This topic provides systematic instructions to create a new Trade Loan Drawdown Request.

1. From Trade Loan Drawdown Request screen, click Initiate Drawdown.
2. Select the Party ID that you want to create trade loan from the drop-down list.
   The Party Name and Party Address are automatically populated.

   Figure 5-1 Party Details

   
   

   
   Description of "Figure 5-1 Party Details"

   
   
3. Click Continue.
   The Loan Details screen displays and the Request Date is automatically populated.

   Figure 5-2 Loan Details

   
   

   
   Description of "Figure 5-2 Loan Details"

   
   
4. Specify the following details:

   Note:

   The fields marked as Required are mandatory.

   • Payment Value Date
   • Loan Product
   • Currency
   • Enter the drawdown amount
   • Tenure
   • Tenure type
   • Charges Account Number
   • Recovery Account Number
   • User Reference Number
   • Special Instructions
5. Click Continue.
   The Upload Documents screen displays.

   Figure 5-3 Upload Documents

   
   

   
   Description of "Figure 5-3 Upload Documents"

   
   
6. Click against a specific document.
7. Browse and select the required document.
8. Click Open.
   The document gets uploaded, and the name of the document appears as a link. User can click the link to open the document.
9. Click Yes if user want to save the trade loan drawdown request as template.
10. Once you click Yes, need to select Access Type.
    The user can either select Public or Private. If you click Private, only who has created the template can view it.
11. Specify the Template Name and click .

    Figure 5-4 Save as Template

    
    

    
    Description of "Figure 5-4 Save as Template "

    
    
12. On the Save as Template screen, perform one of the following actions:
    • Click Continue to continue the transactions with the same template.
    • Click Redirect to navigate to Trade Loan Drawdown Request screen.
13. Once all required documents have been uploaded, perform one of the following actions:
    • Click Submit.

      The Confirmation screen displays with a message stating that the request is saved successfully. The reference number and status of the application are also displayed.

    • Click Save as Draft to save the application as draft.
    • Click Back to navigate back to the previous screen.
    • Click Cancel to cancel the application.