the officer who has been assigned to take charge of this credit facility account.

Officer In Charge 2

This is the second officer who has been assigned to take charge of this credit facility account.

Remarks

This is the further comments or description for a selected credit facility account.

Reminder 1