Step 1: Click on Trade Services > Undertaking Advised
Note: User permissions should be in place to work with Undertaking Advised. If not, contact your Corporate Administrator.
- The Undertaking Advised Landing page displays a list of Undertaking Advised based on its transaction status. If you would like to check the status of an Undertaking Advised, you would be able to see it on this page in the relevant.
Live- Lists all the approved Undertaking Advised records and the expired Undertaking Advised records by the bank. (Maker)
Draft - Lists all the Undertaking Advised in draft state and also the transactions that checker has returned for improvement. (Maker)
Actions - Lists all the Undertaking Advised transactions on which the bank has requested further action. (Maker)
Pending Approval - Lists all existing Undertaking Advised transactions that are awaiting approval from a second user within the corporate. (Checker)
Pending at Bank - Lists all existing Undertaking Advised that are awaiting bank approval. (Maker)
Rejected - Lists all the rejected Undertaking Advised records by the bank. The status given to such Undertaking Advised is "Not Processed".
Other - Lists all the Undertaking Advised transactions that are either expired or have been marked as purged by the bank. You cannot initiate further amendments or messages on such a transaction and can only use its data for inquiry purposes.