Summary

• Page properties (1 modified, 0 added, 0 removed)

Details

Page properties

Content

...	...	@@ -1,81 +1,49 @@
1		-(% style="text-align: center;" %)
2		-(% style="color:#2980b9; font-size:28px" %)**IMPORTING POLICY DATA**
	1	+**DISCLAIMER**
3	3
	3	+Please note, whilst care is taken to illustrate numerous scenarios, it is impossible to detail all instances and therefore this document should merely serve as a guide for the purposes of demonstrating system functionality and conducting employee training.
4	4
5		-(% style="text-align: center;" %)
6		-(% style="color:#2980b9" %)**BY**
	5	+In accordance with the above paragraph, this training manual is published and distributed on the basis that EBSphere (Pty) Ltd is not responsible/accountable for any actions taken by users of information contained in this training manual nor for any error in or omission from this manual.
7	7
	7	+EBSphere (Pty) Ltd does not accept any responsibility whatsoever for a misrepresentation performed by any person in respect of claims, losses or damage or any other matter, either direct or consequential arising out of or in relation to the use and reliance, whether wholly or partially, upon any information contained or products referred to in this manual.
8	8
9		-(% style="text-align:center" %)
10		-[[image:Import Member Payments Policy Data_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
	9	+Further, the contents of this training manual are subject to change without any notice and further highlight the need for this training manual to serve only as a guide.
11	11
12		-(% class="box infomessage" %)
13		-(((
14		-(% style="break-before: page" %)
15		-
16	16
17		-(% style="text-align: center;" %)
18		-(% style="color:#2980b9; font-size:20px" %)**Table of Contents**(%%)
19	19
20	20
21		-{{toc/}}
22	22
23		-
24		-)))
25	25
26	26
27		-(% style="break-before: page; text-align: center;" %)
28		-== (% style="color:#2980b9" %)**Import Member Payment Policy Data**(%%) ==
29	29
	18	+**COPYRIGHT**
30	30
31		-**Once the Members have been loaded in the system, complete the template provided with the policy information.**
	20	+This documentation and the software described in it is the exclusive property of EBSphere (Pty) Ltd. This manual or the software may not be copied in whole or part, without the express written consent of EBSphere (Pty) Ltd. Under the law, copying includes translating into another language or format.
32	32
33		-The **Import Member Payment Policy Data (Report Only)** batch and template is used to import new policy information, as well as make policy changes.
	22	+EBSphere (Pty) Limited
34	34
35		-(% style="text-align:center" %)
36		-[[image:Import Member Payments Policy Data_html_62631f6518ff6cef.png||height="auto" width="auto"]]
	24	+P.O. Box 785803
37	37
38		-(% style="break-before: page %)
39		-A report will populate. Remember to save the batch number for the confirmation process. Ensure that all errors are resolved before committing the changes into the system.
	26	+Sandton
40	40
41		-(% style="text-align:center" %)
42		-[[image:Import Member Payments Policy Data_html_df39296f17649b9b.png||height="auto" width="auto"]]
	28	+2146
43	43
44	44
45		-The **Import Member Payment Policy Data (Commit)** batch is used to commit the data/changes imported in the previous batch. Load the batch reference number in the field provided, before executing the batch.
46	46
47		-(% style="text-align:center" %)
48		-[[image:Import Member Payments Policy Data_html_88be31f6d04fa783.png||height="auto" width="auto"]]
	32	+[[image:Import Member Payments Policy Data_html_8cba33b1e8c9fa24.gif||height="96" width="344"]] [[image:Import Member Payments Policy Data_html_857ba1e075348553.png||height="13" width="656"]] //Import Member Payment Policy Data//
49	49
	34	+**Once the Members have been loaded in the system, complete the template provided with the policy information.**
50	50
51		-(% style="text-align: center;" %)
52		-== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
	36	+The **Import Member Payment Policy Data (Report Only)** batch and template is used to import new policy information, as well as make policy changes.
53	53
54		-(% style="break-before: page" %)
55		-(% style="color:#2980b9" %)**DISCLAIMER**
	38	+[[image:Import Member Payments Policy Data_html_62631f6518ff6cef.png||height="130" width="472"]]
56	56
57		-Please note, whilst care is taken to illustrate numerous scenarios, it is impossible to detail all instances and therefore this document should merely serve as a guide for the purposes of demonstrating system functionality and conducting employee training.
	40	+A report will populate. Remember to save the batch number for the confirmation process. Ensure that all errors are resolved before committing the changes into the system.
58	58
59		-In accordance with the above paragraph, this training manual is published and distributed on the basis that EBSphere (Pty) Ltd is not responsible/accountable for any actions taken by users of information contained in this training manual nor for any error in or omission from this manual.
	42	+[[image:Import Member Payments Policy Data_html_df39296f17649b9b.png||height="169" width="608"]]
60	60
61		-EBSphere (Pty) Ltd does not accept any responsibility whatsoever for a misrepresentation performed by any person in respect of claims, losses or damage or any other matter, either direct or consequential arising out of or in relation to the use and reliance, whether wholly or partially, upon any information contained or products referred to in this manual.
	44	+The **Import Member Payment Policy Data (Commit)** batch is used to commit the data/changes imported in the previous batch. Load the batch reference number in the field provided, before executing the batch.
62	62
63		-Further, the contents of this training manual are subject to change without any notice and further highlight the need for this training manual to serve only as a guide.
	46	+[[image:Import Member Payments Policy Data_html_88be31f6d04fa783.png||height="291" width="478"]]
64	64
65	65
66		-(% style="color:#2980b9" %)**COPYRIGHT**
67	67
68		-This documentation and the software described in it is the exclusive property of EBSphere (Pty) Ltd. This manual or the software may not be copied in whole or part, without the express written consent of EBSphere (Pty) Ltd. Under the law, copying includes translating into another language or format.
69		-
70		-
71		-EBSphere (Pty) Limited
72		-
73		-P.O. Box 785803
74		-
75		-Sandton
76		-
77		-2146
78		-
79		-
80		-(% style="text-align:center" %)
81		-[[image:Everest User Manuals.6\. PensionersBeneficiaries.Importing a Pensioner.Import Membership Changes.WebHome@EBSphere_RGB Small.jpg]]