Troubleshooting

The messages PALBONTradeFinance shows when it refuses something, what each means, and what to do. Messages are grouped by area; the part in quotes is what you see on screen.

1. Access and screens

Message	Meaning	What to do
You do not have access to PALBONTradeFinance.	You hold no trade role	Ask an administrator for one (see Roles and access)
No action is open to you at this step.	The next step belongs to another role, waits for a condition, or needs another approver	Check the workflow page of the record type; ask the role named there
'…' is not open to you on this record now.	The action is not available in the record's current state or to your roles	Refresh the page; check the state
Only a System Manager can customize forms / design processes / design automations.	Design is for System Managers	Ask one
Only a Workspace Manager can change a dashboard everyone sees. Save it as your own copy instead.	Shared dashboards are managed	Use Save as my dashboard
A page shows a PALBON Suite AI is not configured message	The AI service settings are missing on this site	Ask the server administrator to set them (see First-time setup); everything else works

2. Trades and contracts

Message	What to do
A back-to-back trade needs a purchase leg and a sale leg before it is confirmed.	Add the missing leg
Row 1: a Purchase leg is with a Supplier.	A purchase leg's party is a supplier; a sale leg's a customer
The laycan ends before it starts.	Correct the laycan dates
Choose the contract type.	Set Contract type (or a leg, which gives Purchase or Sale Contract)
A … needs: Commodity, Quantity, Base Price per Unit.	The contract type needs these values
A … is a purchase or a sale: choose its leg.	Long-term and offtake agreements need Leg
Contract type … is disabled.	Choose another type, or re-enable it
… is finalized: change … through an addendum, so the approval and signature still match the terms.	Add an Addenda row instead of editing (see Trade contracts)
Attach the signed copy (or send it for e-signature) before marking the contract signed.	Attach Signed Copy or complete the e-signature
Only a finalized contract is sent for signature.	Finalize first
E-signature is not set up yet… / PALBON Ekyc is not installed	Configure Digio Settings, or upload the signed copy
… has no e-mail address. Add one on the …, or a contact, then send again.	Add the counterparty's e-mail
A contract cannot be its own framework contract. / A contract cannot refer to itself.	Choose another contract
Valid to is before valid from.	Correct the period

3. Letters of credit

Message	What to do
The credit expires before it is issued. / The latest shipment date is after the expiry.	Correct the dates (31C, 31D, 44C)
… with tolerance takes facility … past its limit (… available).	Choose another facility, reduce the amount, or have the limit raised
Select one bank quote, not 2.	Untick all but one Selected
The payment tranches add up to 90%, not 100%.	Correct the shares
… cannot go ahead: … is under a confirmed sanctions match / rejected at KYC.	The risk gate: resolve the counterparty's screening or KYC first
There is no sale contract on this trade to compare with yet.	Make the leg's contract first
No contract of this leg to take the new terms from.	The amendment is proposed from the leg's contract
Presented after the deadline of …: the bank may refuse it as late.	A warning; present sooner next time, or ask the applicant to accept
The refusal came after …: under UCP 600 art. 16f the bank may no longer refuse these documents.	Insist on payment
SWIFT: Field 31D is missing. (in Problems Found)	The pasted text is incomplete: paste the whole message, then Retry

4. Shipping and laytime

Message	What to do
… is not a valid IMO number: seven digits whose last is the check digit.	Check the IMO number
MMSI … must be nine digits. / Call sign … must be 3 to 9 letters or digits.	Correct the identifier
UN/LOCODE … does not belong to …	The LOCODE's first two letters are the country code
… is not a time zone name (for example Asia/Kolkata).	Use a time zone name
Latitude must be between -90 and 90.	Correct the position
Row 3 (Loading Commenced): it ends before it starts.	Correct the event's times
The loading or discharging rate per day is needed.	Fill Rate (MT per day) on the laytime calculation
There is no despatch or demurrage to note.	The result is nil, or not calculated yet
Freight is not ours on these terms (FOB): the buyer charters the vessel.	No freight invoices on F-terms
Set the shipowner and the freight rate first. / The advance is due on loading: record the bill of lading first.	Fill the voyage's freight fields and B/L

5. Documents

Message	What to do
Add the surveyor's e-mail address first.	Fill Sent To or the surveyor's e-mail
The beneficiary of this leg issues its own invoice and certificate.	Only the sale leg (beneficiary type Company) prepares your own documents
Make the sale leg's settlement first: the invoice is built from it.	Create the sale settlement
Link the letter of credit first: the draft follows its 42C and 42A.	Set the instruction's credit
The draft is drawn for the invoice amount: prepare or record the commercial invoice first.	Prepare or record the invoice
A finding Consistency … B/L number that you think is a typing error	B/L numbers are never accepted as typing errors; have the document corrected

6. Settlement and accounting

Message	What to do
… is beyond the contract's rejection limit: the settlement is frozen until the buyer's waiver is recorded.	Record the buyer's waiver, or cancel the settlement
The cargo is beyond the rejection limit: record the buyer's waiver before invoicing.	As above
The total … is above the credit's maximum …: the bank will refuse the excess.	Check the build-up; the credit may need an amendment
There is no USD to INR exchange rate for ….	Add the rate in Currency Exchange
Set the company's default receivable / payable account first.	Set it on the company
… is not submitted yet: an accountant submits it, then the payment can be recorded.	Submit the invoice in PALBONSphere

7. Treasury and risk

Message	What to do
B/L … already backs …: financing it twice is double financing.	Cancel the second request
Bands 1-30 and 20-60 overlap.	Correct the discount bands
The owners add up to 110%, more than 100%.	Correct the ownership shares
The facility ends before it starts.	Correct the facility's dates
Link the guarantee to its trade first (Reference: Trade).	Set the guarantee's reference to its trade
Say what the amendment changes: the amount, the validity or the wording.	Give at least one change for the MT767

8. Automations and workflows

Message	What to do
Choose the record type to create. / A webhook needs its address.	Complete the rule
Row 2: row. needs "For Each Row Of".	Choose the table the rule runs over
Row 2: write the link field and the field, e.g. company.company_name.	Correct the Linked Field value
The condition cannot be used: …	Correct the condition
Only a System Manager can let a rule run without the user's permissions.	Leave the option off, or ask a System Manager
A rule shows Last run failed	Open it: Last runs shows the error; Try on a record to test the fix

9. Voice

Message	What to do
The microphone is blocked for this site.	Allow it from the icon at the left of the address bar
Voice needs a secure address…	Use https (or localhost)
This browser has no voice input.	Use Chrome or Edge, or type
No microphone was found.	Connect one
The assistant answers I did not catch what to do	Rephrase with one of the example sentences

10. Getting more help

• Every record's Activity shows who changed what and when; Workflow History shows every move.
• Administration › Audit › AI Action Log shows what the assistant understood.
• A System Manager sees technical errors in Desk's Error Log (/app/error-log).