This topic provides the systematic instructions to initiate the main details of Data Enrichment stage of Issuance of Letter of Undertaking for Buyers Credit request.

1. On Main Details screen, specify the fields that were not entered at Registration stage.

   Figure 2-7 Main Details

   
   

   
   Description of "Figure 2-7 Main Details"

   
   

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table below.

   Table 2-6 Main Details - Application Details - Field Description

   Field	Description
   Applicant	Defaults the applicant details from 'Registration' stage. User can change the applicant.
   Branch	By default, customer’s home branch will be displayed based on the customer ID. Note: Once the request is submitted, Branch field is non-editable.
   Priority	Set the priority of the Issuance of Letter of Undertaking for Buyers Credit request as Low/Medium/High/Essential/Critical. If priority is not maintained for the customer, system will populate Medium as the default priority. User can change the priority populated any time before submit of Registration stage.
   Undertaking Amount	Select the currency code from the drop-down list. Specify the value of LC (with decimal places) as per currency type and tab out.
   Submission Mode	Select the submission mode of Import LC Issuance request from the drop-down list. By default the submission mode will have the value as ‘Desk’. Courier - Request received through Courier Desk - Request received through Desk Email- Request received through Email Fax- Request received through Fax
   Branch Date	Read only field. By default, the application will display branch’s current date
   Process Reference Number	Read only field. Unique OBTFPMCS task reference number for the transaction. This is auto generated by the system based on process name and branch code.

   Buyers Credit Details

   The fields listed under this section are same as the fields listed under the 'Buyers Credit Details' section in Registration stage. During Registration, if user has not captured input, then user can capture the details in this section.

   Figure 2-8 Buyers Credit Details
   
   Description of the illustration demainbuyerscreditdetails.png
   

   For more information on fields, refer to the field description table below.

   Table 2-7 Main Details - Buyers Credit Details - Field Description

   Field	Description
   Product Code	Specify the product code and on tab out, system will validate and populate the product code. Alternatively, click Search icon to search and select the product code with code or product description. System fetches all the Buyers Credit Product maintained in the back office in the lookup. Only those products which are classified under “Buyers Credit” Product group in back office, should be available for selection.
   Product Description	Read only field. This field displays the description of the product as per the selected product code.
   Contract Reference Number	Read only field. Contract Reference Number will be auto populated by the system based on selection of Product Code
   Amount In Local Currency	Read only field. After the tab out of ‘Currency Code, Amount’ field, system populates the Local currency and amount value in this field. System fetches the local currency equivalent value for the LC amount from back office (with decimal places).
   Lending Bank	Specify the lending bank name or click Search to search and select the lending bank. System fetches only Bank customers in this lookup. Note: System should display an override if the selected Bank is Non- RMA Complaint. System needs to generate MT999 if the Lending Bank is non RMA complaint instead of MT799 for the Letter of Undertaking
   Limit verification required	Enable the option for limit check during the process flow of this request. By default this option is enabled. Disable this option if limit check is not required during the process flow.
   Quote Reference Number	Specify the Quote Reference Number, mentioned in the Buyers Credit Quotation received from the Lending Bank. Request for Quote and Quote selection are to be operationally handled.
   Quote Date	Select the Quote Date. The quote date cannot be earlier than the Branch date.
   Value Date for Disbursal	Select the buyers credit disbursal date. The date cannot be lesser than the current branch date.
   Buyers Credit Tenor	Select the buyers credit tenor. The options are: Days Months Year Specify the value for tenor of the bill (days, month and year) as mentioned in the Quote
   Buyers Credit Due Date	The buyers credit due date. It should be greater than the Quote Date and the Value date for Disbursal, system needs to validate the same. If the same falls on Branch / Currency holiday then system needs to show an override for the same.
   Interest Code	Click Search icon to search and select the interest rate code, mentioned in the Buyers Credit Quotation received from the Lending Bank. The lookup fetches all the rate codes maintained in the back office.
   Interest Spread	Specify the interest rate spread, mentioned in the Buyers Credit Quotation received from the Lending Bank. It should be a positive numeric value.
   Interest Rate	Specify the interest rate, mentioned in the Buyers Credit Quotation received from the Lending Bank. It should be a positive numeric value.
   Interest Amount	Specify the interest amount, mentioned in the Buyers Credit Quotation received from the Lending Bank. It should be a positive numeric value.
   Import Bill Reference Number	Click Search icon to search and select the Import Bill Reference Number for which the Buyers Credit Bill is being booked. The lookup fetches all the active Import Bill for the Applicant of the Buyers Credit.
   Exporter Details	Read only field. This filed displays the exporter from the Import Bill Reference selected by the user in the Import Bill Reference Number field.
   Goods Description	Specify the details of the Goods as mentioned in the underlying Import Bill.

   Audit
   

   
   Description of the illustration audit.png

   
   

   This button provides information about user initiated the transaction, initiated date, stage wise detail etc.

   For more information on audit, refer to the field description table below.

   Table 2-8 Audit - Field Description

   Field	Description
   Application No.	This field displays the appliation number of the process.
   Branch Code	This field displays the branch code.
   Initiated Date	This field displays the date on which process is initiated.
   Initiated By	This field displays the user ID of the user who had initiated the process.
   Process Name	This field displays the name of the process which is initiated.
   S. No	This field displays the serial number of the audit record.
   Stage Name	This field displays the current stage of the process.
   Completed Time	This field displays the time on which the audit of the current stage is completed.
   Completed By	This field displays the user ID of the user who had completed the audit.
   Outcome	This field displays the outcome of the audit.

2. Click Next.
   The task will move to next data segment.

   Table 2-9 Main Details - Action Buttons - Field Description

   Field	Description
   Clarification Details	Clicking the button opens a detailed screen, user can see the clarification details in the window and the status will be Clarification Requested.
   Documents	Click to View/Upload the required document. Application displays the mandatory and optional documents. The user can view and input/view application details simultaneously. When a user clicks on the uploaded document, Document window get opened and on clicking the view icon of the uploaded document, Application screen should get split into two. The one side of the document allows to view and on the other side allows to input/view the details in the application.
   Remarks	Specify any additional information regarding the Issuance of Letter of Undertaking for Buyers Credit. This information can be viewed by other users processing the request. Content from Remarks field should be handed off to Remarks field in Backend application.
   Overrides	Click to view the overrides accepted by the user.
   Customer Instruction	Click to view/ input the following Standard Instructions – In this section, the system will populate the details of Standard Instructions maintained for the customer. User will not be able to edit this. Transaction Level Instructions – In this section, OBTFPMCS user can input any Customer Instructions received as part of transaction processing. This section will be enabled only for customer initiated transactions.
   Signatures	Click the Signature button to verify the signature of the customer/ bank if required. The user can view the Customer Number and Name of the signatory, Signature image and the applicable operation instructions if any available in the back-office system. If more than one signature is available, system should display all the signatures.
   Request Clarification	Submit the request for clarification to the “Trade Finance Portal” for the transactions initiated offline
   Save & Close	Save the details provided and holds the task in ‘My Task’ queue for further update. This option will not submit the request.
   Cancel	Cancel the Data Enrichment stage inputs. The details updated in this stage are not saved. The task will be available in 'My Task' queue.
   Hold	The details provided will be saved and status will be on hold.User must update the remarks on the reason for holding the task. This option is used, if there are any pending information yet to be received from applicant.
   Reject	On click of Reject, user must select a Reject Reason from a list displayed by the system. Reject Codes are: R1- Documents missing R2- Signature Missing R3- Input Error R4- Insufficient Balance/Limits R5 - Others Select a Reject code and give a Reject Description. This reject reason will be available in the remarks window throughout the process.
   Refer	Select a Refer Reason from the values displayed by the system. Refer Codes are: R1- Documents missing R2- Signature Missing R3- Input Error R4- Insufficient Balance/Limits R5 - Others
   Next	On click of Next, system validates if all the mandatory fields have been captured. Necessary error and override messages to be displayed. On successful validation, system moves the task to the next data segment.