2.10.1.1 Settlement Details

This topic describes the systematic instructions to Settlement Details screen. This screen is used to capture the settlement details such as name, number and so on.

  1. In the Agency Drawdown, click Settlement Details tab provide the required details.
    The Settlement Details screen displays.

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

    Table 2-12 Settlement Details - Field Description

    Field Description
    Party Name Select the required name.
    Party Number The party number gets auto-populated.
    SSI Party Select the required SSI party.
    SSI Party Number The SSI party number gets auto-populated.
    Accounts The accounts gets auto-populated.
  2. Click Add Settlement Party to add multiple details.
  3. Click Save & Close, to save and close the details.
  4. Click Next, to navigate to the next screen.