60.1 Terms and Conditions - Search and View

Bank Administrator can search and view the previously maintained Terms and Conditions. Administrator can narrow the result using the available fields as filters such as ALL or Specific Party ID, Module, Transaction Area and Transaction Name (Only If he selects any Specific Transaction Area).

All the applicable transactions will be listed here, and user can select any maintenances from the list, by clicking on view to see the details.

To search Terms and Conditions:

  1. Navigate to the above path.
    The Terms and Conditions Maintenance screen appears.
  2. In the Party field, select the appropriate tab.
    The Mailers - Create screen appears.

    Figure 60-2 Terms and Conditions - Search and View


    Terms and Conditions - Search and View

    Table 60-1 Field Description

    Field Name Description
    Party Option to select the party type.
    The options are:
    • All
    • Enter Party
    Party ID Party ID for which the term and conditions are maintained/ viewed.

    This field appears if Enter Party option is selected in the Party field.

    Module Name The name of the module. Only Trade Finance is supported.
    Transaction Area The list of transaction area which are a part of transaction group.
    Transaction Name Name of transactions which are a part of transaction group.

    This field appears if any transaction other than All is selected in the Transaction Area list.

    Search Result
    Party ID Party ID for which the term and conditions are maintained/ viewed.
    Transaction Area The list of transaction groups of Trade Finance Module.
    Transaction Name Name of transactions which are a part of transaction group.

    This field appears if any transaction other than All is selected in the Transaction Area list.

    Actions The available actions that can be performed against the term and conditions for transactions are displayed.

    The actions can be:

    • View: Click to view the already maintained terms and conditions.
    • Delete (delete): Click to delete the already maintained terms and conditions.
    • Copy (copy): Click to copy the already maintained terms and conditions.
    • Edit (edit): Click to edit the already maintained terms and conditions.
  3. If you have selected Enter Party option, specify the party ID in the Party ID field.
  4. From the Transaction Area list, select the appropriate option.
  5. From the Module Name list, select the listed option.
  6. If you have selected any transaction other than All;
  7. From the Transaction Name list, select the appropriate transaction.
  8. Click Search.
    The screen displays results based on search criteria.

    OR

    Click Cancel to cancel the transaction.

    OR

    Click Clear to reset the details.