7 Transaction Tracker

This topic provides systematic instructions to transaction tracker.

This screen displays details of supply chain finance transactions that are in-flight or in-process. At present, only request finance transactions are supported in the Transaction Tracker. Users can view the exact stage at which a transaction is in, at present, till it is completed. Each transaction is displayed as a tile, with the color-coded status. The transactions can also be viewed in a list format. Separate tabs are present for viewing ‘In Progress’ transactions and Rejected transactions.

1. On Dashboard, click the Toggle Menu, then click Supply Chain Finance. From Supply Chain Finance, click Transaction Tractor.
   The Transaction Tracker screen displays.

   Figure 7-1 Transaction Tracker

   
   

   
   Description of "Figure 7-1 Transaction Tracker"

   
   

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

   Table 7-1 Transaction Tracker - Field Description

   Field	Description
   Party Name & ID	Select the party name and ID from the drop-down list to view the list of transactions. By default, the primary party of the logged-in user is selected. Note: Only accessible parties are displayed to the user. Based on the party selection, the list of transactions is displayed.
   In Progress or Rejected	Click the respective tabs to view transactions that are in progress and those that are rejected.
   Search	Enter the partial or complete transaction reference number, or host reference number, or amount, to view specific transactions.
   	Click the filter icon to filter the transactions based on certain criteria. For more information, refer the Search (overlay window for Transaction Tracker) below.
   /	Click icon to view the transactions in tile format, and icon to view the transactions in list format.
   Transaction Reference Number	Displays the OBDX reference number of the finance transaction. This is a hyperlink, which when clicked displays the details of the transaction. For more information, refer the Transaction Tracker (details) section below.
   Status	Displays the status of the transaction.
   Transaction Date	Displays the date of initiation of the transaction.
   Host Reference Number	Displays the reference number of the transaction, assigned by the host.
   Amount	Displays the transaction amount.

2. In the Transaction Tracker screen, use the Search option or the filter () options to view the required transactions.
3. Click the transaction reference number hyperlink, to view the details of the transaction.
   The Transaction Tracker (details) screen appears.

   Figure 7-2 Transaction Tracker (details)

   
   

   
   Description of "Figure 7-2 Transaction Tracker (details)"

   
   

   Table 7-2 Transaction Tracker (details) - Field Description

   Field	Description
   Party Name & ID	Displays the name and ID of the logged-in corporate party.
   Reference Number Status	Displays the transaction reference number of the finance. Also displays the status of the finance.
   Application Type	Displays the type of transaction.
   Transaction Date	Displays the date of initiation of the transaction.
   Amount	Displays the transaction amount.
   Application Details	This section displays the Application Details
   Finance for	Displays the type of receivable/payable that the finance has been raised for.
   Associated Party Name	Displays the name of the associated party linked to the receivable/payable.
   Program Name	Displays the name of the program linked to the receivable/payable.
   Currency in which the finance to be disbursed	Displays the currency selected for finance disbursement.
   Selected Receivable/Payable	This section displays the Selected Receivable/Payable Details.
   Indicator	Displays an indicator to indicate what the receivable/payable is. Example - 'I' is displayed for invoices, and 'D' for debit notes.
   Reference Number	Displays the reference number of the receivable/payable.
   Due Date	Displays the date on which the receivable/payable should be fully paid.
   Amount	Displays the receivable/payable amount.
   Accepted Amount	Displays the receivable/payable amount that has been accepted.
   Outstanding Amount	Displays the receivable/payable amount that is yet to be paid.
   Amount in Disbursement Currency	Displays the receivable/payable amount in the currency selected for disbursement.
   Amount Requested for Finance	Displays the finance amount that has been requested for paying off the receivable/payable.
   Uploaded Documents	Displays a list of documents that have been uploaded during finance request. Click on the document name to view it.

4. Once you’ve viewed the transaction details, click Back to go to the main Transaction Tracker page.
5. On Transaction Tracker click
   
   
   
   icon.
   The search overlay window is displayed with the list of relevant finances.

   Figure 7-3 Search (overlay window for Transaction Tracker)

   
   

   
   Description of "Figure 7-3 Search (overlay window for Transaction Tracker)"

   
   

   Table 7-3 Search (overlay window for Transaction Tracker) - Field Description

   Field	Description
   OBDX Reference Number	Enter the reference number of the finance transaction to be searched.
   Host Reference Number	Enter the reference number assigned by the host, of the transaction to be searched.
   Duration	Select the duration within which the transactions have been initiated.
   Finance Amount Range Currency From - To	Select the currency of the transaction and enter the From and To amounts for an amount range search.

6. Click Apply once you enter the required search criteria. Or click Reset to reset the filter criteria.