Maintain Party Details
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This activity allows you to create the Party details.
Select the “Maintain Party Details” activity under the “Financial Services Setup” business component.
The “Maintain Party Details” page appears.
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Party Code |
The code identifying the party. |
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Help facility available. |
Note: The system displays the details on enter of the Party Code.
Enter /Modify the following details:
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Party Type |
Use the drop down list box to select the type of Party. The combo will be loaded with Entities defined for the party type in the Financial Services Setup component. |
The system displays the following:
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Status |
The status of the Party Code. It could be Active / Inactive. |
Enter /Modify the following details:
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Name |
The name of the Party |
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Address 1 |
The complete mail address of the Party. Mandatory |
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Address 2 |
The 2nd line address of the party. |
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Address 3 |
The 3rd line address of the party. |
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City |
The city in which the party is located. |
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State |
The State in which the party is located. |
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Country |
The country in which the party is located. |
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Pin / Zip Code |
The postal code of the city. |
Enter the following details in the multiline:
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Contact Person |
The name of the contact person in the Party. |
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Designation |
The designation of the Contact person. |
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Mail ID |
The e-mail ID of the contact person. |
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Phone |
The contact number of the person. |
Click the “Save” pushbutton to create party details.
Click the “Inactivate” pushbutton to inactivate the active party details.
