To edit details of a service request in a Failed Validation, Future Dated or Rejected status, follow the steps below.
STEP
ACTION
1
Go to the Commercial Cards > Service Requests screen
2
Locate the service request and use one of the following methods to move the service request into edit mode:
Method 1: Right-click on the service request and click Modify on the Context Menu
Method 2: Select the service request and click Actions > Modify on the Control Bar
Method 3: Click on the service request in the list to display the Service Request Details screen and then click Edit on the Control Bar
3
Edit the service request as required
4
Click the checkbox to acknowledge and accept the declaration clause
5
Click Review & Submit
6
Review the details on screen and click Submit Request
RESULT:
If the request was created by an Authorised to Enquire user, the request will be in a Pending Approval status
If the request was created by an Authorised Signatory or an Authorised Signatory + Identification Officer:
Single Administration: For new cardholder requests, the request will be in a Pending Verification status. All other requests will be submitted for processing.
Dual or Triple Administration: The request will be in a Pending Second Approval status
