Creating / Editing A Record
Example - Creation
Example - Editing
Fields
| Field | Mandatory | Type | Description |
|---|---|---|---|
| ID (leave blank for generated ID) | No | Text Box | NOTE: Option only available for new Credits. |
| Amount | Yes | Text Box | Amount format is a decimal value for ££.pp (10.99). |
| Collection Date | Yes | Text Box | Date format is YYYY-MM-DD. You can use the Calendar icon to pick a valid date in the future. |
| Status | Yes | Dropdown | New Credits should be set to “Pending Submission”. The system will update this field as the Credit progresses through it's lifecycle. |
| Description | Yes | Text Box | This is a text field to give a description to the Credit. |
| SUN | Yes | Dropdown | NOTE: Option only available for new Credits. Available SUNs to connect the credit to. |
| Originator Account | Yes | Dropdown | NOTE: Option only available for new Credits. Available Originator Accounts, for the selected SUN, to connect the Credit to. |
| Reference | No | Text Box | This can be used to give a Custom Reference to the Credit. |
| Default Narrative | No | Text Box | Text, associated with the transaction, which will be displayed in the customers Bank Account. Maximum 18 characters. |
| RTI Reference | No | Text Box | Is used for Payroll Credits. Maximum of 4 characters. Can only contain “/” Slash, “A–Z” uppercase Alpha characters, “0–9” Numeric characters or “.” Full stop. |
Actions
Available actions, subject to permissions, are:
| Action | Description |
|---|---|
| “SAVE” Button | Saves the new record and displays the Detail View. |
| “CANCEL” Button | Cancels the record creation, or ignores changes, and returns to either the List View or the Detail View. |