3.3 Account Transaction Limit Utilization

This topic describes the systematic instructions to view the current transaction limit utilization for a specific virtual account.

Specify User ID and Password, and login to Home screen.
  1. On Home screen, click Virtual Account Management. Under Virtual Account Management, click Queries.
  2. Under Queries, click Account Transaction Limit Utilization.
    The Account Transaction Limit Utilization screen displays.

    Figure 3-5 Account Transaction Limit Utilization



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

    Table 3-6 Account Transaction Limit Utilization – Field Description

    Field Description
    Virtual Account Number Click Search to view and select a virtual account number.
    Virtual Account Name Displays the name of the selected Virtual Account.
    Transaction Limit Restrictions Displays the following fields to view the transaction limit restrictions for a specific virtual account.
    Limit Code Displays the limit code maintained at the product level for the selected Virtual Account.
    Description Displays the description of the selected limit code.
    Restriction ID Displays the restriction ID(s) maintained for the limit rule attached to the limit code.
    Description Displays the description of the specific Restriction ID.
    Number of Transaction Allowed Displays the number of transactions allowed for the specific Restriction ID based on customer account product or specific virtual account level if maintained.
    Utilization Displays the following fields to view the current transaction limit utilization of the Virtual Account.
    Restriction ID Displays the restriction ID(s) applicable for the virtual account.
    Start Date Displays the start date of the current restriction period. This is based on period configured for the respective restriction ID in the limit rule.
    End Date Displays the end date of the current restriction period. This is based on period configured for the respective restriction ID in the limit rule.
    Number of Transactions Allowed Displays the number of transactions allowed for the restriction ID for the specific period based on customer account product or account level if maintained.
    Utilized Count Displays the current utilization of transaction limit for the specific restriction ID and period.
    Available Count Displays the available transaction limit for the specific restriction ID and period.