5.2 View Program

View Program displays all the programs that the logged-in corporate is linked to. The status of the program and the corporate’s role in the program are also displayed.

Using this option, you, as a corporate user, can view all programs associated with the corporate party, based on the party’s role as a buyer or a supplier. On selection of the Buyer view, you can view all the programs as of current date where the corporate party is a buyer in the program. On selection of the Supplier view, you can view all the programs as of current date where the corporate party is a seller/supplier in the program.

User must have valid corporate login credentials.

To view a program:

Navigation path:

From the Dashboard, click the Toggle Menu, then click Supply Chain Finance, Program Management, and View/Edit Program.

OR

From the Dashboard, click the Toggle Menu, then click Supply Chain Finance, Overview, and Quick Links, and then View Program.

1. Navigate to the above path.
   The Select Role pop-up appears.

   Figure 5-4 View Program - Select Role popup

   
   

   

   
   

   Table 5-3 Field Description

   Field Name	Description
   Select Role	Select the party's role as a Buyer or a Supplier to view data in terms of Payables or Receivables. The options are: Buyer Supplier

2. Once you select the required role, click Proceed to view the existing programs. The View Program screen appears. Or, click Cancel to cancel the transaction.

   Figure 5-5 View Program

   
   

   

   
   

   Note:

   The View Program screen can also be viewed on a mobile device. All features available on a web browser on desktop computers, such as, hyperlinks, search filters, download option, and so on, are also available on the mobile device. The details displayed on each program card are also the same as that on the web browser.

   Figure 5-6 View Program (on mobile device)

   
   

   

   
   

   Table 5-4 Field Description

   Field Name	Description
   View Program
   Party Name and ID	Displays the name and ID of the logged-in Corporate party.
   Switch View	Select the party's role as a Buyer or a Supplier to view data in terms of Payables or Receivables. The options are: Buyer Supplier
   Can’t find what you are looking for? Create New Program	Click the Create New Program link to create a new program if required. Note: This feature is only available on web browsers on desktop computers, and not on a mobile device.
   Search	Enter the partial or complete name or ID of the specific program to be viewed.
   	Click this icon to filter the programs based on name, ID, associated party, and program type. A Search overlay window appears. Enter the required search criteria and click Apply. The Program List is updated accordingly.
   	Click this icon to view the programs in a card or tile format. Click a program tile to view its details.
   	Click this icon to view the programs in a list format. Click the program name link of a specific program to view its details.

Figure 5-7 Search overlay window

The Search overlay window has the following fields.

Table 5-5 Field Description

Field Name	Description
Program Name	Indicates an option to search for programs based on the name.
Program Id	Indicates an option to search for programs based on the ID.
Associated Party Name	Indicates an option to search for programs associated with a specific counter party. A list of onboarded counterparties is available to select from.
Program Type	Indicates an option to search for programs based on the program type.
Program List Displays a list of programs linked to the logged-in corporate. If you have selected the card or tile view, then you can click on a particular program tile to view its details. If you have selected the list view, then you can click on the Program Name link to view its details.
Program Name	Displays the program name as fetched from the Host. This is a hyperlink, which when clicked displays a screen with the program details.
Program ID	Displays the program ID as fetched from the Host.
Status	Displays the status of the program. It could be: Initiated Modified Active Others Closed
User Role	Displays the logged-in Corporate’s role in the program.
Type of Program	Displays the program type as fetched from the Host.
Number of Associated Parties	Displays the number of counter parties linked to the program.

3. Enter the search criteria and click Search. A program list appears based on the entered search criteria in card or list view format. Or, do one of the following:
   • Click Clear to reset the search parameters.
   • Click Cancel to cancel the transaction.
4. Click on a particular card/program name to view its details.
5. Click on a particular card/program name.
   The View Program (details) screen appears.

   Figure 5-8 View Program (details)

   
   

   

   
   

   Note:

   The View Program (details) screen can also be viewed on a mobile device. All features and data available on a web browser on desktop computers, such as, hyperlinks, the top associated parties’ graph, tabs, and so on, are also available on the mobile device.

   Figure 5-9 View Program Details (on mobile device)

   
   

   

   
   

   Table 5-6 Field Description

   Field Name	Description
   View Program (details)
   Party Name and ID	Displays the name and ID of the logged-in corporate party.
   Program Type Status	Displays the type of the SCF program. This is the financing product against which the program has been created. Also displays the status of the program. This can be one of the following: Initiated, Active, Inactive, Modified, or Closed.
   Program Name	Displays the program name as fetched from the Host.
   Program Id	Displays the program ID of the SCF program.
   Program Details
   Valid From	Displays the date from when the SCF program has been active.
   Valid To	Displays the date until when the SCF program will be active.
   Auto Acceptance Invoice Applicability	Displays the value of auto acceptance of invoices/purchase orders as fetched from the Host. Informs whether auto acceptance of invoices / purchase orders is applicable or not.
   Auto Acceptance Days	Displays the number of days in which the invoices/purchase orders will be deemed as accepted, if not explicitly accepted by the buyer/supplier.
   Auto Finance Applicability	Displays whether the invoices/purchase orders raised under the program will be auto financed or not. If Yes, all invoices/purchase orders uploaded under the program will be auto financed post acceptance.
   Disbursement Currency	Displays the disbursement currency for the program.
   Disbursement Mode	Displays the disbursement mode for the program.
   Comments	Displays the comments added for the program as fetched from the host.
   Program Attributes
   Minimum Tenor (Days)	Displays the minimum length of time for a finance availed under this program.
   Maximum Tenor (Days)	Displays the maximum length of time for a finance availed under this program.
   Minimum Finance %	Displays the minimum percentage (of invoice amount or purchase order amount) allowed for availing finance under the program.
   Maximum Finance %	Displays the maximum percentage (of invoice amount or purchase order amount) allowed for availing finance under the program.
   Program Tenor	Displays the length of time the program will remain active.
   With Recourse	Displays the value of With Recourse as fetched from the host.
   Number Of Counter parties	Displays the number of counter parties linked to the program.
   Grace Days	Displays the number of days allowed as grace period. It is the period over and above the due date during which the payment may be done by the borrower without penalty or interest.
   Interest Bearing Party	Displays the name of the interest bearing party.
   Auto Settlement Applicability	Displays ‘Yes’ if auto settlement is applicable, else, displays ‘No’.
   Top Associated Parties This section displays the top 10 counter parties in the program in a bar graph. It provides a comparative view amongst the counter parties on the basis of the receivable or payables in local currency. If the counter parties are less than 10, then all of the counter parties are displayed and the label represents the actual number of counter parties. If there is only one counterparty linked to the program, then the label displayed is ‘Top Associated Parties’. Only those counter parties with invoices raised against them, are represented on the graph.

   The following two tabs are present:

   • Active Associated Parties tab
   • All Associated Parties tab

   Figure 5-10 Active Associated Parties tab

   
   

   

   
   

   Table 5-7 Field Description

   Field Name	Description
   Active Associated Parties tab
   Party Name and ID	Displays the name and ID of the linked party. Click on the link to view the associated party (counter party) details.
   Party Role	Displays the role associated with the party. It could be: Counter Party – Buyer Counter Party – Supplier Anchor – Buyer Anchor – Supplier
   Outstanding Invoices (No.)	Displays the number of invoices outstanding for the linked party under this program. Click on the invoice number link to view the list of all outstanding invoices linked to the selected party and currency.
   Outstanding Invoices (Value)	Displays the value of invoices outstanding for the linked party under this program.

   Figure 5-11 All Associated Parties tab

   
   

   

   
   

   Table 5-8 Field Description

   Field Name	Description
   All Associated Parties tab A tab is displayed for each party linked to the program with invoices associated with them. If the Anchor of the Program is logged in, then the linked counter parties are listed. If a counter party of the Program is logged in, then the Anchor party is listed.
   Party Name & ID	Displays the name and ID of the associated party.
   Finance Details
   Auto Finance Applicable	Displays whether the receivables/payables raised under the product will be automatically financed, or not.
   Auto Settlement Applicable	Displays whether the finance availed against receivables/payables under the product will be settled automatically.
   Preferred Disbursement Mode	Displays the preferred mode of transferring the finance amount.
   Preferred Settlement Mode	Displays the preferred mode of transferring the settlement amount.
   Minimum Finance %	Displays the minimum percentage of the receivable/payable amount that will be financed.
   Maximum Finance %	Displays the maximum percentage of the receivable/payable amount that will be financed.
   Minimum Tenor (Days)	Displays the minimum finance tenor in days.
   Maximum Tenor (Days)	Displays the maximum finance tenor in days.
   Stale Period (Days)	Displays the period in days after which the receivable/payable becomes stale and cannot be financed any more.
   Minimum Waiting Period (Days)	Displays the minimum period in days up to which the finance cannot be closed, in case pre-closure is allowed.
   With Recourse	Displays whether the finance is with or without recourse.
   Repayment Details
   Pre Payment Allowed	Displays whether the finance can be repaid prior to the finance maturity date.
   Part Payment Allowed	Displays whether the finance can be repaid in parts.
   Maturity Date Calculation	Displays the basis on which the maturity date of the finance is calculated.
   Multiple Disbursement Allowed	Displays whether multiple disbursements of the finance amount is allowed or not.
   Holiday Treatment	Displays how the finance maturity date will be handled if it falls on a bank holiday.
   Credit Limit Utilization	Displays whether credit limits will be applicable when financing the receivables/payables.
   Reconciliation By	Displays what reconciliation will be matched against.
   Auto Debit Application	Displays whether or not auto debit will be applicable for finance repayment.
   On Due Date	Displays the order in which the principal, and the interest will be charged on the finance maturity date.
   Before Due Date	Displays the order in which the principal, and the interest will be charged prior to the finance maturity date.
   After Due Date	Displays the order in which the principal, interest, and overdue interest will be charged post the finance maturity date.
   Non Performing Assets	Displays the order in which the principal, interest, and overdue interest will be charged if the finance repayment gets defaulted/missed.

6. Click Edit to make any required changes to the program. Or, do one of the following:
   • Click Cancel to cancel the transaction.
   • Click Back to navigate back to the previous screen.

(Optional) Enter the result of the procedure here.