You can modify a new Netting Calendar library profile from either the Netting Calendar Library Summary Form or the Netting Calendar Input Detail Form. Note: You can modify current and future Netting Calendar library profiles, which are bolded on the summary form.
From the Netting Calendar Summary Library: Input/Modify Tab:
On the CitiDirect navigation bar, click Maintenance, and then click Library Maintenance. The Library Maintenance Summary Form appears. All libraries to which you are entitled are listed by service class.
Select the Netting Calendar library, and then click OK. The Netting Calendar Library Summary Form appears. Note: To find the Netting Calendar library quickly, click Search.
Select the row you want to modify. Make the necessary changes.
Click Submit. The profile moves to the next step in the process as defined by Flow Control requirements.
From the Netting Calendar Modify Detail Form:
Repeat steps 1 and 2 above.
Select the row you want to modify. To select multiple profiles, drag the cursor down sequential lines or hold the CTRL key as you click to select individual lines that are not sequential. Click Go to Details. The Netting Calendar Input Detail Form appears.
Make the necessary changes.
To enter any additional dates, click New at the bottom of the Other Dates list box. A Details dialog box appears. In the Date and Description fields, enter the necessary information. Click Save. The new date is added to the Other Dates list box. Click Close.
–OR–
To edit any of the additional dates in the Other Dates list box, select the appropriate row and click Edit at the bottom of the Other Dates list box. A Details dialog box appears. Enter the necessary information. Click Save. The updated information is added to the Other Dates list box. Click Close.
–OR–
To delete any of the rows in the Other Dates list box, select the appropriate row and click Delete at the bottom of the Other Dates list box. A Warning dialog box appears. Click Yes to confirm delete.
Click Submit. If multiple library profiles were selected and you do not want to modify the current profile, click Next to modify the next selected profile. Once all selected profiles are modified, clicking Next or Submit returns you to the summary form.
Click Submit. The profile moves to the next step in the process as defined by Flow Control requirements.
Notes:
The Status column will show the status of "Verified" or "Verification Required" for each individual profile.
The Error column will show any errors that were identified during the validation process.
To return to the Netting Calendar Summary Form, click Return to Summary.