Template Summary

On Homepage, specify PQSTMPLQ in the text box, and click next arrow.

Template Summary screen is displayed.

Figure 3-47 Template Summary

Description of "Figure 3-47 Template Summary"

Search using one or more of the following parameters:

Template ID
Template Reference
Network Code
Source Code
Authorization Status
Verification Status
Maker ID
Checker ID
Verifier ID
Record Status
Module
Transaction Branch
Transfer Currency
Transfer Amount
Network Type Code
Transfer Type

Verify action button is available on querying the saved template or unauthorized templates from Template Summary screen.

On selecting the transaction and on clicking Authorize action button, the Template Detailed screen is launched.

Figure 3-48 Template Summary - Authorize

Description of "Figure 3-48 Template Summary - Authorize"

Once a maker saves a template, Checker needs to authorize, then Verifier can verify it.

Maker cannot perform first authorization. Final authorization cannot be performed, if first authorization is pending. Final authorization cannot be done by maker / first authorizer. Template remains Unauthorized, till final authorization is performed.

Once you specified the parameters, click the Search button. System displays the records that match the search criteria.

The following actions can be performed for transactions in this queue:

Actions	Description
View	Click ‘View’ button to view the Template details for the selected record
Create Transaction	Click ‘View’ button to view the Template details for the selected record Transactions created are Saved/Auto-Authorized depending on the user rights. Note: Transactions created are Saved/Auto-Authorized depending on the user rights. While creating a new transaction, system will default the ‘Booking Date’ and ‘Instruction Date’ as current date in the ‘Transaction Input Detailed’ (PBDOTONL) screen. You can modify the details populated from the Template and click on ‘Enrich’. You can modify the details populated from the Template and click on ‘Enrich’.
Close	Select a Template ID that is Open and Authorized and click on ‘Close’ button to close the record. Authorization is required to ‘Close’ a record.
Re-Open	Select a Template ID that is closed and authorized to re-open the record, by clicking the ‘Reopen’ button. Reopening of a record requires authorization.
Modify	Select a Template ID and click on ‘Modify’ button to modify the existing template details. Modifying the existing template details requires authorization. Note: On modification, the system generates a newer version of the template instead of replacing the older template. Whenever the template details are modified, both new and old templates are available as a part of audit log.
Authorize	You can authorize the following records/Template details by clicking ‘Authorize’ button: Template Id’s generated in Template Generation screen For Closing a Template Id For Reopening a Template ID For Modifying the template details Note: Same user cannot perform all the actions - Save, First Auth and Authorize. This validation is done during the authorization process.
View Template Log	You can view the actions initiated on a Template with the maker/checker/verifier details here.
Delete	Select a Template ID for which you have initiated actions like - ‘Create Transaction’, ‘Close’, ‘Reopen’, ‘Modify’ and click on ‘Delete’ button to delete the actions before authorizing the same. Note: Deleting of an action cannot be done once it is authorized. No records can be deleted on clicking ‘Delete’ button. Only actions initiated can be deleted.
Verify	You can verify the transaction only if dual authorization is enabled.
Reject	If Authorization status or Verification status is unauthorized, you can reject the transaction.