Issuance

Page element

Description

Filters

You can narrow down the required definitions using the Saved Filters and Issuance Date filter criteria. To see a sample image of Filter section, Click here.

To clear pre-defined filter settings, click Clear Filters.

For more information about creating a new filter, see Creating a new filter.

Group by

The existing issuance definitions are listed on the grid.

Actions

The various actions that are possible on a particular issuance are:

•       Discard: Discard the last activity performed on the definition.

•       Approve: Select the definition and click Approve to approve the definition.

•       Reject: Select the definition and click Reject. Specify the reject remark on the popup and click OK.

•       Submit: Select the definition and click Submit to set the definition for approval. Verify the details on the Issuance Submit Review popup and click Submit.

Selection box

Select the check box and perform the requisite action on the role.

Select dropdown

Enables you to perform following actions:

•       Modify Record: Modify the issuance details.

•       View Record: View the issuance details.

•       View History: View history of creation and approval.

Alternatively, you can right click on a row to perform these action. When you single click on a row, the View or Modify page is displayed based on the status of the record.      

The next actions to be taken on the definition are displayed in the drop-down list based on the status of the record.

Pagination bar

Use to navigate through the list by using the pagination bar.

Create New Issuance/

Import Issuance

•       Allows you to create a new issuance.

•       Allows you to import an issuance file.

Export

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

If you want to export with header details, select the With Header check box. To generate a report of individual transaction, click the Report Button on the View Issuance popup.

Report

You can generate a PDF report of the summary information.

View

Back