The Commercial Cards Service Requests screen allows you to view and raise a number of card requests to ANZ for processing.
- 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
|View||Click View to display service requests in a Pending Approval, Pending Second Approval, Pending Verification or Future Dated status or to view a saved search or Manage 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|
|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.
|Billing Entity Number||Registered billing entity number.|
|Billing Entity Name||Registered billing entity name.|
|Card Number||The account number connected to the card.|
|Request Status||The status of the service request.|
|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.|
|Requestor||The User ID of the user who raised the service request.|
|Approved By||The User ID of the first approver.|
|Second Approval||The User ID of the second 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.|
Service Requests Search
To complete a search, follow the steps below.
|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.
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.