Investment
Introduction
Helps to maintain record and monitor various types of investments of business.
Mandatory Fields
| Mandatory Fields |
|---|
| Investment Details - Already Live FD is there for this FD No.You may not Create/Modify as live records |
| Bank Name - Select from Bank Master |
| Investor Name - Select from Investment Name Master |
| Code - Select from Investment Code Master |
| From Date |
| To Date |
Principal Amount Validation - Principal amount must be between 0.01 - 9999999999.99 |
Rate of Investment Validation - Rate of tax must be between 0.01 - 999.99 |
Maturity Amount Validation - Maturity amount must be between 0.01 - 9999999999.99 |
Optional Fields
| Optional Fields |
|---|
| Notes |
Features
| Features |
|---|
| Create New |
| Modify |
| Delete |
| Renew - To update the investment. |
| Investment Code - To create investment code master records. |
| Investment Name - To create investment name. |
| Bank Master - Maintain the list of banks. |
Investment Code
It helps to maintain a record of all the Investment Code with their Discreption. This Code is used in the Investment Master creation as a drop-down.
Investment Code - Mandatory Fields
| Mandatory Fields |
|---|
| Code - Auto generated by System |
Discription Validation - Description can be upto 30 characters only. |
Features for Investment Code
| Features |
|---|
| Create New |
| Index |
| Details |
| Delete - Master Record is live. You may not delete it. |
| Modify |
Investment Name
It helps to maintain a record of all the investors with their names. This investor’s name is used in the Investment Master creation as a drop-down.
Investment Name - Mandatory Fields
| Mandatory Fields |
|---|
| Investor No - Auto generated by System |
Investor Name. Validation - Investor Name can be upto 30 characters only. |
Features for Investment Name
| Features |
|---|
| Create New |
| Modify |
| Index |
| Delete - This Master record is System Generated. You may not delete it. - Master Record is live. You may not delete it. |
Bank Master
Maintain the list of banks.
Mandatory Fields for Bank Master
| Mandatory Fields |
|---|
| Bank Code - Auto generated by System. |
| Bank Name - Upto 30 characters only allow. |
Features for Bank Master
| Features |
|---|
| Create |
| Modify |
| Delete - Master Record is live. You may not delete it. |
| Index |
| Details |