The Add Payee Certification section enables you to add Payee certification details to the Payee records. To add payee certification, perform the following procedure:
- Click
button from the Payee Certification
The Payee Certification – Add page is displayed.
- Enter the payee ID in the Payee ID Alternatively, you can enter the keyword and click button to pick a payee ID from the Lookup window.
- Click the drop down adjacent to the Certification Type field list and select the certification type. The available options are the following:
- Insurance
- Investments
You can also click button to view the Option List.
- Enter the certification number in the Certification Number
- Enter the location in the Location
- Click the License Start Date field and select the start date from the calendar.
- Click the License End Date field and select the end date from the calendar.
- Enter the owner details. Alternatively, you can enter the keyword and click button to pick an owner from the Lookup
- Click
button to save the payee certification details.
You can also click button to save the payee certification details and add another payee certification.