2.3.1 Create Service Preferences

You can create service preferences for Transaction Code for Debit, Transaction Code for Credit, Exchange Rate Code, and Exchange Rate Type servicing screens using the Create Service Preferences screen.

To create service preferences:

  1. On the Home screen, from the Servicing Configurations, under Servicing Configurations, click Create Service Preferences. You can also open the screen by specifying Create Service Preferences in the search icon bar and selecting the screen.

    The Create Service Preferences screen is displayed.

    Figure 2-13 Create Service Preferences

    Description of Figure 2-13 follows
    Description of "Figure 2-13 Create Service Preferences"
  2. On the Create Service Preferences screen, select or specify the required details. For more information on fields, refer to the field description table.

    Table 2-13 Create Service Preferences – Field Description

    Field Description
    Lifecycle Code Select the lifecycle code for the servicing screens.
    Description Displays the description based on the lifecycle code selected.
    Transaction Parameters This section displays the fields to select the parameters for the transactions.
    Transaction Code For Debit Select the code for the debit transaction.
    Transaction Code For Credit Select the code for the credit transaction.
    Offset GL Select the offset GL for the transaction.
    Exchange Rate Details This section displays the fields to create the rate preferences.
    Rate Code Select the code for the exchange rate.
    Rate Type Select the type for the exchange rate. The options are:
    • Mid
    • Buy/Sell
  3. Click Save.