3.5.2 Viewing the Summary of a Contract

To access the Summary View, highlight the module name in the Application Browser. The system displays all functions associated with the module in an adjoining box. Highlight a function to display the available options Detailed or Summary in an adjacent box. Click Summary to display the Summary View screen.

In the Contract Detailed View, select Summary from the View Menu. The following details of all contracts are displayed:

• Branch
• Reference Number
• Counterparty
• Contract Amount
• Currency
• Value Date
• Maturity Date
• Product
• User Reference Number
• Related Reference Number
• Status
• Payment Method
• Rate Code
• Rate Spread
• Interest Amount

Note:

If recommended fields search is enabled for a summary screen, then it is mandatory to specify the minimum required search parameters to search the summary records.

Refer to Open Development Tools user guides for details.

When this function is loaded, the system displays all contracts, including unauthorized contracts, liquidated contracts, and contracts on Hold.

The contracts are sorted on their product codes (alphabetical order of the product code). Select to sort them on any of the fields displayed.

To view all the details of a contract, perform one of the following:

• Double click on the contract
• Select Contract Detailed View when the contract is highlighted

Note:

- Click Search, the system displays only 5 pages of records. The system displays the page numbers as <Current Page of ..>. However; if the total number of pages is less than 5, then the system displays page count as <Current Page of Exact Number of Pages>.

- Before searching, user can also set the number of records to show per page, and the number of columns to lock/freeze.

- The system enables the last button and displays the total count only when user navigates to the Last page.

• Saving Queries
  Save query criteria and advanced search query criteria in the summary screen based on the user and function id combination.