1. Procedures User Guide
  2. Common Operations
  3. Product Group ID

4.1 Product Group ID

This section contains the following topics:
  1. Creating a Product Group ID
  2. Modify or Amend the Group ID Description
  3. Deleting a Product Group ID
  4. Closing a Product Group ID
  5. Authorizing a Product Group ID
  6. Creating a New Product
  7. Delete a Product
  8. Copying a Product
  9. Closing a Product
  10. Amending an Existing Product
  11. Authorizing a Product
  12. Retrieving Information about a Product
  13. Summary View of a Product
  • Creating a Product Group ID
    From the Application Browser, click on your module name, (for example, Funds Transfer, Data Entry, etc,). All the operations for which you have access rights for the module will be displayed. Click on Product Group and on Detail under it. Click new icon. The ‘Trade Finance Product Group Maintenance’ screen will be displayed without any values.
  • Modify or Amend the Group ID Description
    This topic provides the systematic instructions to modify or amend the group ID description.
  • Deleting a Product Group ID
    You can delete a Group ID only before it has been authorized. When you delete a Group ID, it is removed from the system completely. It will not be available to you for future use. You need to define it again, if you need it.
  • Closing a Product Group ID
    You cannot delete a Group ID once it has been authorized. However, you have the option of closing it. A closed Group ID will not be available to you for use, although it will remain in the system.
  • Authorizing a Product Group ID
    A Group ID should be authorized by a user other than you (if it has been initiated by you) before it is available for use. Modifications to the Group ID have to be authorized before they take effect.
  • Creating a New Product
    From the Application Browser, click on the relevant module name like Data Entry, Funds Transfer, etc. All the operations for which you have access rights for the module will be displayed in an adjoining box. Click on Product Group and Detail under it. Click new icon. The ‘Trade Finance Product Group Maintenance’ screen will be displayed without any values in the fields.
  • Delete a Product
    This topic provides the systematic instructions to delete a product.
  • Copying a Product
    Often, you may have a situation where you need to create a product that closely resembles an existing product. In such a case, instead of entering all the details for the product, you can copy the details of one product on to another, changing only those attributes that are different for the new product.
  • Closing a Product
    You cannot delete a product once it has been authorized. However, you have the option of closing it. A closed product will not be available to you for use, although it will remain in the system.
  • Amending an Existing Product
    Certain attributes of an authorized product can be changed depending on whether a contract has been input for the product:
  • Authorizing a Product
    The creation and modification of a product should be authorized before it can be used to input a contract.
  • Retrieving Information about a Product
    The details about a product can be retrieved either as a display or in print. The details are available in two forms:
  • Summary View of a Product
    You can go to the Summary View by highlighting the module name in the Application Browser; all the functions associated with that module will be displayed in an adjoining box. Similarly highlight a function, the options (Detailed or Summary) available for the particular function will be displayed in an adjacent box. Click on Summary, the ‘Summary View’ screen is displayed.
  • Detailed View of a Product
    You can retrieve information about all the attributes of a product through the Product Detailed View. To view the details of the product, click on the respective icons. The status of the product will be indicated along with the details.

Parent topic: Common Operations