Creating / Editing A Record


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.


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.
  • Last modified: 2021/07/27 15:29