3.6.2 View Tolerance

This topic describes the systematic instruction to view, modify, delete, or authorize tolerance details.

A tile is present for each record that has been created. The bottom portion of each record-tile displays the following:

• The status, whether Authorized, Unauthorized, or Rejected
• Open or Closed
• The number of times the record has been submitted by the Maker added.

Specify User ID and Password, and login to Home screen.

1. On Home screen, click Receivables And Payables. Under Receivables And Payables, click Maintenance.
2. Under Maintenance, click Tolerance. Under Tolerance, click View Tolerance.
   The View Tolerance screen displays.

   Figure 3-40 View Tolerance

   
   

   
   Description of "Figure 3-40 View Tolerance"

   
   
3. Filter the records in the View screen:
   1. Click Search icon to view the filters. The user can filter the records by Program, Spoke, Relationship Code, Counterparty Id, Party, Authorization Status, and Record Status.
   2. Select the required filter criteria and click Search button to filter the records.
   3. Click Reset to reset the filter criteria.
4. Click Refresh icon to refresh the records.
5. Click Options icon and then, select any of the following options:
   1. Unlock – To modify the record details. Refer to the Create screen for the field level details.
   2. Authorize – To authorize or reject the record. Authorizing/Rejecting requires necessary access rights.
      • Optional: Click View to view the record details.
      • Select the record and click Approve to approve the record.
      • Select the record and click Reject to reject the record. Specify the relevant comments in the pop-up window that appears, and click Confirm.
   3. Delete/Close – To remove the record.
      • Optional: In the confirmation pop-up window, click View to view the record details.
      • Click Proceed to delete the record.
   4. Copy – To copy the record parameters for creating a new record.
   5. View – To view the record details.
   6. Reopen – To reopen the closed record.