6.3 Finance Inquiry

This topic describes the systematic instruction to search for finances based on various criteria such as File Reference Number, Buyer, Supplier, Processing Date, Finance Date, Finance Amount, and so on.

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

1. On Home screen, click Supply Chain Finance. Under Supply Chain Finance, click Inquiry.
2. Under Inquiry, click Finance Inquiry.
   The Finance Inquiry screen displays.

   Figure 6-5 Finance Inquiry

   
   

   
   Description of "Figure 6-5 Finance Inquiry"

   
   
3. Specify the fields on Finance Inquiry screen.

   Note:

   The fields marked as Required are mandatory.

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

   Table 6-3 Finance Inquiry - Field Description

   Field Name	Description
   Branch	Select the required branch to proceed further. By default, the branch of the logged-in user is selected.
   Finance Reference Number	Specify the finance reference number to inquire for.
   Finance Status	Select the current finance status to inquire for. You can select multiple status in this field. The available options are: Disbursed Outstanding Overdue Partial Settled Settled
   Product	Click the search icon to select the product for which the finance is processed.
   Program	Click the search icon to select the program for which the finance is processed.
   Supplier	Click the search icon to select the supplier party of the finance.
   Buyer	Click the search icon to select the buyer party of the finance.
   Borrower	Click the search icon to select the borrower.
   Date Reference Basis	Select the type of date range to be applied for search. The available options are: Finance Date Finance Maturity Date Processing Date
   Date Range	Click the Calendar icon and select the start date and end date of the date range.
   Processing Status	Select the current status of the finance to filter the search result. You can select multiple status in this field.
   Delinquency Status	Select the delinquency status of the finance to filter the search result. You can select multiple status in this field.
   Amendment Status	Select the amendment status of the finance to filter the search result.
   Currency	Select the currency of the transaction.
   Finance Amount From	Specify the minimum finance amount to be considered for the search.
   Finance Amount To	Specify the maximum finance amount to be considered for the search.

4. Click Search to view the search results.
   The Finance Inquiry - Search Results screen displays.

   Figure 6-6 Finance Inquiry - Search Results

   
   

   
   Description of "Figure 6-6 Finance Inquiry - Search Results"

   
   
5. Click on the hyperlink data in the Finance Reference Number column to view more details of the record.