Distributions Perspective

Type:    Perspective
Description: Arrangement of available forms and actions that are needed to provide access to the common functionality of distribution recipients such as vendor or holding account.
Items:

Distributions
Allows to select one of the funds distribution recipients. Selection, in turn, influences the number of available functions.
Opens Form: Search Form
New
Allows to add a new vendor or holding account.
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Vendor
Allows to add a new vendor.
Opens Form: New Vendor
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Holding Account
Allows to add a new holding account. The button opens the corresponding form.
Opens Form: New Holding Account
Details
Allows to review or change a vendor's or holding account's details.
Opens Form: Distributions Details
Statements
Allows to generate a vendor's or holding account's statements.
Opens Form: Statements
Perspective...
Allows the user to change current perspective that he/she is working with.
Opens Form: Portal
Log Out
Allows to sign out of the system and terminate current session.