2.10.1.45 Parties

Use Parties screen to capture the Participant Drawdown Party details such as name, role and so on.

  1. In the Participant Drawdown, click Parties tab and provide the required details.

    Table 2-55 Parties Details - Field Description

    Field Description
    Customer Type Click New/Existing button
    Party Role Select the party role from the list.
    Party Number Click Search to view and select the required party number.
    Name As per the party number selected, party name gets auto-populated.
    Update Party Maintenance Click to select for update.
  2. Click Add Party Details to add multiple parties details.