3.1 Product Group ID

This section contains the following topics:

• Creating a Product Group ID
  From the Application Browser, click the required module name such as Funds Transfer or Data Entry. The operations available based on access rights for the module are displayed. Click Product Group and then select Detail. Click the New icon. The Trade Finance Product Group Maintenance screen is displayed with no values.
• Modify or Amend the Group ID Description
  This topic provides the systematic instructions to modify or amend the group ID description.
• Deleting a Product Group ID
  A Group ID can be deleted only before authorization. When a Group ID is deleted, it is removed from the system completely and is not available for future use. To use it again, the Group ID needs to be defined again.
• Closing a Product Group ID
  A Group ID cannot be deleted after authorization. It can be closed instead. A closed Group ID is not available for use, but remains in the system.
• Authorizing a Product Group ID
  A Group ID is authorized by a user other than the initiator before it becomes available for use. Any modifications to the Group ID take effect only after authorization.
• Creating a New Product
  From the Application Browser, click the relevant module name such as Data Entry or Funds Transfer. All operations with access rights for the selected module are displayed in the adjoining box. Select Product Group and then Detail. Click the New icon. The Trade Finance Product Group Maintenance screen is displayed with all fields empty.
• Delete a Product
  This topic provides the systematic instructions to delete a product.
• Copying a Product
  A user needs to create a product that is very similar to an existing one. Instead of specifying all the details again, the details from the existing product can be copied and only the attributes that differ for the new product can be changed.
• Closing a Product
  A product cannot be deleted after it is authorized. However, it can be closed. A closed product is not available for use, but it remains in the system.
• Amending an Existing Product
  Certain attributes of an authorized product can be changed depending on whether a contract has been input for the product:
• Authorizing a Product
  The creation and modification of a product to be authorized before it can be used to specify a contract.
• Retrieving Information about a Product
  The details about a product can be retrieved either as a display or in print. The details are available in two forms:
• Summary View of a Product
  To access the Summary View, select the module name in the Application Browser. The system displays all functions associated with that module in the adjoining box. Select a function to display the available options (Detailed or Summary) in the adjacent box. Select Summary to display the Summary View screen.
• Detailed View of a Product
  Retrieve information about all the attributes of a product through the Product Detailed View. To view the details of the product, click on the respective icons. The status of the product is indicated along with the details.