Note: Available credit balance is displayed
only for external operational entities when Is Visible check box is selected
in Layout screen.View Deposits screen is used to view the deposits of customers, operational entities, and partners.
To View Deposits:
On the Accounts module, select View Deposits.
Retrieve customer or operational entity details. The corresponding details appear on the screen.
Note: Available credit balance is displayed
only for external operational entities when Is Visible check box is selected
in Layout screen.
Deposit details like Deposit #, Deposit Code, Deposit Date, Plan name, Product name, Deposit Amount, Amount Paid, Lock In Period, and Status are displayed on the screen.
Click Edit under Action column against the Deposit # to redirect to Deposits screen, which allows you to modify the deposit details. Modify the required details and click Save to save the modified details.
Click Cancel to cancel the deposit details.