Field/Control

Description

  Template Name

Typing the first few characters of the template name you are searching for defines the filter for the list of templates in the template listing below.

  Search

Pressing this button after entering filter criteria in the text box re displays the template listing with the filter applied.

  Template Name

Column displaying the name of each instrument template displayed in the listing page. Click on a template name in the column to display detailed information about the template.

By default, the template listing is sorted by the Template Name column. Default column sort order is to display data in ascending order. Selecting the indicator or link will alter the sorting  to the descending order.; click on any other column heading to sort by that column.

  Instrument Type

Column displaying the instrument type for each template in the listing.

  Party Name

Column displaying the name of the party associated with the instrument template in the listing.

  Express

Column indicating whether the template in the listing is an express template or tamper-proof template. If the template is an express template, Yes appears in this column; if the template is not an express template, the column displays No.

  Fixed

Column indicating whether the template in the listing is a fixed template wherein any template fields populate fields populated with data will be 'fixed' with those values when used for a transaction. This is relevant for payment instruments only.  If the template is a fixed template, ‘Yes’ appears in this column; if the template is not a ‘fixed template’, the column displays ‘No’.

  Added by

Column indicating who (the bank or your corporation) added the instrument template to the Trade Services system. Corporate customer users cannot modify or delete reference data that is added by the bank.

The Added By column on all of the reference data list views specifies My Corporation whether the reference data is owned by the users organisation or by the subsidiary organisation. Therefore, there is no differentiation in the list view. 

 Cancel

Pressing this button cancels the template or transaction creation process and re displays the page from which you initiated the creation process

  Total Count

 Displays the number of instruments returned for the search criteria.