3.1.1 Create a Product Processor

This topic describes the information about Create a Product Processor.

For creating a product processor, user need to specify details, such as product processor code, description, and the date from when it is effective.
To create a product processor:
  1. From the main menu, navigate to Collections and then click Maintenance.
  2. From the Maintenance menu, click Product Processor and then click Create Product Processor.
    The Create Product Processor page appears.
  3. In the Code field, enter a unique identification code for the product processor.
  4. In the Description field, enter a description of the product processor.
  5. From the Group Basis list, select the option based on which the application should segment the accounts received from the product processor.
  6. In the Effective Date field, select the date from when the information received from the product processor is effective in the system.
  7. Click Save.
Once the product processor is created, user can view the same using the View Product Processor page. Upon creation, the authorization status of the product processor is Unauthorized and the record status is Open. After a product processor is created, it must be authorized to be effective in the system.

Parent topic: Create Product Processor