Manage Templates

Introduction

Certain types of transactions are repetitive in nature, like salary payment, vendor payment and so on. This is quite common in case of corporate users. So to ease the users in such types of transactions, template comes very handy. Templates can be created and maintained by a user for reusing them as and when required.

This screen allows the users to:

• Create transaction templates

• Modify the existing templates

• View the templates

• Copy an existing template

• Delete a template

• View history of templates.

Also user can initiate transactions from templates as well as save template from a transaction.

Navigation

• Click Manage Templates link in the Transaction Support Services link in the Retail User screen.

• The Manage Templates screen is displayed.

What you can do

The table below provides a brief description of the data that should be entered on the screen and the functions you can perform:

Field

Description

Search Criteria

Transaction Type

From the drop-down list, select the transaction type.

Valid Values:

Fund Transfer

Collection

Payment

Template Name

Specify the name of the template for search.

Template ID From-To

Select the range of template IDs to list them.

Note:

Template ID low cannot be greater that template ID high.

Template List

Select

Select the option button to select the required template.

Template ID

Displays the template ID

Note:

Click the hyperlink, the details of the transactions performed using the template is displayed.

Template Name

Displays the name of the template.

Transaction Type

Displays the type of the transaction for which the selected template is used.

Number of Transactions

Displays the number of transactions done using this template.

Note:

At present only one transaction is allowed using template.