15.4 Reassign Transactions

Tellers and Supervisors can use the Reassign Transactions screen to re-assign the transactions that are pending approval to the other Supervisor or to unlock a locked transaction.

To reassign the Supervisor ID:

1. On the Homepage, from Teller mega menu, under Journal Log, click Reassign Transactions or specify Reassign Transactions in the search icon bar and select the screen.
   The Reassign Transactions screen is displayed.

   Figure 15-9 Reassign Transactions

   
   

   
   Description of "Figure 15-9 Reassign Transactions"

   
   
2. On the Reassign Transactions screen, specify the details fetch the records. For more information on fields, refer to the field description table.

   Note:

   The fields marked as Required are mandatory.

   Table 15-7 Reassign Transactions - Field Description

   Field	Description
   Branch Posting Date	Specify the branch posting date for which the inquiry is to be made. Note: By default, the current posting date is displayed.
   Teller ID	Select the Teller ID from the list of values.
   Function Code	Specify the function code for which the inquiry is to be made. Note: You can also click the search icon and select from the list of the maintained function codes.
   Account Number	Specify the account number. Note: The LOV fetches a list of the maintained account numbers.
   Teller Sequence Prefix	Select from the list of values.
   From Sequence Number	Specify the start number of the sequence range.
   To Sequence Number	Specify the end number of the sequence range.
   From Transaction Time	Specify the transaction start time.
   To Transaction Time	Specify the transaction end time.
   From Amount Range	Specify the “from” amount of the amount range.
   To Amount Range	Specify the “to” amount of the amount range.
   Journal Log Type	Select the type from the drop-down values (Electronic Journal or Servicing Journal).

3. After you specify the necessary fields, you can perform one of the following actions:

   Table 15-8 Basic Actions

   Action	Description
   Fetch	Click Fetch to get the list of transactions based on the query criteria specified. When you click Fetch, the following details are displayed for each transaction: Function Code and Screen Name Transaction Reference Number Teller Sequence Number Transaction Amount Account Number Teller ID Supervisor ID Teller Remarks Supervisor Remarks
   Clear	Click Clear to clear the transaction list.

   The transactions fetched based on the search criteria are displayed in Tile View. In the Tile View, you can click the necessary icons to perform the operations.

   Figure 15-10 List of Transactions

   
   

   
   Description of "Figure 15-10 List of Transactions"

   
   

   In the transaction record, you can perform one of the following operations:

   Table 15-9 Actions for Transaction Record

   Action	Description
   	Click on this icon to unlock the transaction.
   	Click on this icon to reassign the Supervisor ID for the transaction.