4.4.1 Orders Status - Search

This topic describes the information about Orders Status - Search screen. Using this option, a retail user can search and view details of the mutual fund orders.

Default search is available with Investment account and From Date and To Date, whereas user can be searched by provided other details also.

Figure 4-15 Orders Status – Search Criteria


Description of Figure 4-15 follows
Description of "Figure 4-15 Orders Status – Search Criteria"

Note:

The fields which are marked as Required are mandatory.

For more information on fields, refer to the field description table.

Table 4-15 Orders Status – Search Criteria - Field Description

Field Name Description
Search Information specified in below fields are related to search.
Investment Account The investment account for which order status search is to be done.
Fund House Allows the user to search based on fund house.
Scheme Name Allows the user to search based on orders placed in a specific scheme.
Order Type Allows the user to search based on specific order type.
Reference Number Allows the user to search based on reference number of the order.
From Date - To Date Allows the user to search based on specific start date and end date. Orders placed between the start and end date matching the other filter criteria will be fetched.

To search the mutual funds order:

  1. Navigate to one of the above paths.
    The Order Status screen appears.
  2. From the Investment Account list, select the account number for order status search.
  3. From the Fund House list, select the fund house for order status search.
  4. From the Scheme Name list, select the scheme name for order status search.
  5. From the From Date and To Date list, select the appropriate dates for order status search.
  6. In the Reference Number field, enter a transaction reference number if you wish to view a specific transaction record.
  7. Click Apply to view orders status based on the defined criteria.
    • The search results appear on the Order Status screen based on the search parameters.
    • Click Reset to clear the details entered.

    Figure 4-16 Order Status – Search Result


    Description of Figure 4-16 follows
    Description of "Figure 4-16 Order Status – Search Result"

    Note:

    The fields which are marked as Required are mandatory.

    For more information on fields, refer to the field description table.

    Table 4-16 Order Status – Search Result - Field Description

    Field Name Description
    Report Details Information specified in below fields are related to report details.
    Date Date of the order record.
    Scheme Name Name of the scheme in which order has been placed.

    In case of switch order both Source & Destination schemes to be displayed.
    Order Type Order type of the order record.
    Order Amount Amount for which the order is placed.
    Order Status Amount for which the order is placed.
    Icons The available icons against the scheme name are displayed.

    The icons can be:

    • Delete-To delete the order status
  8. Click on the filter icon to change filter criteria. Based on the defined criteria you can view the orders status.
    • Click Download link to download the orders status report in password protected pdf format.

Parent topic: Order Status