This topic provides the systematic instructions to create strategy configuration.

1. On Home screen, click Trade Finance. Under Trade Finance, click Maintenance.
2. Under Maintenance, click Customer Standard Instructions.
3. Under Customer Standard Instructions, click Create Customer Standard Instruction.
   The Create Customer Standard Instruction screen appears.

   Figure 1-1 Create Customer Standard Instructions

   
   Description of "Figure 1-1 Create Customer Standard Instructions "
4. On Create Customer Standard Instruction screen, specify the fields.

   Note:

   The fields which are marked as Required are mandatory.

   Field	Description
   Customer Number	Click Search to search and select the customers from the list of open customers.
   Customer Name	System displays the Customer Name on selecting the Customer ID.
   Module	Select the module type from the drop-down list. The available options are: Letters of Credit and Guarantees (LC – OBTF Mapping) Drawings Documentary Collections (BC – OBTF Mapping) ALL (AL - OBTF Mapping)
   Product Type	Click Search to search and select the product type.
   All Product	Move the slider as Yes or No.
   Product Code	Click to search and select the product code from look up. The search criteria are: Open and Authorized Product code Based on the Module code, Under LC flag and Product Type Select the product code based on the above criteria
   Product Description	System defaults the Product Type Description on selecting the Product Type. For value “ALL” description should default as ALL. Below fields appear on tab out after entering the above information.
   Instruction ID	System automatically generates the Instruction Serial No on adding a new record.
   Instruction	Specify the Standard Instructions.
   Instruction Date	System defaults the current branch date.
   Instruction Expiry Date	Specify the Instruction Expiry Date.
   Actions	Click the Edit / Delete icon to edit or delee the new record before save and to view the existing Standard Instructions.

5. Click Save to save the details.
   The customer standard instruction is successfully created and can be viewed using the View Customer Standard Instruction screen.