To edit a trade transaction that is in a Ready to Authorise or Partially Authorised status, follow the steps below.
- You must have the appropriate entitlements to edit transactions
- You can only edit a transaction in ANZ Transactive Trade
|1||Go to the Trade Finance > Pending Approval screen|
|2||Use one of the following methods to Edit a transaction in Transactive Trade:
RESULT: A new tab will open and will display the transaction to edit in Transactive Trade.
|4||Edit the transaction as required, then click Verify Data
RESULT: The transaction will be in a Ready to Authorise status.
You can authorise the transaction after this step or in ANZ Transactive - Global.
|5||Click Return to My Bank Portal
RESULT: The Transactive Trade tab will close and you will be presented with the ANZ Transactive - Global screen
|6||Click Refresh on the Control Bar to update the details on screen
NEXT: Approve Transaction