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    Day 4 - Session 4 - Local Reference Fields

    Uploaded by

    Emmanuel Uchenna Chukwu
    This document provides an overview of local reference fields in T24 applications. It discusses how to create local reference fields using the LOCAL.TABLE and LOCAL.REF.TABLE applications to define field properties and attach fields to applications. Conditional local references are also covered, explaining how to set conditions in LOCAL.TABLE to dynamically default field values based on other application fields. The document includes examples and step-by-step solutions for creating both simple and conditional local references.

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    Day 4 - Session 4 - Local Reference Fields

    Uploaded by

    Emmanuel Uchenna Chukwu
    102 views43 pages
    This document provides an overview of local reference fields in T24 applications. It discusses how to create local reference fields using the LOCAL.TABLE and LOCAL.REF.TABLE applications to define field properties and attach fields to applications. Conditional local references are also covered, explaining how to set conditions in LOCAL.TABLE to dynamically default field values based on other application fields. The document includes examples and step-by-step solutions for creating both simple and conditional local references.

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    This document provides an overview of local reference fields in T24 applications. It discusses how to create local reference fields using the LOCAL.TABLE and LOCAL.REF.TABLE applications to define field properties and attach fields to applications. Conditional local references are also covered, explaining how to set conditions in LOCAL.TABLE to dynamically default field values based on other application fields. The document includes examples and step-by-step solutions for creating both simple and conditional local references.

    Copyright:

    © All Rights Reserved
    Download as PPT, PDF, TXT or read online from Scribd
    Download as ppt, pdf, or txt
    102 views43 pages

    Day 4 - Session 4 - Local Reference Fields

    Uploaded by

    Emmanuel Uchenna Chukwu
    This document provides an overview of local reference fields in T24 applications. It discusses how to create local reference fields using the LOCAL.TABLE and LOCAL.REF.TABLE applications to define field properties and attach fields to applications. Conditional local references are also covered, explaining how to set conditions in LOCAL.TABLE to dynamically default field values based on other application fields. The document includes examples and step-by-step solutions for creating both simple and conditional local references.

    Copyright:

    © All Rights Reserved
    Download as PPT, PDF, TXT or read online from Scribd
    Download as ppt, pdf, or txt
    of 43

    Local Reference Fields

    Day 4 - Session 4
    Local Reference Fields
    Dates
    24/02/2011 Tech Support Program
    Venue
    Microcred, Senagal
    Plan & Objective
    Topics for the session

     LOCAL.TABLE
     LOCAL.REF.TABLE

    3 Thesys Training Centre


    Objective

     At the end of this session, participants will


    • Appreciate feature of local reference field in T24
    • Know to create a local reference field for T24 application
    • Know to how to set up conditions for a local reference field

    4 Thesys Training Centre


    Introduction to Local Reference Fields
    Why Local Reference Fields?

     Not all fields required by a bank are available in a T24


    application
     Local Reference Field are User defined & totally
    customizable
     Once created, can be reused in various applications

    6 Thesys Training Centre


    How to Create Local Reference Field?

     LOCAL.TABLE – To create field and assign properties


     LOCAL.REF.TABLE – To attach created field to application

    7 Thesys Training Centre


    LOCAL.TABLE
    Important Fields

     ID is numeric
     Description – Holds a description of the field
     Short Name – Name that is displayed for that field
     Maximum Char – Maximum number of characters that the
    field can hold

    9 Thesys Training Centre


    Important Fields

     Minimum Char – If entered, the field becomes a mandatory


    field in the application
     Char Type – Type of data that can be input in this field
     Vetting Table – List of predefined values the field can hold
     Remark – Enrichment for items in the vetting table

    10 Thesys Training Centre


    LOCAL.TABLE

    11 Thesys Training Centre


    Local Reference Creation

     Enter LOCAL.TABLE, I followed by numeric value in


    command line
     Input details in the mandatory as well as other required fields
     Commit the record

    12 Thesys Training Centre


    Example

     Create a local reference field ‘Customer Gender’

    13 Thesys Training Centre


    Solution

     Create the field Customer Gender using LOCAL.TABLE


    application

    14 Thesys Training Centre


    LOCAL.REF.TABLE
    Important Fields

     ID – T24 application that the local reference field is going to


    be attached to
     Local Table No. – ID of the LOCAL.TABLE
     Sub Assoc Code – Must be used if the local reference field
    is a multi value or an associated multi value
    • XX. Multi Value
    • XX< Start of an associated multi value set
    • XX- Part of an associated multi value set
    • XX> End of the associated multi value set

    16 Thesys Training Centre


    LOCAL.REF.TABLE

    17 Thesys Training Centre


    Local Reference Field Creation

     Enter LOCAL.REF.TABLE I followed by application name in


    command line
     Input ID of LOCAL.TABLE
     Commit and authorize the record

    18 Thesys Training Centre


    Example

     Create local reference field ‘Customer Gender’ to Customer


    application

    19 Thesys Training Centre


    Solution

     Attach the created local reference field to Customer


    application

    20 Thesys Training Centre


    Solution

     The local reference appears in application as shown

    21 Thesys Training Centre


    Workshop
    Workshop 1

     Create a local reference field ‘Secured Y N’ and attach it to


    Account application

    23 Thesys Training Centre


    Solution 1

     Create a local field using LOCAL.TABLE application

    24 Thesys Training Centre


    Solution 1

     Create an entry of the newly created local field in the


    Account application

    25 Thesys Training Centre


    Solution 1

     The attached Local Reference field appears in Account


    application as shown

    26 Thesys Training Centre


    Workshop 2

     Create local reference fields ‘ID Proof’ and ‘Proof’ for


    Account application, setting Proof as multi-value field

    27 Thesys Training Centre


    Solution 2

     Create local fields using LOCAL.TABLE application as


    shown

    28 Thesys Training Centre


    Solution 2

    29 Thesys Training Centre


    Solution 2

     Create an entry of the newly created local field in the


    Account application

    30 Thesys Training Centre


    Solution 2

     The Local Reference field appears as shown

    31 Thesys Training Centre


    Additional Features
    Local Reference Fields with condition

     The Local reference field can be set as No Input field and


    then can be defaulted based on condition
     For condition setup, use the LOCAL.TABLE fields (shown in
    screen shot)

    33 Thesys Training Centre


    Important Fields

     Application – To which the local field is going to be attached


     Decis Field – Field in the application whose value has to be
    checked
     Replace File – Another application
     Replace Fld – Field in application whose value needs to be
    checked

    34 Thesys Training Centre


    Important Fields

     Decision - 'EQ', 'GE', 'GT', 'LE', 'LK', 'LT', 'NE', or 'UL'.


     Decision Fr / Decision To – Range of values can be
    specified
     Override Possible – Can input in the local field differ from the
    decision set
     Default Possible – If Y, value in vetting table is defaulted
     Noinput change Fld – Local field property can be set to no
    input or no change

    35 Thesys Training Centre


    Important Fields

     Application Vet – Application against the key of which the


    field is being validated
     Appl Enrichm Field – Which field in the application
    mentioned above is to be used as enrichment

    36 Thesys Training Centre


    Example

     Create a conditional local reference field ‘Valued Customer’


    for Account application
     Wherein the field is updated with ‘Y’, when the conditions
    sector = 1000 and category = 1001 are satisfied
     The field is updated with ‘N’, when the conditions sector =
    1000 and category = 1001 are not satisfied

    37 Thesys Training Centre


    Solution

     Create a local field ‘Valued Customer’


     This local field is to be attached to Account application
     Customer field in Account is the link to Customer file from
    where Sector value is picked up and checked as the first
    condition
     The second condition is Category field in Account

    38 Thesys Training Centre


    Solution

    39 Thesys Training Centre


    Solution

     Attach the ID of local field in LOCAL.REF.FIELD

    40 Thesys Training Centre


    Solution

     Check the conditional default of newly created local


    reference field, on committing the record

    41 Thesys Training Centre


    Summary

     We have learnt how to


    • Create
    a local reference field for T24 application –
    LOCAL.TABLE & LOCAL.REF.TABLE applications
    • Create a conditional local reference field for T24 application –
    LOCAL.TABLE application

    42 Thesys Training Centre


    All product names and other company names used herein are for identification purposes only and
    may be trademarks or registered trademarks of their respective owners. Errors and omissions excepted,
    all specifications are subject to change without notice.

    © 2009 Thesys Technologies Incorporated. All rights reserved.

    FOR MORE INFORMATION


    Visit : www.thesys.co.in
    email : [email protected]

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