Transaction Request
From Navigates Help
| Contracts |
|---|
| Contract Contract Request Amendment Amendment Request Contract/Amendment Summary Lock Contract Transactions Segmentation |
The Transaction Request screen allows users to post, submit and approve transaction requests
Contents |
[edit] View Requests
Click 
to retrieve data.
Use the search fields at the top to narrow the search results.
Select an entry from the list to view details.
[edit] Create, Submit & Approve Transactions
[edit] Step 1: Enter General Information (Required)
- Click Navigates™.
- Select the umbrella contract and fill out the required fields.
OR
- Select an existing transaction request you wish to copy and click
. Edit details, as necessary.
- Click
.
[edit] Step 2: Specify Inputs (Required)
- Navigate to the {Transaction Inputs tab.
- Click [New] at the top of the matrix you wish to edit.
- Fill out required fields.
- Click .
[edit] Step 3: Enter Comments (Optional)
- Navigate to the Comments tab.
- Click [New].
- Enter comment text.
- Click .
[edit] Step 4: Submit Transaction (Required)
Select Screen Functions >> Submit Transaction.
Select Screen Functions >> UnSubmit Transaction if you wish to unsubmit a transaction.
[edit] Step 5: Approve/Reject Transaction (Required)
This step must be completed by a pipeline representative.
Select Screen Functions >> Approve Transaction if you wish to approve transaction.
Select Screen Functions >> Reject Transaction if you wish to reject transaction.
[edit] FIELDS
[edit] Transaction
Displays general information about transaction such as umbrella contract and dates.
- Transaction Id - Transaction system ID.
- Transaction Request Id - Transaction request system ID.
- Svc Req K - Umbrella contract.
- Service Requester - Name of the customer associated with the contract.
- Transaction Date - Date transaction was created.
- Sales Rep - Pipeline customer service representative.
- Customer Requested - Customer contact who requested transaction.
- Phone - Phone number associated with the contact.
- Eff Begin / End Date - Transaction term dates.
- Status - Transaction status.
- Rate Schedule - Type of service that the contract covers.
- Service - Service name.
- Max Rate Ind - Tariff maximum rate indicator.
- Description - Details of action performed by the scheduling process.
[edit] Transaction Inputs
Displays parameters that define transaction limits and allowances.
Inputs and parameters vary by service; therefore, the layout of the screen will change depending on the umbrella contract selected.
[edit] Comments
Displays comments relevant to the request.
- Comment - Text.
- Visibility - Comment visibility to internal/external users.
- Comment By - ID of the user who entered the comment.
- Comment Date - Timestamp.
| Select another Transactions screen: |
|---|
| Create Transaction • Transaction Request • Associate to Nominations |
