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Edit Service Request - Archived

Geography: This article is applicable for ANZ Transactive - Global customers banking in Australia and New Zealand.
Full details are available in Features by Geography.

Please refer to Manage Commercial Cards Service Requests for details.

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