Toolbar in Oracle Banking Trade Finance Screens

2.7 Toolbar in Oracle Banking Trade Finance Screens

All the maintenance and detailed screens in Oracle Banking Trade Finance are facilitated with a unique toolbar. The toolbar displays the action icons along with their labels.

Icons	Description
New	Displays a record with no data so that you can enter data to create a new record. As soon as you click on this button, the ‘Exit’ button on a screen changes to ‘Cancel’ button.
Enter Query	Enables you to enter query parameters.
Copy	Copies the details of the record on display on to a new record.
Save	Enables you to save the new record/changes you have made on the record on display.
Delete	Deletes the details from the record on display.
Unlock	Unlocks a record enabling you to make changes.
Print	Prints details of the record on display.
Close	Closes a contract.
Reopen	Re-opens a closed contract.
Reverse	Reverses an authorized contract.
Rollover	Rolls over or renews a contract.
Hold	Places a contract on hold. You can specify the reason for placing the contract on hold in the ‘Comment’ screen, which is loaded on clicking the ‘Hold’ button.
Authorize	Activates the authorization function. Authorization has to be done by a user other than the one who has created or modified a record. Authorization is normally done during End of Day processing.
Liquidate	Activates the liquidation function.
Confirm	Confirms an action.
Execute	Executes query operation based on entered query parameters.
Details	After querying the records from summary screens, you can select one or more records and click ‘Details’ button to view the detailed screen for that record. If you select more than one records, then the system will display the detailed screen of the first record. You can click the Next and Previous buttons on the top right side of the screen to navigate to the other records.
Export	After querying the records from summary screens, click ‘Export All’ button to create a request to extract all the records summary to Excel format.
	Click ‘Previous’ button to navigate to the previous record. This but- ton is disabled when you are on the first record.
	Click ‘Next’ button to navigate to the next record. This button is disabled when you are on the last record.

All the above actions are not displayed in the toolbar, only the ones that are allowed for a function ID at given point of time are displayed. For an instance;

Load a new screen:

The system displays,

New - When you click ‘New’ to create a new account, contract or transaction, then the system shows actions ‘Save’ and ‘Hold’. When you click ‘New’ to create a new product or maintenance, system shows the action ‘Save’.
Enter Query - When you click to enter a query, then the system replaces all actions with ‘Execute Query’

Load an authorized record which is open, from a summary screen

The system displays,

New
Copy - When you click to copy the details, then the system replaces all actions with ‘Save’
Close - When you click to close the record, then the system replaces ‘Close’ and ‘Unlock’ with ‘Delete’ and ‘Authorize’
Unlock - When you click to amending the details, then the system replaces all actions with ‘Save’
Print
Reverse - Displayed only for a transaction screen
Rollover - Displayed only for a transaction screen
Enter Query

Load an authorized record which is closed, from a summary screen

The system displays,

New
Copy
Reopen - When you click to reopen the record, then the system replaces ‘Reopen’ with ‘Close’ and ‘Unlock’
Enter Query

Load an authorized record which is closed, from a summary screen

The system displays,

New
Print
Enter Query

Load an unauthorized record from a summary screen

The system displays,

New
Copy
Delete
Unlock
Authorize
Enter Query

A new record is not available for use till its creation is authorized by another user. Similarly, you cannot make any modification on a record till the previous modification, if any, has been authorized.

Note:

‘Template’ function is not supported.

Parent topic: Getting Started with Oracle Banking Trade Finance