Amend Request to Advise

Issuer's Reference Number

Displays the Issuer’s Reference Number.

Your Reference Number

Your reference number for the instrument. This field displays the Applicant's reference number in read-only form.

Applicant Name

The applicant’s name is displayed for information in read-only form.  This is the name of the applicant of the issue request to advise instrument based on the last transaction processed by the bank.

Request to Advise Amount

The amount of the transaction. This field displays in read-only form the original amount from the issue transaction, with the currency indicated before the amount.

To enter a new Request to Advise amount, select Increase By or Decrease By from the drop-down list in this area, enter a dollar amount in the text box, and press Calculate New Amount. The new amount will display in the New Request to Advise Amount read-only field.

Calculate New Amount

Pressing this button calculates the new Request to Advise amount for the amend transaction, based on the original Request to Advise amount and whether you selected Increase By or Decrease By from the Request to Advise Amount drop-down list.

New Request to Advise Amount

Displays the new Request to Advise amount, based on the original Request to Advise amount and whether you selected Increase By or Decrease By from the Request to Advise Amount drop-down list.

Amount Details

Indicates the amount of the transaction. To specify, select one of the following options:

• Amount Tolerance – The amount tolerance of the transaction. This is the percentage amount that the instrument can be over- or underdrawn. You can type up to 3 characters into each percentage field (+ and -).

• Maximum Credit Amount – Indicates that amount listed on the transaction is the total amount.

Additional Amount

This field will allow you to enter up to 4 lines of 35 characters (140 characters) to describe any additional amounts covered in the Request to Advise. Any data in this field will overwrite what was entered and sent to the bank during the Request to Advise. It will not supplement the previous data.

New Amount Tolerance

The amount tolerance of the transaction. This is the percentage amount that the instrument can be over- or underdrawn. You can type up to 3 characters into each percentage field (+ and -).

Current Expiry Date

The current expiry date is displayed for information in read-only form.  This is the date on which the issue Request to Advise instrument currently expires based on the last transaction processed by the bank.

New Expiry Date

The date that the transaction expires. To enter the expiry date, select a day, month, and year from the appropriate drop-down lists. An expiry date selection is required.

New Port of Discharge / Final Destination

The point of discharge for the transaction goods. To specify, enter a location in the text box. This field can contain up to 65 characters.

Changes to the Goods Description / Shipment Details

Changes to the description of the goods being purchased. To enter text, you can either type directly into the text area, or add a phrase from the drop-down list to the text area. The text area can contain up to 6500 characters.

Entered text appears in this text area in a fixed-space font (for example, "goods description text")  so that the goods description can be formatted into columns.

When the user amends a Request to Advise with multiple shipments, it is recommended that the user types a heading, such as ”r;changes to shipment 1”, with the changes following.  Any changes for purchase orders for the shipment being amended can also be entered here. Each shipment to be amended should be preceded by a new heading with the shipment and purchase order details following.