1.7 Toolbar in Oracle Banking Trade Finance Screens

All the maintenance and detailed screens in Oracle Banking Trade Finance are facilitated with a unique toolbar. The toolbar displays the action icons along with their labels.

Icons	Description
New	Displays a blank record to enter details for creating a new record. On selecting this option, the Exit button on the screen changes to the Cancel button.
Enter Query	Enables enter query parameters.
Copy	Copies the details of the record on display on to a new record.
Save	Enables to save the new record/changes.
Delete	Deletes the details from the record on display.
Unlock	Unlocks a record enabling user to make changes.
Print	Prints details of the record on display.
Close	Closes a contract.
Reopen	Re-opens a closed contract.
Reverse	Reverses an authorized contract.
Rollover	Rolls over or renews a contract.
Hold	Places a contract on hold. The reason for placing the contract on hold can be specified in the Comment screen, that opens on clicking the Hold button.
Authorize	Activates the authorization function. Authorization has to be done by a user other than the one who has created or modified a record. Authorization is normally done during End of Day processing.
Liquidate	Activates the liquidation function.
Confirm	Confirms an action.
Execute	Executes query operation based on specified query parameters.
Details	After querying the records from summary screens, select one or more records and click Details to view the detailed screen for that record. If more than one record is selected, the system displays the detailed screen of the first record. The Next and Previous buttons on the top-right of the screen can be used to navigate to the other records.
Export	After querying the records from summary screens, click Export All to create a request to extract all the records summary to Excel format.
	Click Previous to navigate to the previous record. This button is disabled during the first record.
	Click Next to navigate to the next record. This button is disabled during the last record.

All the above actions are not displayed in the toolbar, only the ones that are allowed for a function ID at given point of time are displayed. For an instance;

Load a new screen:

The system displays,

• New - Click New to create a new account, contract or transaction, then the system displays the action Save and Hold. Click New to create a new product or maintenance, system displays the action Save.
• Enter Query - Click to specify a query, then the system replaces all actions with Execute Query

Load an authorized record which is open, from a summary screen

The system displays,

• New
• Copy - Click to copy the details, then the system replaces all actions with Save
• Close - Click to close the record, then the system replaces Close and Unlock with Delete and Authorize
• Unlock - Click to amending the details, then the system replaces all actions with Save
• Print
• Reverse - Displayed only for a transaction screen
• Rollover - Displayed only for a transaction screen
• Enter Query

Load an authorized record which is closed, from a summary screen

The system displays,

• New
• Copy
• Reopen - Click to reopen the record, then the system replaces Reopen with Close and Unlock
• Enter Query

Load an authorized record which is closed, from a summary screen

The system displays,

• New
• Print
• Enter Query

Load an unauthorized record from a summary screen

The system displays,

• New
• Copy
• Delete
• Unlock
• Authorize
• Enter Query

A new record is available for use only after its creation is authorized by another user. Similarly, a record cannot be modified until any previous modification is authorized.

Note:

Template function is not supported.