3.5.2 View the Summary of a Contract

To go to the Summary View you can highlight the module name in the Application Browser, all the functions associated with that module will be displayed in an adjoining box. Similarly highlight a function, the options (Detailed or Summary) available for the particular function will be displayed in an adjacent box. Click on Summary, the Summary View screen is displayed.

If you are in the Contract Detailed View, choose Summary from the View Menu. Typically, the following details of all contracts will be 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 you invoke this function, all the contracts will be displayed. The unauthorized contracts, the liquidated ones and those on Hold will be displayed. The contracts will be sorted on their product codes (alphabetical order of the product code). You can choose to sort them on any of the fields displayed.

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

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

Note:

• The system displays only 5 pages of records, when you click search. 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, you may 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 you navigate to the Last page.

Save Queries

You can save query criteria and advanced search query criteria in the summary screen based on the user and function id combination.

To save a query do the following:

1. Enter the query criteria in the summary screen and on click of Search’, the Save option is enabled.
2. On click of Save, the criteria searched can be saved by entering:
   • Query Criteria Name
   • Remarks
3. The saved query is then displayed on click of ‘Saved Queries’ with the following details:
   • Query Name - Displays the name of the query as you have saved on click of which the system populates the saved criterion and search results in the summary screen.
   • Query Type - Displays whether the query is normal or advanced.
   • Action - You can edit or delete the saved query.
   • On click of edit, the system populates the query criteria on summary screen. You can modify the criteria search and on click of save, the criteria name and remarks are displayed. On click of OK, the system will prompt for confirmation of modifying the criteria and on click of OK, the system saves the modified query.