Maintain Share Information

This page allows you to record the share related details.

Select the “Maintain Share Information” activity under the “Investment Transactions” business component.

The “Maintain Share Information” page appears.

Note: Clicking this icon available near certain fields takes you to the help page of the respective field.

Enter the following fields:

Share Id	A unique number identifying the share id number in the system (Mandatory, 20).
Share Id Description	A textual description of the share id number provided (Alphanumeric, 255).
Status	The status of the document would get displayed here. The document status would be displayed as Active on click of “Create” push button.
Finance Book	Use the drop-down list box to select the finance book mapped in which the fund related postings should be made.

Enter the following fields in the “Share Information” group box:

Share Name	The name of the company in which the shares are being purchased will be selected here.
Share Type	The type of the share whether equity or preference to be mentioned here.
Account Code	The share investment account code to be mentioned here.
Description	The description of the account code would get displayed here.
Advance Account Code	The account code in which the investment amount to be captured if the amount paid is recorded as an advance.
Description	The description of the advance account code would get displayed here.

Click the “Create” push button to create the share details.

The login id of the user would get updated under “Created By” and the date of creation under “Created Date” on click of “Create” push button.

The status of the document turns “Active”

Click the “Edit” push button to edit the saved details.

The login id of the user modifying the details would get updated under “Modified By” and the modification date under “Last Modified Date” on click of “Edit” push button.

The status of the document remains the same.