THIS BLOG IS BASED ON COMPLETE KNOWLEDGE ABOUT FINACLE COMMANDS,TIPS AND TRICKS.

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HOW TO OPEN AN ACCOUNT ( OAAC ) IN FINACLE.

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OAAC (OPEN AN ACCOUNT)

This command is used in finacle core banking software by which a Banker opens the account of a customer.

  • This illustration is for opening of Saving Bank Account
  • Go to Menu option and enter option OAAC
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ENTER

OAAC consists of
  1.     G -DETAIL OR GENERAL DETAIL
  2.     S  - DETAIL OR SCHEME DETAIL
  3.     N -DETAIL OR NOMINATION DETAIL
  4.     A-DETAIL OR ADDITIONAL DETAIL 


Lets start with  G-Detail.
  • Now Enter Customer ID & Press F11 for confirming Customer’s Name
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F4
  • Enter appropriate Scheme Code & GL Sub-head Code Press F4
  • For every account opening the General & Scheme Details are mandatory.
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F6
  • The above 1st Screen of General Details will appear then enter the details like mode of
         operation, location code etc.





  • Press F6 for next screen
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F6
  • The above 2nd Screen of General Details will appear then enter the details like statement,
          frequency, interest credit a/c flag etc. Press F6 for next screen



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F6






  • The above 3rd Screen of General Details will appear.
  • Press F4 for accepting the General Details



  • Now here comes S-Detail.






  • Enter S in the Enter Option field and Press F4 to go in the Scheme Details – Then

    •      following screen will appear
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      F4

      • Press F10 for final commits.
      • After pressing F10 the 15 Digits account number will be generated by the system.
      • If the customer has nominated any body, at the time of account opening, keep the
        Nomination Flag ‘Y’ under Scheme Details and fill in the nomination details through
        option ‘N’.
      •  In case of a Joint Account add the Joint Account Holders through option ‘A’ i.e.
        Additional Party Details. The Customer IDs are necessary for all the Joint Account
        Holders.
      • Now we will see Nomination Details as well as Additional Party Details in next
        illustrations.
      •  If you have entered Y in the field “Availing Nomination facility” then go to option ‘N’.
        The following screen will appear:
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      F4



      • Input details and Press F4 for accepting Nomination Details.
      • If there are Joint Account Holders - Go to option ‘A’ and Press F4
      • In the option ‘A’ the details of the main a/c holder will appear, for adding joint a/c holders -
      • Press DOWN ARROW KEY.
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      F4
      • Press DOWN ARROW keys to add more joint a/c holders and continue as explained
              above.
      • Then Press F4 for accepting Additional Party Details
      • Other than General and Scheme Details for every additional detail you have to accept those details with F4 and then Press F10 for final commit.
      • Note down the system generated account number for further verification


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      VERIFICATION OF AN ACCOUNT


      Function: V (Verify)


      • Input Generated A/c No. in Temporary A/c No. Field and Press F4
      • For visiting all screens of General Details Press F11 continuously
      • After coming on 1st Screen Press F4 for accepting General Details
      • Enter option ‘S’ and press F4 of verifying Scheme Details
      • Verify details and Press F4.
      • If the nomination has been given then - enter option ‘N’ and press F4.
      • Verify the details and Press F4.
      • If account is Joint - Enter option ‘A’ and Press F4.
      • Verify the details and press F4.
      • Press F10 to commit. The a/c no will be displayed.
      • The account stands verified.
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      IMPORTANT THINGS TO REMEMBER IN OAAC



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