View Mandates

Introduction

This option allows the retail user to search mandates based on various criteria. The screen lists the mandates based on the search criteria. The mandates can be edited, copied and deleted. The list of collection transactions performed on a mandate can be viewed using the transaction history. The mandate list can be downloaded into various file formats like, HTML, PDF, TEXT and so on.

Navigation

• Select  View Mandate in the Manage Mandates screen.

• Select View Mandates in the Register a New Mandate screen.

• The View Mandates 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

Option

The activities possible for mandate management are:

• Register a mandate

• View Mandates

Click Continue to go to the corresponding screen based on the selected activity type.

Search Criteria

Mandate ID

Select the ID of the mandate for which records are to be retrieved from the drop-down.

Counter Party Nick Name

Enter the counter party nickname as a selection criterion. Click LookUp to retrieve the list of counter parties.

Collection From Account

Enter the account from which the collection would be made as a search criterion.

Collection Account

Select the account of the retail user from the drop-down to which the collection amount would be credited.

Mandate Reference

Specify the unique reference of the mandate.

Advance Search Criteria

Mandate Amount (From - To)

Specify the range of the mandate amount whose records are to be retrieved.

Mandate Status

Select  the status of the mandate from the drop-down list.

Mandate Date (From - To)

Specify from the calender widget the date range for which mandates are to be retrieved.

Field

Description

Mandate Details

Select

 Select the option button to select a particular record.

Mandate ID

The ID of the mandate. Click the mandate ID to view the details of the mandate.

Counter Party Nickname

The counter party nickname is displayed. Click the counter party link to view the details of the counter party.

Collected From Account

The account number of the counter party is displayed. This is the account number where the collection would be made from.

Collection Account

The account to which the collection amount would be credited is displayed.

Maximum Amount

The maximum amount allowed for the collection transaction

Minimum Amount

The minimum amount applicable for the collection transaction.

Mandate Reference

The unique reference of the mandate in the corporate’s system.

Start Date

The mandate start date.

End Date

The mandate end date.

Status

The status of the mandate.