This topic provides the systematic instructions to initiate Collection in the application.

1. Perform anyone of the following navigation to access the Initiate Collection screen.
   • From the Dashboard, click Menu, then click Trade Finance, and then click Collection. Under Collection, click Export Collection, select Initiate Export Collection.
   • From the Dashboard, click Overview, in Overview screen go to Trade Finance and then Raise Collection.
   The Initiate Collection screen appears.

   Figure 19-1 Initiate Collection - Templates

   
   

   
   Description of "Figure 19-1 Initiate Collection - Templates"

   
   

   For more information refer to the field description table below:

   Table 19-1 Initiate Collection - Field Description

   Field Name	Description
   Search	Specify the name of the Collection template to search and view its details. Partial search is allowed. The saved Collection a template appears based on search criteria.
   Initiate Collection Card	The Initiate Letter of Credit template card displays the name of the Initiate Collection template along with the other details like date of update, Drawee name, Product and Created By.
   Initiate Collection Card Details	Following details are displayed on each Collection Template card.
   Template Name	Displays the name using which template is stored and can be used to initiate a Collection application.
   Updated On	Displays the last updated date of the template.
   Access Type	Displays the access type assigned to the Collection, that is Private or Public.
   Drawee Name	Displays the drawee name against whom Collection is to be created.
   Product	Displays the name of product selected for Collection.
   Created by	Displays the name of the maker who created the template.

2. Select and click the Collection template card whose details you want to view.
3. Specify the name of the specific Collection Template in the Search field whose details you want to view.
   The specific Collection Template detail record appears.
4. Perform one of the following actions:
   • Click Initiate Collection to create a new Collection template.
   • Click or to view the initiate Collection template as Summarized or Tabular view
   • Click to delete the initiated Collection template card.

   This topic contains following sub-topics:

• Initiate Collection - Search - By Drafts
  This topic provides the systematic instructions to initiate an Collection in the application by using saved LC draft.
• Initiate Collection - Collection Details
  This topic provides the systematic instructions to initiate a Collection in the application.
• Initiate Collection – Goods and Shipment Details
  This topic provides the systematic instructions to specify the Goods and Shipment Details in the application.
• Initiate Collection – Bank and Instructions
  This topic provides the systematic instructions to capture the Bank and Instructions details in the application.
• Initiate Collection - Discount
  This topic provides the systematic instructions to capture the Discount details in the application.
• Initiate Collection – Forex Deals
  This topic provides the systematic instructions to view and link the forex deals in Initiate Collection in the application.
• Initiate Collection - Charges and Taxes
  This topic provides the systematic instructions to view the Charges and Taxes details in the application.
• Initiate Collection - Attachments
  This topic provides the systematic instructions to capture the Attachments details in the application.
• Save as Template
  This topic provides the systematic instructions to save Bills application as a Template.
• Save as Draft
  This topic provides the systematic instructions to save Bills application as a Draft.