View Approval Queue

Introduction

This queue enables a corporate user to view all trade instruments with various statuses such as pending for my approval, pending for corporate approval, pending for bank approval. Customer can approve, reject or send those records for repair.

Navigation

  • Click View Approval Queue in the Trade Finance Services screen.

  • The View Approval Queue screen is displayed.

What you can do

The table below provides a brief description of the data that should be entered on the screen and the functions that can be performed:

Field

Description

SEARCH CRITERIA

Request Type

Drop-down

Select the request type to be filtered.

Valid Values:

All –Default

Import LC Issuance

Import LC Amendment

Acceptance of Import Bills - Usance

Acceptance of Import Bills - Sight

Acceptance of Export LC Amendment

LC Transfer request

LC Confirmation request

Export Bill lodgement

Request Discounting/Purchase

Packing Credit Account Request

Import Finance Request

Payment Instructions Request

Request Status

Drop-down

Select the request status to be filtered.

Valid Values:

All –Default

Pending for my approval

Pending for corporate approval

Pending for bank approval

Request Date Range From - To

Date

Enter or select the request date range.

My Role

Drop-down

Select the role to list records to be approved or submitted for approval.

Valid Values:

Initiator

Approver

ADVANCED SEARCH CRITERIA

Reference ID

Alphanumeric / 5

Enter reference ID for the request.

Applicant / Drawee

Alphanumeric / 80

Enter the name of the applicant or drawee.

Beneficiary / Drawer

Alphanumeric / 80

Enter the name of the beneficiary / drawer.

Amount Range From – To

Amount / 18 (3)

Select the CCY and enter the amount range, based on which records should be retrieved.

Manual Release Required

Drop-down

Select yes if records which require manual release are to be retrieved, else select ‘No’ to retrieve records which don’t require manual release. ‘All’ displays records of both categories.

Valid Values:

All – Default

Yes

No

 

Click

To

Search

Retrieve the records matching the criteria entered above.

Clear

Clear the entered criteria.

The records matching above criteria are retrieved and displayed as below:

Field

Description

APPROVAL QUEUE

Note:

All fields in this except 'select' are display fields.

Select

Option button

Select the record on which you want to perform additional operations.

Reference ID

The reference ID of the request.

Request Type

The request type.

Request Status

The Request Status.

Request Date

The Request Date.

Currency

The request currency.

Amount

The request amount.

Applicant/Drawee

The name of  Applicant/Drawee.

Beneficiary/Drawer

The name of  Beneficiary/Drawer.

Manual Release

Whether manual release is required or not.

 

Click

To

  Retail_User_activities_img_1.png

View the previous list  page.

  Retail_User_activities_img_2.png

View the next list page.

Go to Page

Provide the page number and click Go to get the respective list page on the screen.

Approve

Approve the request. User is taken to the preview confirmation screen.

Reject

Reject the request. User is taken to the preview confirmation screen.

Manual Release Required

To release the request manually from the queue if enabled for the request.

More Actions

Select any other action you want to perform on the selected record, from the drop-down. User will be taken to the respective preview screen to confirm the action.

Update Next Approver

Send for Repair

Recall

Copy Request

View History

Download Details as

Download the list of templates in the following file formats by selecting from the drop down and clicking OK button.

HTML, XML, DAT, CSV, XLS, PDF, RTF, TXT