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The Trace Direct Send Collection page allows you to enter information for an Direct Send Collection trace transaction.
Different action buttons appear on the page (Save, Save & Close, Verify Data, and so on), depending on the transaction's status and/or whether the transaction is in edit mode or read-only mode. This page appears in read-only mode if you have view only security rights to instruments, if the transaction has any status other than "Started", or if the instrument was not created by your organisation. Click here to read about the actions available on transactions for each status in edit mode and read-only mode.
The Trace Direct Send Collection page includes the following sections:
Tracer (displays after verification)
The General section of the Trace Direct Send Letter of Credit page contains basic information about the Direct Send Collection trace transaction. The fields and controls contained in this section are described below.
| Field/Control | Description |
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Your Reference Number |
Your reference number for the instrument. This field displays the applicant's reference number in read-only form. |
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Collection Amount |
The collection amount for the instrument This field displays in read-only form the original amount from the issue transaction, with the currency indicated before the amount. |
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[additional Tracer Details text] |
The additional tracer details for the instrument. 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 1000 characters. |
Working with Instruments and Transactions
The Instructions to Bank section of the Trace Direct Send Collection page contains instructions to your bank for the Direct Send Collection trace transaction. The fields and controls contained in this section are described below.
| Field/Control | Description |
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Copy of Tracer sent to your bank for information only. Your action is not required. |
Indicates that the tracer copy is being sent for information purposes only, with no action required from the bank. |
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Please send a Tracer on our behalf and confirm. |
Indicates a request for the bank to send a tracer on the customer's behalf and send confirmation of the tracer. |
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[Special Instructions text] |
The special instructions text for the tracer. 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 1000 characters.- |
Working with Instruments and Transactions
The Tracer link on the Trace Direct Send Collection page appears only after the transaction has been verified. When you click on this link, an Adobe Acrobat PDF file is generated of the transaction's tracer and the file is displayed in a new browser window. You can then print the PDF file or save it to your local drive.
Note: This feature requires that Adobe Acrobat Reader is installed on your computer. If want to use this feature and you do not have Adobe Acrobat Reader installed on your computer, click here.
Working with Instruments and Transactions