6.1.1.1 Margin Transaction Query screen

1. On the Home page, type SRDMRTRQ in the text box, and click the next arrow.

   Margin Transaction Query screen is displayed.

   Figure 6-1 Margin Transaction Query

   
2. On the Margin Transaction Query screen, Click Enter Query.
3. On the Margin Transaction Query- Enter Query screen, Specify the details as required.
4. Click Execute Query to query the details or Cancel to close the screen.

   For information on fields, refer table below:

   * Indicates mandatory fields.

   Table 6-1 Margin Transaction Query

   Field	Description
   Query For	Indicate whether the margin transaction query is for an agreement or portfolio or a specific contract
   Contract Type	Select the deal type of the contract for which the linked margin transactions are to be queried. Applicable only when Query For selected is ‘Contract’ Only those Contracts of the selected deal type are available for selection Displays ‘All’ by default
   Contract/Agreement	Select the Agreement or Portfolio or a specific Contract for which the linked margin transactions are to be queried. When ‘Agreement’ is selected for ‘Query For’ field, only those active agreements for Collateral purpose, with Branch as Head Office branch or current branch where user has logged in, is displayed for selection When ‘Portfolio’ is selected for ‘Query For’ field, only those active portfolios, available to the current branch where user has logged in, is displayed for selection Applicable only for Securities, Exchange Traded Derivatives and Credit Derivatives modules in which portfolios can be defined separately When ‘Contract’ is selected for ‘Query For’ field, only those active contracts eligible for Collateral assignment, having branch same as current branch where user has logged in and deal type same as that selected, is displayed for selection
   From Date	Enter the date to query the margin transactions initiated on or after this date.
   To Date	Enter the date to query the margin transactions initiated on or before this date.
   Collateral Type	Select the collateral type of the margin transactions to be queried. Select Cash, to query only cash margin transactions Select Securities, to query only securities margin transactions Displays ‘Both’ by default
   Margin Event	Select the event type of the margin transactions to be queried. Displays ‘All’ by default