1.7 Toolbar in Oracle Banking Treasury Management Screens

This topic describes the Toolbar features in the Oracle Banking Treasury Management application.

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

Table 1-7 Toolbar

Icons	Description
New	Displays a record with no data so that you can enter data to create a new record. As soon as you click on this button, the Exit button on a screen changes to Cancel button.
Enter Query	Enables you to enter query parameters.
Copy	Copies the details of the record on display on to a new record.
Save	Enables you to save the new record/changes you have made on the record on display.
Delete	Deletes the details from the record on display.
Unlock	Unlocks a record enabling you 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. You can specify the reason for placing the contract on hold in the Comment screen, which is invoked 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 entered query parameters.
Details	After querying the records from summary screens, you can select one or more records and click Details button to view the detailed screen for that record. If you select more than one records, then the system will display the detailed screen of the first record. You can click the Next and Previous buttons on the top right side of the screen to navigate to the other records.
Export	After querying the records from summary screens, click Export All button to create a request to extract all the records summary to Excel format.
	Click Previous button to navigate to the previous record. This button is disabled when you are on the first record.
	Click Next button to navigate to the next record. This button is disabled when you are on 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;

Invoke a new screen: The system displays,

• New - When you click New to create a new account, contract or transaction, then the system shows actions Save and Hold. When you click New to create a new product or maintenance, system shows the action Save.
• Enter Query - When you click to enter a query, then the system replaces all actions with Execute Query.

Process an authorized record which is open, from a summary screen: The system displays,

• New
• Copy - When you click to copy the details, then the system replaces all actions with Save.
• Close - When you click to close the record, then the system replaces Close and Unlock with Delete and Authorize.
• Unlock - When you 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

Process an authorized record which is closed, from a summary screen: The system displays,

• New
• Copy
• Reopen - When you click to reopen the record, then the system replaces Reopen with Close and Unlock.
• Enter Query

Process an authorized record which is closed, from a summary screen: The system displays,

• New
• Print
• Enter Query

Process an unauthorized record from a summary screen: The system displays,

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

A new record is not available for use till its creation is authorized by another user. Similarly, you cannot make any modification on a record till the previous modification, if any, has been authorized.

Note:

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