8 Transaction Tracker

This screen displays details of supply chain finance transactions that are in-flight or in-process.

At present, only ‘request finance’ transactions are supported in the Transaction Tracker. Users can view the exact stage at which a transaction is in, at present, till it is completed. Each transaction is displayed as a tile, with the colour-coded status. The transactions can also be viewed in a list format. Separate tabs are present for viewing ‘In Progress’ transactions and ‘Rejected’ transactions.

User must have valid corporate login credentials.

To view transactions in the transaction tracker:

Navigation path:

From the Dashboard, click the Toggle Menu, then click Supply Chain Finance, and Transaction Tractor.

1. Navigate to the above path.
   The Transaction Tracker screen appears.

   Figure 8-1 Transaction Tracker

   
   

   

   
   

   Table 8-1 Field Description

   Field Name	Description
   Party Name & ID	Displays the name and ID of the logged-in corporate party.
   In Progress / Rejected	Click the respective tabs to view transactions that are in progress and those that are rejected.
   Search	Enter the partial or complete transaction reference number, or host reference number, or amount, to view specific transactions.
   	Click the filter icon to filter the transactions based on certain criteria. For more information, refer the Search (overlay window for Transaction Tracker) below.
   /	Click to view the transactions in tile format, and to view the transactions in list format.
   Each transaction tile consists of the following fields.
   Transaction Reference Number	Displays the OBDX reference number of the finance transaction. This is a hyperlink, which when clicked displays the details of the transaction. For more information, refer the Transaction Tracker (details) section below.
   Status	Displays the status of the transaction.
   Transaction Date	Displays the date of initiation of the transaction.
   Host Reference Number	Displays the reference number of the transaction, assigned by the host.
   Amount	Displays the transaction amount.

2. In the Transaction Tracker screen, use the Search option or the filter () options to view the required transactions.
3. Click the transaction reference number hyperlink, to view the details of the transaction.
   The Transaction Tracker (details) screen appears.

   Transaction Tracker (details)

   Figure 8-2 Transaction Tracker (details)

   
   
   

   Table 8-2 Field Description

   Field Name	Description
   Transaction Tracker (details)
   Party Name & ID	Displays the name and ID of the logged-in corporate party.
   Reference Number Status	Displays the transaction reference number of the finance. Also displays the status of the finance.
   Application Type	Displays the type of transaction.
   Transaction Date	Displays the date of initiation of the transaction.
   Amount	Displays the transaction amount.
   Application Details
   Finance for	Displays the type of receivable/payable that the finance has been raised for.
   Associated Party Name	Displays the name of the associated party linked to the receivable/payable.
   Program Name	Displays the name of the program linked to the receivable/payable.
   Currency in which the finance to be disbursed	Displays the currency selected for finance disbursement.
   Selected Receivable/Payable
   Indicator	Displays an indicator to indicate what the receivable/payable is. Example - ‘I’ is displayed for invoices, and ‘D’ for debit notes.
   Reference Number	Displays the reference number of the receivable/payable.
   Due Date	Displays the date on which the receivable/payable should be fully paid.
   Amount	Displays the receivable/payable amount.
   Accepted Amount	Displays the receivable/payable amount that has been accepted.
   Outstanding Amount	Displays the receivable/payable amount that is yet to be paid.
   Amount in Disbursement Currency	Displays the receivable/payable amount in the currency selected for disbursement.
   Amount Requested for Finance	Displays the finance amount that has been requested for paying off the receivable/payable.
   Uploaded Documents	Displays a list of documents that have been uploaded during finance request. Click on the document name to view it.

4. Once you’ve viewed the transaction details, click Back to go to the main Transaction Tracker page.

• Search (overlay window for Transaction Tracker)
  This overlay window appears when you click the filter icon in the Transaction Tracker page.