4.1 Search Import LC Amendments

This topic provides the systematic instructions to search an Import LC Amendments in the application.

User can search the list existing LC application using LC Number, Applicant Name, and Beneficiary Name and apply for amendments.

To search the LC Amendments:

  1. Perform any one of the following actions:
    • From the Related Party list, select the appropriate option.
    • Specify the the LC Number/Applicant Name /Beneficiary Name/Customer Reference Number/LC Amount/Equivalent LC Amount/LC Status 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 4-2 Import LC Amendments - Filter


    Description of Figure 4-2 follows
    Description of "Figure 4-2 Import LC Amendments - Filter"

    For more information refer to the field description table below:

    Table 4-1 Import LC Amendments - Filter - Field Description

    Field Name Description
    Beneficiary Name Specify the beneficiary’s party name.
    Customer Reference Number Specify the customer reference number to search import LC contract.
    LC Status Select the status of the LC.

    The options are:

    • All
    • Active
    • Closed
    Currency Select the currency to filter the record based on currency.
    LC Amount From- Amount To Specify the amount range for searching the Letter of Credit.
    Issue Date From- To Specify the date of the issue date range used for searching the LC.
    Expiry Date From- To Specify the expiry date range used for searching the LC.
  2. Click Apply.
    The searched results are displayed based on the parameters provided.

    Figure 4-3 Import LC Amendment - Search Result


    Description of Figure 4-3 follows
    Description of "Figure 4-3 Import LC Amendment - Search Result"

    For more information refer to the field description table below:

    Table 4-2 Field Description

    Field Name Description
    Related Party Specify the Related Party name to filter the LC by Party Name.
    Filter Specify the LC Number/ Applicant Name/ Beneficiary Name of LC for whom amendments to be made.
    Filter Results This section displays the filter results.
    LC Number Displays the LC reference number generated while creating LC.
    Applicant Name Displays the LC applicant name based on the selected party ID.
    Beneficiary Name Displays the name of the beneficiary of the LC.
    Customer Reference Number Displays the user provided customer reference number for the transaction.
    LC Amount Displays the amount for the Letter of Credit along with the currency under which the LC issued.
    Equivalent LC Amount Displays the equivalent amount for the Letter of Credit along with the currency under which the LC issued.
    Issue Date Displays the issue date of the Letter of Credit.
    Date of Expiry Displays the expiry date of the LC.
    LC Status Displays the status of the LC.

    The status can be:

    • All
    • Active
    • Closed
  3. Perform one of the following actions:
    • Click on the desired LC Number link to view the LC details. The Initiate Import LC Amendments 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.

    Note:

    1. When the user clicks LC Number link, a warning message 'You are going to amend a Back to Back LC”, if the LC is a back to back LC.
    2. If there is a Relationship pricing maintained for the customer, the same would be reflected in the charges instead of the standard pricing.

Parent topic: Import LC Amendment