Field/Control

Description

Create Message

Pressing this button displays the New Mail Message page, allowing you to create and send a mail message with the current instrument ID preloaded into the appropriate field in the message. After you create the mail message and perform an action on it (such as route or save as draft), the Instrument Summary page redisplays.

This area provides a summary of the instrument's current terms. The following fields are displayed in the Current Terms Summary area:

         Issue Date - The date that the instrument was issued.

         Transaction Amount - Instrument Amount - The amount of the transaction.

         Local Reference Number - The local reference number added in TPS.

     Processed Amount- The processed amount of the original transaction.

     Other Party - The name of the other party for the original transaction for the instrument.

         Reference Number - The reference number for the transaction.

Field displaying confirmation details for the instrument.

A listing of the transactions generated as a result of the current transaction. While you are viewing information in this area, you can perform actions available in all listing pages. See Working with Listing Pages for more information.

The following columns are displayed in the Transactions for this instrument listing:

          Trans. Status Date - Column displaying the transaction status date for each transaction in the listing. By default, the transactions listing is sorted by the Trans. Status Date column; click on any other column heading to sort by that column.

         Transaction - Column displaying the type for each transaction displayed in the listing (for example, Issue). Click a transaction type hyperlink to display the transaction's details.

          Amount - Column displaying the amount for each transaction in the listing.

         Status - Column displaying the status of each transaction in the listing. Click here for a description of each status value.

Reference - Column displaying an instrument ID hyperlink for any transactions related to each transaction in the listing. An instrument ID hyperlink will appear only for transactions that are in the listing because they are original transactions of instruments related to the instrument displayed in the Instrument Summary page.

Mail

A listing of the mail generated as a result of the current instrument. While you are viewing information in this area, you can perform actions available in all listing pages. See Working with Listing Pages for more information.

The following columns are displayed in the Mail for this instrument listing:

      Date & Time - Column displaying the date and time that each message in the listing was received.

      Subject - Column displaying a description of each mail message in the listing.,

        Assigned To-Column displaying the user to whom each mail message in the listing is assigned.

    Status – Column displaying the status of the mail message.

Transaction Log

A listing of all activities related to this transaction.  The following column are displayed in the Transaction Log listing:

                   Date & Time – Column displaying the date and time that each activity occurred.

    Action – Column displaying the type of activity that occurred.

    User – Column displaying the user the created the activity.

    Panel Level – Column displaying the Panel Level   

    Status – Column displaying the status of the activity.