This topic provides the systematic instructions to capture the other details like Credit Value Date, Debit Value Date, Other Bank charges etc.

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

   Figure 2-10 Other Details

   
   

   
   Description of "Figure 2-10 Other Details"

   
   

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

   Table 2-11 Other Details - Field Description

   Field	Description
   Shipping Guarantee Reference
   Shipping Guarantee Reference	Shipping Guarantee Reference is auto populated from the underlying Shipping Guarantee details, if the Transport Reference Number in the Collection document is same as the Transport Document reference in the Shipping Guarantee.
   Transport Document Reference	Transport Document Reference is auto populated from the underlying Shipping Guarantee details. System validates the Shipping Guarantee Transport Document reference number with Transport Document Reference number in a Bill, if user manually provides the Shipping Guarantee detail.
   Transport Document Date	Transport Document Date is auto populated based on the date provided in Bill.
   Amount	Shipping Guarantee amount is displayed in this field.
   Action	Edit: This button is disabled. Delete: This button is disabled.
   Other Details
   Debit Value Date	Debit Value Date is auto-populated from the system. The user can change the date.
   Credit Value Date	Credit Value Date is auto-populated from the system. The user can change the date.
   Value Date	Value Date is auto-populated from the system. The user can change the date.
   Other Bank Charges Specify the other bank charges based on the description in the following table.
   Other Bank Charges - 1	Specify the charges to be collected for the other bank as part of the collection transaction.
   Other Bank Charges - 2	Specify the charges to be collected for the other bank as part of the collection transaction.
   Other Bank Charges - 3	Specify the charges to be collected for the other bank as part of the collection transaction.
   Other Bank Description - 1	Specify the description of charges to be collected for the other bank as part of the drawings transaction.
   Other Bank Description - 2	Specify the description of charges to be collected for the other bank as part of the drawings transaction.
   Other Bank Description - 3	Specify the description of charges to be collected for the other bank as part of the drawings transaction.
   Other Bank Profit The user can enter the Interest details to be captured as a part of “Other Bank Profit” details section.
   Start Date	Specify the date from which the system starts calculating the profit.
   Other Bank Profit-1, 2 and 3
   Component	Read only field. This field displays the name of the profit Component.
   Component Description	Specify the description of the profit component.
   Profit Rate	Specify the rate to be applied for the profit component.
   Profit Basis	Select the calculation basis on which the profit to be computed from the drop-down list.
   Waive	Select whether the profit to be waived off. The options are: Yes No

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

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

   Table 2-12 Other 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	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 collection. 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, OBTFPM user can input any Customer Instructions received as part of transaction processing. This section will be enabled only for customer initiated transactions.
   View Collection	Enables the user to view the latest collection values displayed in the respective fields.
   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 required, system should display all the signatures.
   Request Clarification	User can specify the clarification details for requests received online.
   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.