1.2.1 Search Customer Standard Instruction

This topic provides systematic instructions to search the Customer Standard Instruction already created. The search can be done by entering the search criteria such as Customer Number, Module, Product Type, Product Code, Authorization status, Record Status (Drop down values – Open and Close).

To search the Customer Standard Instruction, follow below steps,
  1. Navigate to the View Customer Standard Instruction screen.
  2. Click the searh icon
    The View Customer Standard Instruction screen appears with the records matching the search criteria.Description of searchcustomerstandardinstructions.png follows
    Description of the illustration searchcustomerstandardinstructions.png
  3. On View Customer Standard Instruction screen, specify the fields.

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

    Table 1-2 View Customer Standard Instruction - Field Description

    Field Description
    Customer Number Specify the customers number.
    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 Select the product type.
    Product Code Specify the product code as a search criteria.
    Authorization Status Displays the authorization status of the record. Status (Mandatory for search – Authorized and Un authorized would be the drop-down values).
    Record Status Displays the status of the record. Values are Open and Closed.
  4. Click the ‘List’ or ‘Table’ icon on the top right corner of the screen to view the Customer Standard Instruction screen items in the list or tabular form.
    The View Customer Standard Instruction screen displays the record in tabular or list form as per selection.

    Figure 1-3 Customer Standard Instruction - List View

    Description of Figure 1-3 follows
    Description of "Figure 1-3 Customer Standard Instruction - List View"

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

    Table 1-3 Customer Standard Instruction - List View – Field Description

    Field Description
    Customer Name System displays the name of the customer.
    Customer Number System displays the customer number.
    Module Select displays the module.
    Product Type System displays the product type.
    Product Code System displays the product code.
    Version System displays the Version number.
    Maker System displays the maker ID.