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## 3.1 Party Preferences- Search

This topic describes the systematic instruction to Party Preferences- Search feature.

To search party preferences of party:

1. Navigate to one of the above paths.
   The Party Preferences screen appears.
2. Perform any one of the following actions:
   - In the Party ID field, enter the party ID whose party preferences you want to view.
   - In the Party Name field, enter the name of the party whose party preferences you want to view.
   - In the Account Type field, select account type (i.e. CASA,TD & Loan) and Enter account number of party whose party preferences you want to view.
3. Perform any one of the following actions:
   - Click Search.

     If party preference is already maintained, user is directed to Party Preference – View screen.

     If party preference is not maintained, user is directed to Party Preference – Create screen.

     In case of invalid party, error message is shown on the screen.

   - Click Clear to reset the details.
   - Click Cancel to cancel the transaction.

   Figure 3-2 Party Preferences- Search (Party ID)

   Description of "Figure 3-2 Party Preferences- Search (Party ID)"

   In case of a party search by name, system displays the matching party records. The records have parties listed with both Party ID and Party Name information. User can select the record by clicking on the Party ID from the list.

   Figure 3-3 Party Preferences- Search (Party Name)

   Description of "Figure 3-3 Party Preferences- Search (Party Name)"

   Figure 3-4 Party Preferences- Search(Account Number and Account Type)

   Description of "Figure 3-4 Party Preferences- Search(Account Number and Account Type)"

   Table 3-1 Party Preferences- Search - Field Description

   Field Name | Description
   --- | ---
   Search | Information specified in below fields are related to search.
   Party ID | Party ID for which the party preference to be maintained/ viewed.
   Party Name | Party Name of a party for which the party preference to be maintained or viewed.
   Account Type | Account type of Party for which the party preference to be maintained/ viewed. Account type can either CASA, TD, Credit Card & Loan.
   Account Name | Account Number of a party for which the party preference to be maintained or viewed.

Parent topic: Party Preferences