To authorize or delete a service request

New, modified, and deleted service requests may require authorization based on Flow Control requirements.  Service requests may be authorized from the Authorization Req'd Tab or the Service Request Detail Form.

From the Authorization Req'd Tab:

  1. To access Payments Services, click Payments Services on the CitiDirect navigation bar.  The Payments Services Summary Form appears.

  2. Click the Authorization Req'd Tab.  All service requests with an "Authorization Required" or "Authorization Required for Delete" status that you are entitled to authorize appear.  Note:  If you created, modified, or deleted an service request, you cannot authorize it.

  3. Select a service request.  To select multiple requests, drag the cursor down sequential lines or hold the CTRL key as you click to select individual lines that are not sequential.

  4. Click Authorize.

    —OR—

    Click Delete to delete the service request.  A Reason dialog box appears. Enter a reason for deleting the service request, and then click OK.  Note:  If multiple service requests were selected, the same reason will apply for all service requests.  If the same reason does not apply, select and return each service request individually.

From the Service Request Detail Form:

  1. To access Payments Services, click Payments Services on the CitiDirect navigation bar.  The Payments Services Summary Form appears.

  2. From the Authorization Req'd Tab, select the service request you want to authorize.  To select multiple service requests, drag the cursor down sequential lines or hold the CTRL key as you click to select individual lines that are not sequential.

  3. Click Go to Details.  The details of the first selected service request appear on the Service Request Detail Form

  4. Review the service request details and click Authorize.  If multiple service requests were selected, the next selected service request appears.

  5. If you do not want to authorize a request, click Next to view and authorize the next selected service request.  When the detail form contains the details of the last selected request, click Authorize or Next to return to the summary form.