2.10.1.26 Parties

This topic describes the systematic instructions to Parties screen. This screen is used to capture the participant drawdown party details such as name, role and so on.

  1. From Participant Drawdown, click Parties tab and provide the required details.
    The Parties screen displays.

    For more information on fields, refer to the field description table.

    Table 2-41 Parties Details - Field Description

    Field Description
    Customer Type Select the customer type - New/Existing.
    Party Role Select the party role from the list.
    Party Number Select the required party number.
    Name As per the party number selected, party name gets auto-populated.
    Update Party Maintenance Select for update party maintenance.
  2. Click Add Party Details to add multiple parties details.
  3. Click Save & Close, to save and close the details.
  4. Click Next, to navigate to the next screen.