Financial Services Setup - An Overview
Introduction
This component facilitates the loading of the drop-down list boxes (combo) in some components of the Ramco Enterprise Series software. This component facilitates the loading of values for the combos “Investment Party Type”, “Fixed Return Investments”, “Tenure Periodicity” and “Interest Periodicity in Investment Transactions components. This component helps in adding new values in the combos and also to update the existing values to suit the changing business scenarios. This component also facilitates in defining the Investment party details
Feature Highlights
Defining Entity details for the Entities - Investment Party Type, Fixed Return Investments, Tenure Periodicity and Interest Periodicity.
Party Details for recording the investment details
List of Activities
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Go to Activity… |
For… |
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Maintain Entity Details |
Maintaining the entity details for use in other business components |
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Maintain Party Details |
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View Entity Details |
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View Party Details |
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Set Function Parameters |
Setting the parameters for operating Financial Services Setup |
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View Function Parameters |