6 SME CP Initiation Draft Generation

This topic describes the systematic instructions for SME CP Initiation Draft Generation.

Following data segments are enabled in SME CP Initiation - Proposal Approval stage.
  • Customer Summary
  • Draft Generation
  • Comments
  1. In OBCFPM, navigate to Tasks, under Tasks click Free Tasks
    The Free Task screen displays.
  2. Acquire & Edit the required Draft Generation task.
    The SME CP Initiation - Draft Generation summarizing the proposal appears.

Draft Generation

  1. Click Next, The Draft Generation page appear.
    The Draft Generation screen displays.

    Note:

    For more information about Comments, refer Credit Proposal User Guide - Draft Generation.

Comments

  1. Click Next, the Comments page appears.
    The Comments screen displays.
  2. Click Submit.