7.1 Pending Transactions
This screen displays the transactions which are pending for approval based on logged in user role.
Table 7-1 Field Description: Pending Transactions
| Field Name | Description |
|---|---|
| Acquire and Edit | Displays pop-up to acquire and edit the transaction. |
| Process Name | Displays the process name. |
| Transaction Reference No | Displays the transaction reference number. |
| Customer Name | Displays the name of the customer. |
| Account No | Displays the account number. |
| Transaction Date | Displays the date of the transaction. |
| Stage | Displays the stage of transaction. |
| Captured By | Displays the name of the user. |
| <Authorize PTP Capture> | This pop-up is displayed when user click Acquire and Edit link. |
| Customer Number | Displays the customer number. |
| Account Number | Displays the account number. |
| Customer Name | Displays the name of the customer. |
| Product Sub-Type | Displays the product subtype of the account. |
| Captured By | Displays the name of user who had performed the transaction. |
| Transaction Date | Displays the date of the transaction. |
| Transaction Status | Displays the status of the transaction. |
| Overdue Amount | Displays the overdue amount of the account. |
| Promise Date | Displays the promise date, |
| Promise Amount | Displays the promise amount. |
| Promise Type | Displays the type of promise. |
This topic consists of below topics
Parent topic: Approvals