Help On Share Investment ID

This page allows you to search and select the share investment ID and transfer the same to the main page. You can initiate the search by specifying the share investment ID, share investment ID description, status, starting and ending range of the payment number. You can specify a single field or a combination of fields in the search criteria. The system retrieves corresponding results that match the criteria in the multiline. Otherwise, the system retrieves blank records in the multiline. These details are transferred to the main page when it is confirmed.

Click the lens icon positioned along the “Share Investment ID” field.

The “Help On Share Investment ID” page appears.

Enter the following fields in the header:

Share Investment ID	A unique number identifying the share investment for which you wish to search and retrieve the details.
Share Investment ID Description	The detailed description of the share investment ID for which you wish to search and retrieve the details.
Status	Use the drop-down list box to select the status of the share investment. The combo is loaded with “All”, “Authorized”, “Deleted” and “Fresh”. The system displays “All” by default on launch of the page.
From Payment No	The starting range of the payment number from which you wish to search and retrieve the details.
To Payment No.	The ending range of the payment umber until which you wish to search and retrieve the details.
Finance Book	Use the drop-down list box to select the finance book from which you wish to search and retrieve the details.
From Purchase Date	The date on which the share was purchased from which you wish to search and retrieve the details.
To Purchase Date	The date on which the share was purchased until which you wish to search and retrieve the details.

Click the “Search” pushbutton to retrieve the share investment details.

For the combinations specified in the search criteria, the system retrieves the permit details to the multiline using “%” operator if only a single field is specified.

The system displays the following fields in the “Search Result” multiline:

Share Investment ID	A unique number identifying the share investment.
Share Investment ID Description	The detailed description of the share investment.
Share Name	The name of the share.
Share Type	The share type. The share type can be “Equity” or “Preference”.
Statement No.	A unique number identifying the share statement.
Purchase Date	The date on which the share was purchased.
Units	The total number of units of the share.
Share Price Per Unit	The per unit price of the share.
Amount Invested	The total amount of the share.
Status	The status of the share.
Document No.	A unique number identifying the document.
Document Date	The date on which the share document was created.
Payment No.	A unique number identifying the payment.

Check the box in the “Select” column of the multiline to mark the share investment details.
Click the “OK” pushbutton to transfer the share investment details to the main page.