31.1 View Shipping Guarantee - Search

This topic provides the systematic instructions to search an view the details of existing Shipping Guarantee.

User can search the list existing Shipping Guarantee 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 Shipping Guarantee:

  1. Perform any one of the following actions:
    • From the Related Party list, select the appropriate option.
    • Specify the LC Number/Parent LC Number/Second Beneficiary Name/Beneficiary Name/LC Amount/Equivalent LC/Outstanding Amount/ Equivalent Outstanding 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 31-2 View Shipping Guarantee - Filter
    Description of view-shipping-guarantee-filters.png follows
    Description of the illustration view-shipping-guarantee-filters.png

    For more information refer to the field description table below:

    Table 31-1 View Shipping Guarantee - Filter - Field Description

    Field Name Description
    Beneficiary Name Specify the name of the beneficiary of the shipping guarantee.
    Shipping Guarantee Status

    Select the status of the shipping guarantee.

    The options are:

    • All
    • Active
    • Hold
    • Cancelled
    • Closed
    • Reversed
    Currency Select the currency of the shipping guarantee to filter the record based on currency.
    Amount From - Amount To Specify the amount range for searching the shipping guarantee.
    Expiry Date From - Expiry Date To Specify the expiry date range used for searching the shipping guarantee.
    LC Linkage Select whether the LC is linked to guarantee or not.

    The options are:

    • Yes
    • No
    LC Number Displays the LC number if the shipping guarantee is attached to it and LC is linked to guarantee.

    This field is displayed if LC Linkage is Yes.

    Customer Reference Number Displays the Customer Reference Number of the shipping guarantee.

    This field is displayed if LC Linkage is Yes.

  2. Click Apply.
    The searched results are displayed based on the parameters provided.

    Figure 31-3 View Shipping Guarantee - Search Result



    For more information refer to the field description table below:

    Table 31-2 View Shipping Guarantee - Filter Result Field Description

    Field Name Description
    Related Party Specify the Related Party name to filter the LC by Party Name.
    Filter Specify the Shipping Guarantee Number, Applicant Name, Beneficiary Name, Second Beneficiary Name, Linked LC Number, Amount, Equivalent Amount, Status to view the Shipping Guarantee.
    Filter Results This section displays the filter results.
    Shipping Guarantee Number Displays the Shipping Guarantee Reference number.

    Displays the link to view the details of the Shipping Guarantee.

    Applicant Name Displays the name of the applicant of the shipping guarantee.
    Beneficiary Name Displays the name of the Beneficiary of the shipping guarantee.
    Linked LC Number Displays the LC number if the shipping guarantee is attached to it and LC is linked to guarantee.
    Amount Displays the amount of the shipping guarantee.
    Equivalent Amount Displays the equivalent amount of shipping guarantee.
    Status Displays the status of the shipping guarantee.
    Date of Expiry Displays the expiry date of the shipping guarantee.
    Total Equivalent Outstanding Amount Displays the total outstanding equivalent amount in local currency.
  3. Perform one of the following actions:
    • Click on the desired Shipping Guarantee Reference Number link to view the Shipping Guarantee details. The View Shipping Guarantee 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:

    If there is a Relationship pricing maintained for the customer, the same would be reflected in the charges instead of the standard pricing.