Viewing Transaction Terms Details

Users with appropriate security rights can view transaction terms details for a transaction that has been processed by the bank.

To view terms details 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 terms details you want to view and click on the instrument link in the Instrument ID column.

    The Instrument Summary page for the selected instrument displays. In order to view terms details for a transaction, the transaction must have a status of Processed by Bank or Cancelled by Bank.

  4. Click on the transaction link in the Transaction column of the Instrument Summary page. In order to view current terms for a transaction, the transaction must have a status of Processed by Bank or Cancelled by Bank.

    The Transaction Terms Details page displays for the transaction. If a read-only version of the transaction form displays instead of the Transaction Terms Details page, the transaction you selected has not been processed by the bank.

  5. When you are finished viewing the transaction terms details, press Close to redisplay the Instrument Summary page, or View Terms as Entered to view a read-only version of the transaction form as it was originally entered in the Trade Services system.

 


Related Topics

Working with Listing Pages

Working with Detail Pages