19.10 Save as Draft

This topic provides the systematic instructions to save Bills application as a Draft.

User can save Collection application as a Draft so that it can be completed in future. It can be re used only one time for Collection Application initiation. User can search the saved Collection draft using the draft name in search box. The saved drafts can be accessed from the Draft tab. The Collection applications, which were saved as draft can also be saved as template after adding all other necessary fields.

Note:

User cannot save application with attached document as Draft.

To save Collection application as draft:

  1. Specify the required details in Collection application.
  2. Click Save As Draft.
    The Save screen appears.

    Figure 19-12 Save As Draft - Save


    Description of Figure 19-12 follows
    Description of "Figure 19-12 Save As Draft - Save"

    For more information refer to the field description table below:

    Table 19-12 Field Description

    Field Name Description
    Draft Name Specify the name of the draft template.
  3. In the Draft Name field, specify the desired name for the draft.
  4. Click Save to save the draft.
    The transaction details are saved as a draft which can be accessed from the Draft tab.
  5. Click Cancel to cancel the transaction.

    Note:

    You cannot save Draft or Template with an attached document.

Parent topic: Initiate Collection