4.2 Process to View Approval

This topic describes the information about View a List of Approval Condition.

User can view the list of approval condition created in the system and search for a approvals.

To view the list of approval condition:

1. From Homescreen, click Collections. Under Collections, click Maintenance.
2. Under Maintenance, click Approval. Under Approvals, click View Approval.
   The View Approval screen is displayed.

   Figure 4-2 View Approvals

   
   

   
   Description of "Figure 4-2 View Approvals"

   
   

   For more information on fields, refer to the field description table.

   Table 4-2 ViewApproval - Field Description

   Field Name	Description
   Authorization Type	Indicates the type of transaction.
   Total number of processes	Displays the count of processes defined which requires approval.
   <Authorization Status>	Select the authorization status of the strategy. The possible options are: Unauthorized Authorized
   <Record Status>	Select the status of the record. The possible options are: Open Closed

3. On the View Approval screen, click
   
   
   
   icon.
   The View Approval- Search screen is displayed.

   Figure 4-3 View Approval - Search

   
   

   
   Description of "Figure 4-3 View Approval - Search"

   
   
4. On the View Approval - Search screen, specify the Search Filter to fetch the required Product Processor.

   For more information on fields, refer to the field description table.

   Table 4-3 Field Description: View Approval - Search

   Field Name	Description
   Authorization Type	Indicates the type of transaction.
   Authorization Status	Select the authorization status of the strategy. The options are: Authorized: Select this option if user want to search for a strategy with Authorized status. Unauthorized: Select this option if user want to search for a strategy with Unauthorized status.
   Record Status	Select the status of the record. The options are: Open: Select this option if user want to search for a strategy in Open status. Closed: Select this option if user want to search for a strategy in Closed status.

5. Click Search to display the required product processor.
6. On View Approval screen, click icon to Unlock, Delete, Authorize or View the created product processor.
7. Click Unlock to modify the created Approval.
   The Create Approval - Modify screen is displayed.

   Figure 4-4 Create Approval - Modify

   
   

   
   Description of "Figure 4-4 Create Approval - Modify"

   
   

   For more information on fields, refer to the field description table.

   Table 4-4 Create Approval - Modify - Field Description

   Field Name	Description
   Type	Indicates the type of transaction. Its value will always be Transaction Approval
   Process Name	Indicates the name of process or transaction which requires approval.
   Enable	Toggle to indicate the process is enabled or not.
   Rule	Select the rule condition which decides whether the required transaction should go for approval or not
   Rule Expression	Detailed expression of the selected rule.

8. Click Save to update the modified fields.
9. Click View to view the created Approval code.
   The CreateApproval - View screen displayed.

   Figure 4-5 Create Approval - View

   
   

   
   Description of "Figure 4-5 Create Approval - View"

   
   

   For more information on fields, refer to the field description table.

   Table 4-5 Create Approval - View - Field Description

   Field Name	Description
   Type	Indicates the type of transaction. Its value will always be Transaction Approval
   Process Name	Indicates the name of process or transaction which requires approval.
   Enable	Toggle to indicate the process is enabled or not.
   Rule	Select the rule condition which decides whether the required transaction should go for approval or not
   Rule Expression	Detailed expression of the selected rule.