1. WFP User Guide
  2. Producers
  3. Producers
  4. Transactions sub tab

4.2.2 Transactions sub tab

The Producer Transactions screen enables you to view past producer level transactions. Based on WFP set up, certain transactions can also be reversed.
To view the Producer Transactions screens

On the Oracle Financial Services Lending and Leasing home screen, click WFP > WFP > Producers > Transactions.

  1. On the Producer screen, select the record you want to work with.

    Figure 4-3 WFP - Transactions


    Description of Figure 4-3 follows
    Description of "Figure 4-3 WFP - Transactions"

    In the Sort By section, choose Post Dt to sort the entries in Transactions section in order of when transaction was created.

    -or-

    Choose Txn Dt to sort the entries in Transactions section in order of when the transaction occurred.

    -or-

  2. Select View All to view all transactions.
  3. In the Producer Transactions page’s Transactions section, select the record you want to work with.
  4. In the Transactions section, view the following information:

    Table 4-4 Transactions section

    In this field: View this:
    Post Dt The post date of the transaction.
    Txn Dt The effective date of the transaction.
    Transaction The description of the transaction.
    Amount The transaction amount.
    Reason The reason for the transaction.
    Comment The comment for the transaction.

    To reverse a transaction

  5. On the Oracle Financial Services Lending and Leasing home screen, click WFP > WFP > Producers > Transactions.
  6. On the Producer master page, select the record you want to work with
    In the Sort By section, choose Post Dt to sort the entries in Transactions section in order of when transaction was created.

    -or-

    Choose Txn Dt to sort the entries in the Transactions section in order of when the transaction occurred.

    -or-

  7. Not all transactions can be reversed. If a transaction cannot be reversed, the Reverse button is dimmed when the transaction is selected.
  8. Select View All to view all transactions. Reversed transactions do not appear on the Transactions section when the View All box is cleared.
  9. In the Producer Transactions screen’s Transactions section, select the transaction you want to reverse. (You may have to search to find the transaction).
  10. On the Producer Transactions screen, click Reverse.
  11. In the Transactions section, select All Txns to view the reversed transaction.
(Optional) Enter the result of the procedure here.

Parent topic: Producers