19.1 Initiate Collection - Search - By Drafts

This topic provides the systematic instructions to initiate an Collection in the application by using saved LC draft.

User can save Collection application as a Draft so that it can be used if required in future. User can search the saved Collection draft using Draft Name.

Note:

Collection Application saved as Draft can be used only one time for Collection Application initiation.

To search the Collection draft:

  1. On the Initiate Collection screen, click the Drafts tab.
    The Initiate Collection - Drafts screen appears.

    Figure 19-2 Initiate Collection - Drafts



  2. Specify the name of the specific Collection Draft Name in the Search field whose details you want to view. The specific Collection - By Drafts screen based on search criteria appears.

    For more information refer to the field description table below:

    Table 19-2 Initiate Collection - Drafts - Field Description

    Field Name Description
    Search Specify the name of the Collection draft template to search and view its details.

    Partial search is allowed.

    Search Results - Summarized View card form This section displays the search results in Summarized View in card form.
    Initiate Collection Draft Card The Initiate Collection draft card displays the name of the Initiated Collection draft name along with the other details like drawee name, product and amount.
    Initiate Collection Card Details Following details are present on each Collection Template card.
    Draft Name Displays the name using which draft template is stored and can be used to initiate a Collection application.
    Drawee Name Displays the Drawee name against whom Collection is created.
    Product Displays the name of product selected for Collection.
    Amount Displays the amount for the Collection along with the currency in which it is originated.
  3. Specify the draft name of the specific Collection Template in the Search field whose details you want to view.
    The saved Collection draft appears based on search criteria.
  4. Select and click the Collection draft card whose details you want to view.
  5. Click Summarized View or Tabular to view the Draft Collection template as Summarized or Tabular view.
  6. Click Delete to delete the Draft Collection template card.