View Associated Parties

Corporate will get a view of all its associated parties through ‘View Associated Parties’ screen. All its customers on-boarded by the Corporate can be viewed on this screen . Corporate will also be able to view its Anchors here.

Illustration -

Parties Involved:

View Assocted party- workflow

Explanation:

Corporate SunBrand Limited logs on to the Portal and navigates to ‘View Associated Parties, then both the corporates ‘Acer Works Limited’ who is the counterparty of ‘SunBrand Limited’ and ‘Fancy Auto Parts Limited’ who has on-boarded ‘SunBrand Limited’ will be displayed.

The details of each of the associated party are displayed on accessing the respective PartyA party is any individual or business entity having a banking relationship with the bank.. Details of associated party like his address and contact number along with the associated programs and its invoices are displayed.

If the party is a buyer and not a Supplier, then 'Payables' data is displayed on the page for Program widget, vice-versa for if party is Supplier the ‘Receivables’ data is displayed. If party is buyer as well as Supplier, then 'Receivables' data is displayed default on the screen and the Switcher is set to 'Receivables'.

Pre-Requisites

User must be having a valid corporate login credentials for creation of program.

You are here How to reach here:

Dashboard > Toggle menu >Supply Chain Finance > Associated Party Management > View Associated Parties
OR
Dashboard > Toggle menu >Supply Chain Finance > Program Management > View Program Details > Link Parties link
OR
Dashboard > Toggle menu >Supply Chain Finance > Overview > Quick Links > View Associated Parties

To view associated parties:

In Search section, In Search By Name field, enter the Corporate's name or ID.
Click to search the party. Based on entered details the list of associated parties appears.
OR
Click Cancel to cancel the transaction.

Note: Click cardview or icon to view details in the card view or list view respectively.

Field Description

Field Name	Description
Party Name and ID	Displays the party name and ID of the Corporate.
Search
Search By Name	Enter the corporates name or ID to search that party.
Associated Party List
	Display the initials of the counter party to be linked to the program.
Counter Party Name and ID	Displays the counter party name along with ID.
Counter Party Address	Displays the address of the counter party.
Party Role	Displays the role associated to the counter party.
Contact Number	Display the contact number of the counter party.
Status	Displays the status of the program. It could be: Initiated Modified Active Rejected
Onboard New	Click on the link to create a new associated party.

Click on the Party Name and ID link in Associated Party List to view details of counter party.

Field Description

Field Name	Description
Party Name and ID	Displays the corporate party name and ID.
On Boarded On	Displays the date on which the party was on-boarded.
Status	Displays the status of the associated party
Receivables/ Payables	Displays whether the logged on Corporate is a supplier or buyer.
Counter Party Details
Party ID	Displays the counter party ID .
Party Name	Displays the name of the counter party.
Short Name	Displays the short name of the counter party.
Corporate Registration Number	Displays the corporate registration number of the counter party.
PAN Number	Displays the PAN number of the counter party.
Category of Corporate	Displays the industry of the corporate are in.
KYC Status	Display the KYCKnow Your Customer refers to the activities related to customer due diligence that banks must perform to identify their clients and ascertain relevant information pertinent for doing financial business with them; and bank regulation which governs those activities. status of the counter party.
Contact Details
Contact Details	Display the contact details of the counter party.
Email	Displays the email address of the counter party.
Address	Displays the address of the counter party.
PIN Code	Displays the PINPersonal identification number (PIN) is a secret number given to an account holder to be used when they put their credit card or cash card into an automatic teller machine (ATM). If the number they use is correct they will be allowed to access their account. code of the city of the counter party reside.
Top Associated Programs Displays the total value of receivables or payables with the name of the program in the donut chart. Top 5 performing programs are to be displayed basis their receivables /payables. Receivables/Payable are calculated in local currency equivalent and derived from Outstanding Invoices.
Associated Programs Displays the list of all the programs where the counterparty is associated.
Program Name and ID	Displays name and ID of the all the linked programs.
Party Role	Displays the role associated to the counter party.
Outstanding Invoices (No.)	Displays the value of invoices outstanding between the two parties
Outstanding Invoices (Value)	Displays the value of invoices outstanding between the two parties.
Status	Displays the status of the counter party.

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