This topic provides the systematic instructions to initiate the Registration stage of Export Documentary Collection Booking Islamic request.

Specify User ID and Password, and login to Home screen.

Figure 3-2 LogIn Screen

Description of "Figure 3-2 LogIn Screen"

1. On Home screen, click Trade Finance - Islamic. Under Trade Finance - Islamic, click Export - Documentary Collection.
2. Under Export - Documentary Collection, click Export Documentary Collection Booking - Islamic.

   Figure 3-3 Export Documentary Collection Booking - Islamic

   
   Description of "Figure 3-3 Export Documentary Collection Booking - Islamic"
   The Export Documentary Collection Booking Islamic - Registration screen appears.

   The Export Documentary Collection Booking - Registration stage has two sections Application Details and Collection Details. Let’s look at the details of Registration screens below:

   Figure 3-4 Export Documentary Collection Booking Islamic - Registration - Application Details

   
   Description of "Figure 3-4 Export Documentary Collection Booking Islamic - Registration - Application Details"
3. On Export Documentary Collection Booking Islamic - Registration - Application Details screen, specify the fields.

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 3-3 Export Documentary Collection Booking Islamic - Registration - Application Details - Field Description

   Field	Description
   Drawer	Specify the Drawer ID. Alternatively, click Search to search and select the Drawing reference number. In the lookup, you can search giving any combination details of party ID and the Party Name to fetch the drawing details. Based on the search result, select the applicable Drawer. Note: If the selected Drawer ID/party is blacklisted the system displays a warning message.
   Branch	Read only field. Branch details is auto-populated based on the selected Drawer ID.
   Bill Amount	Select the bill currency and specify the bill amount.
   Amount In Local Currency	System fetches the local currency equivalent value for the LC amount from back office (with decimal places).
   Process Reference Number	Read only field. Unique OBTFPM task reference number for the transaction. This is auto generated by the system based on process name and branch code.
   Customer Reference Number	Specify the customer reference number if available.
   Priority	System populates the priority of the customer based on priority maintenance. 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.
   Submission Mode	Select the submission mode of Export Documentary Collection Booking request from the drop-down ist. By default the submission mode will have the value as ‘Desk’. Desk - Request received through Desk Courier - Request received through Courier
   Booking Date	System displays the booking date of the application. By default, the application displays branch’s current date.

   Collection Details
   Description of the illustration registrationcollectiondetails.png

   Registration user can provide collection details in this section. Alternately, details can be provided by Data Enrichment user.

4. On Export Documentary Collection Booking Islamic - Registration - Collection Details screen, specify the fields.

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 3-4 Export Documentary Collection Booking Islamic - Registration - Collection Details - Field Description

   Field	Description
   Documents Received	Select the number of sets of documents received from the drop-down ist. First Second Both
   Tenor Type	Select the tenor type based on the document received. The options are: Sight Usance Mixed
   Product Code	Click Search to search and select the product code for the collection booking.
   Product Description	Read only field. This field displays the description of the product as per the product code.
   Operation Type	Read only field. This field displays the operation type as per the product code. User can book a documentary collection using the Operation Type as FOP, to indicate if the documents are to be delivered Free of Payment to the Drawee by the Collecting Bank.
   Stage	Select the stage from the drop-down ist. The options are: Initial Final By default, stage is set to ‘Initial’. For Operation Type, FOP the Stage to be defaulted to Final as Free of Payment is not applicable for Bills in Initial stage.
   Contract Reference Number	Read only field. System populates the contract reference number from the back end system once the product code is selected.
   Drawee	Click Search to search and select the drawee. Note: If the selected drawee/ party is blacklisted the system displays a warning message.
   Collecting Bank	Click Search to search and select the collecting bank. Note: This field is not applicable if the documents are to be received directly by Drawee.
   Finance Amount	Specify the amount that requires finance.
   Limit verification required	Move the slider On to enables for limit verification. If the toggle is disabled and Finance amount has been provided, the system prompts an override message on Submit.
   Customer Dispatch	Displays the value that will be populated from back office based on the maintenance. Switch to if the customer has to dispatch the documents directly to the importer’s bank. Switch to , if the bank has to dispatch the documents to the importer’s bank. Bank user is not allowed to edit the field, if the value defaulted from the back office is “No”
   Avalization/Co-Acceptance Requested	Option for the user to select if the bill is to be avalized. User can enable this option either during the Bill Booking or Amendment. During bill booking, the option can be enabled both INTIAL/FINAL stage and Operation is COL/ACC /DIS. During the Amendment, stage should be Final. By default this option is disabled. Once the option is enabled, it can not be unchecked during any further actions or operations. Note: Option is not applicable for Sight bills, Multi-tenor and Bills Under LC.

5. Click Submit.
   The task will move to next logical stage of Export Documentary Collection Booking Islamic.

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

   Table 3-5 Export Documentary Collection Booking Islamic- Registration - Action Buttons - Field Description

   Field	Description
   Documents	Upload the documents received under the documentary collection.
   Remarks	Specify any additional information regarding the collection. This information can be viewed by other users handling the request.
   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, OBTFPM user can input any Customer Instructions received as part of transaction processing. This section will be enabled only for customer initiated transactions.
   Checklist	Click to view the list of items that needs to be completed and acknowledge. If mandatory checklist items are not selected, system will display an error on submit.
   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.
   Cancel	Cancels the Export Documentary Collection Booking Islamic task. Details entered will not be saved and the task will be removed
   Save & Close	Save the information provided and holds the task in ‘My Task’ queue for working later. This option will not submit the request.
   Submit	The task will move to next logical stage of Export Documentary Collection Booking Islamic. If mandatory fields have not been captured, system will display an error message until the mandatory fields data are provided.

• Bi-Directional Flow for Offline Transactions Initiated from OBTFPM
  This topic provides the systematic instructions to initiate the Bi-Directional Flow for Offline Transactions Initiated from OBTFPM.