Maintain Investment Master Details

This activity allows you to create the investment details. You can create an investment type with the specific amount and maximum investment limit applicable for deduction. You can also modify the records based on the maximum investment limit applicable for deduction and update with the new effective date.

Select the “Maintain Investment Master Details” from the left pane.

The “Maintain Investment Master Details” page appears.

Enter the following details in the header:

Malaysian Statutory Setup Unit

Use the drop-down list box to select the Malaysian setup admin unit to which an employee belongs.

The system displays the following

Date Format	The date format as applicable to the login user.
Effective From	The effective start date of the investment type.
Effective To Date	The end date of the investment type.

Click the “Previous” pushbutton to view the previous set of investment records.
Click the “Next” pushbutton to view the next set of investment records.
Enter the following details in the multiline:

Investment Type	Use the drop-down list box to select the investment type.
Amount	The amount for the investment type.
Applicability	Use the drop-down list box to select the applicable limit for the investment type. The combo is loaded with the options “Select”, “Per Month” and “Per Year”. The system by default displays “Per Year” on launch of the page. § Per Month: The maximum investment limit applicable for deduction during a month. § Per Year: The maximum investment limit applicable for deduction during a year.
Remarks	Any remarks pertaining to the investment.

Enter the following details:

Modification Option

Use the drop-down list box to specify the modification option. The combo is loaded with “Select”, “Correct” and “Update”. The system by default displays “Select” on launch of the page.

§ Correct: The modified details are saved with the current date.

§ Update: The modified details are updated with the new effective date.

New Effective From

The new effective date of updated records.

Click the “Save” pushbutton.

The system saves the investment details.