Commercial Cards Service Requests Screen – ANZ Digital Services Help

The Commercial Cards Service Requests screen allows you to view and raise a number of card requests to ANZ for processing.

Commercial Cards Service Requests

Click a row to view the Service Request Details Screen
Right-click on a row to display the Context Menu where you can Approve, Cancel, Modify, Reject, Resubmit, Verify or View a Service Request

NAME	DESCRIPTION
View	Change the View to display service requests in a Pending Approval, Pending Verification or Future Dated status or to view a saved search or manage your saved searches.
New	Click New to Create a Service Request.
Actions	Click Actions to Approve, Cancel, Modify, Reject, Resubmit, Verify or View a Service Request These actions are also accessible by right-clicking on a row and selecting the option from the Context Menu.
Search	Click Search to display or hide the advanced search criteria fields.
Group	Group data on the screen by predefined criteria.
Filter	Filter data on the screen. Enter criteria into one or more text boxes that are under each column heading to display matching records.
Export	Export the records on screen into a CSV file.
Refresh	Refresh the records on screen.
Settings	Use Settings to save the View and Group selected.

For information on how to customise grids, click here.

COLUMN	DESCRIPTION
Billing Entity Number	Registered billing entity number.
Billing Entity Name	Registered billing entity name.
Card Account Number	The account number that connected to the card.
Request Status	The status of the service request; Completed, Cancelled, Failed Validation, Future Dated, In Progress, Pending Approval, Pending Second Approval, Pending Verification, Rejected, Unsuccessful. Please resubmit. For more information on these statuses, click here.
Card Number	The number on the card.
Cardholder Name	The name of the person to whom the card is issued.
Request ID	The ID of the service request that was raised.
Cross Reference ID	The ID of the service request that was delivered for processing.
Request Type	Type of service request; Card Limit Change, Statement Preferences, Replace Card, Cancel Card, New Cardholder Request
Requestor	The User ID of the user who raised the service request.
Approved By	The User ID of the first approver.
Uploaded File Name	The name of the file that was uploaded for bulk requests to add new cardholders.
Verified By	The User ID of the Identification Officer (IO) who verified additional cardholders.
Creation Date	The date the service request was created.
Last Updated By	The User ID of the user who last updated the service request.
Last Updated Date	The date and time the service request was last updated.
Completed Date	The date the service request was completed.

To complete a search, follow the steps below.

STEP	ACTION
1	Click Search on the Control Bar
2	Enter search criteria. Searches on fields that are left blank, will return all available data for that field. Each search field has different criteria that can be entered or selected from an existing list. Date values: Choose from Specific Date, Date Range, Rolling Dates Billing Entity Number/Request Type/Request Status/Requestor/Approved By/Verified By values: Choose Equal To or Not Equal To. To add a value, click Add and select the values to include in the search criteria.
3	Click Search RESULT: A list of matching Service Requests are displayed.
4	To perform another search or to save the search, click Search on the Control Bar. RESULT: The search criteria fields are displayed. To perform another search, click Reset and enter the search criteria To save the search criteria, click Save. After you have named your search, the search will be available from the View menu