Printing check instrument

Page Element

Description

Customizing summary page

Using the  icon, you can customize the summary page for Rows per Page and Table Size.

Refresh Data

Using the  icon, you can refresh the data on the summary page.

Filters

You can narrow down to the required records using the PDF File Name, Entry Date, Status, and Assign To Bank filter criteria.

If you have access to multiple subsidiaries, you can use Company Name filter.

You can also filter records based on the following statuses:

•       Ready for Printing: The instrument is ready for download. Download the instrument and print.

•       Pending Print Confirm: The instrument is pending for print confirm. Once marked as Print Confirm, the instrument is ready for delivery.

•       Assigned to Bank: Assign the instrument to the bank for printing and delivery.

•       Wasted: Mark the instrument as wastage if the instrument is not valid.

•       Partial Printed: In a batch, some of the instruments are printed.

Table columns

Using the   icon, you can hide, freeze or change the column order using. By default, the columns in the grid are displayed based on the default grid set profile.

Possible actions on an instrument

The actions are available in the form of a button or in the drop down list against a record.

You can select multiple records (requiring same action) and click action button. Or

You can take action on an individual record using the drop down list.

The following possible actions are available for instruments:

•       Download Instrument: Allows you download the instrument.

•       Download Advice: You can download the advice that will be printed on the instrument.

           The PDF file could be password protected based on the bank setup. After downloading the advice, specify the password to access the advice.

                   Example:

                   Logged in user id = USER101

                   Print Number (generated by system) = 140515000012

                   Generated password = USER101@140515000012  

•       Print Confirm: If the instrument is printed correctly and no further printing is required, you must click Print Confirm to complete the printing process.

•       Assign To Bank: You can send the instrument to the bank for printing.

•       View: You can view the instrument printing details.

•       Lot Info: You can view the details of the instrument lots assigned to you for the select Company and Product.

Selection box

Select the check box corresponding to the record and perform the required action.

Pagination Bar

Depending on the volume of data displayed in the list, the list can have one or more pages. You can navigate through the page by using the pagination bar.

Export

You can export summary information file to the required format such as XLS, CSV, and TSV.

If you want to export the header details, select the With Header check box.

Report

You can generate a PDF report of the summary information.

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