38.1 Transfer Letter of Credit - Search

This topic provides the systematic instructions to search an view the details of existing Transfer Letter of Credit

User can search the list existing Transfer Letter of Credit using Second Beneficiary Name, Currency, LC Amount From- Amount To, Issue Date From - Issue Date To and Expiry Date From - Expiry DateTo.

To search the existing Transfer Letter of Credit:

  1. Perform any one of the following actions:
    • From the Related Party list, select the appropriate option.
    • Specify the LC Number, Beneficiary Name, LC Status, LC Amount and Outstanding Amount to view the Transfer LC in the Filter field.
    • Click filter criteria to specify the filter criteria. The Filter overlay screen appears. Based on the defined criteria you can view transactions.

    Figure 38-2 Transfer Letter of Credit - Filter
    Description of transfer-letter-credit-filter.png follows
    Description of the illustration transfer-letter-credit-filter.png

    For more information refer to the field description table below:

    Table 38-1 Transfer Letter of Credit - Filter - Field Description

    Field Name Description
    LC Number Specify the LC reference number.
    Beneficiary Name Specify the name of the LC beneficiary.
    Currency Select the currency of transfer LC to filter the record based on currency.
    LC Amount From - LC Amount To Specify the amount range for searching the transfer Letter of Credit.
    Expiry Date From - Expiry Date To Specify the expiry date range used for searching the LC.
  2. Click Search.
    The searched results are displayed based on the parameters provided.

    Figure 38-3 Transfer Letter of Credit - Search Result



    For more information refer to the field description table below:

    Table 38-2 View Transfer Letter of Credit - Filter Results - Field Description

    Field Name Description
    Related Party Specify the Related Party name to filter the LC by Party Name.
    Filter Specify the LC Number, Beneficiary Name, LC Status, LC Amount and Outstanding Amount to view the Transfer LC.
    Filter Results This section displays the filter results.
    LC Number Displays the LC number.

    Displays the link to view the details of the Transfer Letter of Credit.

    Beneficiary Name Displays the name of the beneficiary of Transfer LC.
    Issue Date Displays the issue date of the Transfer LC.
    Date of Expiry Displays the Transfer LC expiry date.
    LC Status Displays the status of the Transfer LC.
    LC Amount Displays the Transfer LC amount.
    Outstanding Amount Displays any outstanding amount available along with the currency.
  3. Perform one of the following actions:
    • Click on the desired LC Number link to view the LC details. The Transfer Letter of Credit- Credit - Secondary Beneficiary Details screen appears.
    • Click the download icon to download the records in CSV & PDF format.
    • Click the manage columns icon to setup a column preference by rearranging or removing columns.