Viewing Current Terms Details

Users with appropriate security rights can view  current terms for a transaction that has been processed or cancelled by the bank. You can view current terms details only for the following instrument types: Import Letters of Credit, Export Letters of Credit, outgoing Standby Letters of Credit, outgoing Guarantees.

To view transaction terms for transactions processed or cancelled by the bank:

  1. Press the Instruments navigation button from any page displaying the navigation bar.

    The Instruments Area displays with the Pending Transactions tab active.

  2. Click on the Instrument History tab.

    The Instrument History tab becomes active and appears in the Instruments area. If you have security rights to work with instruments for subsidiaries or branches of your organisation, make a selection in the Show for: drop-down list. (This list does not display if you do not have such security rights or if your organisation has no subsidiaries or branches.)

  3. Locate the instrument for the transaction whose current terms you want to view and click on the instrument link in the Instrument ID column.

    The Instrument Summary page for the selected instrument displays. A summary of current terms displays in the Current Terms Summary area of the page.

  4. Press Show Details in the Current Terms Summary area of the page. This button displays only if the current transaction has a status of Processed by Bank or Cancelled  by Bank.

    The Current Terms Details page displays for the transaction.

  5. When you are finished viewing the current terms details, press Close to redisplay the Instrument Summary page.


Related Topics

Working with Listing Pages

Working with Detail Pages