The CDI Details - Create screen allows you to add a new creditor from the CDI list to your list of creditors.

To add a new creditor:

1. Enter the Creditor Code and Beneficiary Reference.
2. Enter the CDI Number. (Click on the button if you do not know the CDI Number).
3. The CDI Name will be displayed when the CDI Number has been entered.
4. Enter the Item Limit.
5. Click on the button (The following message is displayed: "CDI Details created successfully").
6. Click to return to the CDI Details screen.
7. To add another creditor:
   Either
   Right click the mouse button, then left click on Add a Row,
   Or
   Press the Down Arrow after you enter the Item Limit.

The following actions can be performed:

The CDI List button allows you to select a CDI without having the CDI number available. Click here for information on the CDI List screen.

Click here to view the Process flow.