Overview
This guide explains the different sections and transaction statuses available in the Undertaking Issued Dashboard in iTrade
Access the Undertaking Issued Dashboard
- Open Trade Services from the main navigation menu.
- Select Undertaking Issued from the drop-down menu.
Note: User permissions should be in place to work with Import Letters of Credit. If not, contact your Corporate Administrator.
Advanced Filters
Click Advanced Filter to access additional search options.
Live
The Live tab displays all active Undertaking Issued, including transactions that have been successfully processed and transactions that have expired after processing by the bank.
Available for: Maker users.
Draft
The Draft tab contains:
- Transactions saved as drafts
- Transactions returned by a Checker for correction or amendment
Use this tab to continue working on incomplete requests.
Available for: Maker users.
Actions
The Actions tab displays transactions that require additional action from the customer.
Typical examples include:
- Additional information requested by the bank
- Requests that require customer response
- Outstanding actions before processing can continue
Available for: Maker users.
Pending Approval
The Pending Approval tab displays transactions that have been submitted and are awaiting approval from another user within the organization.
Available for: Checker users.
Pending at Bank
The Pending at Bank tab displays transactions that have been submitted successfully and are currently being reviewed or processed by the bank.
Available for: Maker users.
Rejected
The Rejected tab displays transactions that were rejected by the bank.
Rejected transactions are typically assigned the status: Not Processed
Review the rejection comments before resubmitting or creating a new request.
Other
The Other tab displays transactions that are:
- Expired
- Archived
- Purged by the bank
These transactions are available for inquiry purposes only.
The dashboard provides quick access to the following functions:
Templates
Create, edit, and manage Undertaking templates.
Request Islamic Undertaking
Create a new Islamic Import Letter of Credit request.
Request Undertaking
Create a new standard Import Letter of Credit request.