10.1.2 Comments

Information about the Comments data segment in Customer Agreement stage.

This data segment allows you to add overall comments for the Customer Agreement stage.

Upon clicking Next in the Customer Agreement - Customer Acceptance screen, the Comments data segment is displayed.

Figure 10-3 Customer Agreement_Comments

Description of "Figure 10-3 Customer Agreement_Comments"

1. Type comments for the Customer Agreement stage in the text box.
2. Click Post.
   Comments are posted below the text box.
3. To go back to the previous screen and make changes, click Back.
4. If changes are not required, click Submit.
   The Checklists window is displayed.

   Figure 10-4 Customer Agreement_Checklist

   
   

   
   Description of "Figure 10-4 Customer Agreement_Checklist"

   
   
5. Manually verify all the checklist and enable corresponding checkbox.
6. Select the required Outcome and click Submit.
   The options available in the drop down list are:

   • ACCEPT
   • ADDITIONAL_INFO
   • REJECT

   If the Outcome is selected as ACCEPT, the Collateral Evaluation process is completed and the Collateral Perfection Initiation task is generated on clicking Submit.

   If the Outcome is selected as ADDITIONAL_INFO, the task is moved back to the Customer Notification stage on clicking Submit.

   If the Outcome is selected as REJECT, the Collateral Evaluation application is rejected.