1. Bilateral Loans
  2. Defining Attributes Specific to Loan product
  3. Setting Product Preferences
  4. UDF Upload

3.2.29 UDF Upload

Specify the User ID and Password, and login to Homepage.
  1. On the homepage, type OLDUDFUL and click next arrow.
    The UDF Upload screen is displayed.

    Figure 3-14 UDF Upload


    Description of Figure 3-14 follows
    Description of "Figure 3-14 UDF Upload"

  2. For UDF upload, you should enter the below fields in the .csv file to be uploaded
    • Function ID / Contract Reference Number
    • Field Name
    • Field Value
    • Record Key

    Note:

    If you want to upload UDF values for contracts, the Contract Reference Number should be entered in the column (Function ID / Contract Reference Number) and the column (Record Key) needs to be left blank.
  3. UDF values can be uploaded for maintenances such as customer screen and limits maintenance screen. When uploading UDF values for maintenances, Record Key should be given in the .csv file to be uploaded.
  4. You can click New and select the .csv file name using the LOV in the search block field XL File to be uploaded and upload the file.
  5. After uploading the file, you should click the save button in the screen.
  6. The system performs the below validations during the save of UDF upload and appropriate error messages are displayed if any validation is failed.
    • Header format of the uploaded.csv file should be in accordance with the upload template.
    • Format of the individual line items must be in accordance with the upload template.
  7. Record is saved upon successful validation and the system displays a message saying the upload is successful; the uploaded records are updated in the detailed block and enabled for authorization.
  8. Once the records are populated in the detailed Authorizing UDF Uploadlock, you are not allowed to delete any record individually.
  9. In cases you have to delete some of the records, you should delete the upload and perform a new upload.
    This topic contains the following sub-topics:

Parent topic: Setting Product Preferences