Instrument Search

The Instrument Search page displays when you press the Search Instruments button when creating a new template, transaction, or mail message. This page allows you to display a list of instruments that match the search criteria you enter. You can then select an instrument to reference on the new template, transaction, or mail message, and then proceed to the next step in the process or return to the originating page.

There are two views of the Instrument Search page: Basic Search and Advanced Search. These views both include search criteria and a listing page of instrument search results, but the Advanced Search view provides additional search criteria fields and lists in the top part of the page. The Basic Search view is displayed by default, with a hyperlink to the Advanced Search view.

Instrument Search

Basic Search

The Basic Search is the default Instrument Search page. This page allows you to display a list of instruments that match the specific search criteria you enter on the page. If you need additional search criteria fields for your instrument search, you can click on the Advanced Search hyperlink near the top of the page to display the Advanced Search view of the page.

The fields and controls contained in the Basic Search view of the Instrument Search page are described below.

Field/Control	Description
Status	Making a selection by choosing either ‘Active’, ‘Inactive’. ‘Active’ is selected by default. Selecting both checkboxes will display all records. If you make a selection from this list, the listing area of the page will automatically refresh to show the results of your selection.
Instrument ID	Typing the complete instrument ID here or a portion of the instrument ID and pressing search returns a list of all instruments matching the instrument ID you entered.
Instrument Type	By default ‘Export Letter of Credit’ is populated
Primary Reference.	Typing the complete applicant's reference number here or a portion of the applicant’s reference number and pressing search returns a list of all instruments matching the reference number you entered.
Orig. Bank's Reference No.	Typing the complete originating bank's reference number here or a portion of the originating bank’s reference number and pressing search returns a list of all instruments matching the reference number you entered.
Vendor ID	Typing the complete or a portion of the Vendor ID and pressing search returns a list of all instruments matching the Vendor ID you enterd.
Search	Pressing this button after entering filter criteria in the search fields returns a list of instruments matching the search criteria entered.
Instrument ID	Column displaying the ID of each instrument displayed in the listing page. Select the option button to the left of the instrument ID to choose the instrument. By default, the instrument listing is sorted by the Instrument ID column; click on any other column heading to sort by that column.
Instrument Type	Column displaying the Type of each instrument displayed in the listing plage.
CCY	Column displaying the base currency for each instrument displayed in the page.
Amount	Column displaying the amount of each instrument displayed in the page.
Status	Column displaying the status of each instrument displayed in the page (Active or Expired).
Party	Column displaying the party for each instrument displayed in the page.
Primary Reference	Column displaying the instrument reference number entered by the applicant. If the listing page display setting in your user profile is set to "Standard Listviews", then this column appears just after the Instrument ID column. If it is set to "Extended Listviews", however, this column appears just after the Status column. See the description of Standard/Extended listing pages for more information.
Orig. Bank's Ref. No.	Column displaying the instrument reference number defined by the originating bank (for instruments that are not initiated in the system).
Vendor ID	Column displaying the Vendor ID details for the instrument.
Confirmed	Column displaying confirmation details for the instrument.
Select	Pressing this button copies data from the selected instrument and redisplays the page from which you initiated the instrument search.
Cancel	Pressing this button cancels the template or transaction creation process and redisplays the page from which you initiated the creation process.

Advanced Search

The Advanced Search view of the Instrument Search page appears when you click the Advanced Search hyperlink from the Basic Search view of the page. Like the Basic Search view, the Advanced Search view allows you to display a list of instruments that match the specific search criteria you enter on the page; however, the Advanced Search provides additional search criteria fields and lists in the top part of the page, such as expiry date and amount ranges, as well as currency and other party.

You can enter search criteria in any or all of the search criteria fields and then press Search or press Enter to return the list of instruments matching your criteria. If searching by instrument ID, reference number, or instrument type is sufficient for your search, you can click on the Basic Search hyperlink near the top of the page to display the Basic Search view of the page.

Field/Control	Description
Status	Making a selection by choosing either ‘Active’, ‘Inactive’. ‘Active’ is selected by default. Selecting both checkboxes will display all records. If you make a selection from this list, the listing area of the page will automatically refresh to show the results of your selection.
Instrument Type	By default ‘Export Letter of Credit’ is populated
Currency	The currency for which you want to return a list of instruments. To search by currency, select a currency from the drop-down list.
Amount Range	The amount range for which you want to return a list of instruments. To search by instrument amount, enter an amount in each of the From and To fields.
Expiry Date Range	The expiration date range for which you want to return a list of instruments. To search by expiry date, enter one or more values in the following From and To fields: By selecting a date from the calendar pop up or entering the date in mm/dd/yyyy format
Other Party	The other party for your instrument search. To search by party, enter the first one or more characters of the party's name in this field.
Vendor ID	The Vendor ID for your instrument search. To search by Vendor ID, enter one or more characters of the Vendor ID in this field and press search.
Search	Pressing this button after entering search criteria in the search page fields returns a list of instruments matching the criteria entered.
Instrument ID	Typing the complete instrument ID here or a portion of the instrument ID returns all a list of all instruments matching the instrument ID you entered.
Instrument Type	Column displaying the type of instrument. This is an "Extended" listing page column, and only appears when your user profile is set to display Extended Listviews.
CCY	Column displaying the base currency for each instrument displayed in the page.
Amount	Column displaying the amount of each instrument displayed in the page.
Status	Column displaying the status of each instrument displayed in the page (Active or Expired).
Party	Column displaying the party for each instrument displayed in the page.
Primary Reference.	Typing the complete applicant's reference number here or a portion of the applicant’s reference number returns a list of all instruments matching the reference number you entered.
Orig. Bank's Ref. No.	Column displaying the instrument reference number defined by the originating bank (for instruments that are not initiated in the system).
Vendor ID	Column displaying the Vendor ID for the instrument.
Confirmed	Column displaying confirmation details for the instrument
Select	Pressing this button copies data from the selected instrument and redisplays the page from which you initiated the instrument search.
Cancel	Pressing this button cancels the template or transaction creation process and redisplays the page from which you initiated the creation process.

Instrument Search

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