4.5.2 Viewing the Summary of a Contract
To go to the Summary View you can highlight the module name in the Application Browser, all the functions associated with that module will be displayed in an adjoining box. Similarly highlight a function, the options (Detailed or Summary) available for the particular function will be displayed in an adjacent box. Click on Summary, the ‘Summary View’ screen is displayed.
- Branch
- Reference Number
- Counterparty
- Contract Amount
- Currency
- Value Date
- Maturity Date
- Product
- User Reference Number
- Related Reference Number
- Status
- Payment Method
- Rate Code
- Rate Spread
- Interest Amount
Note:
If recommended fields search is enabled for a summary screen, then it is mandatory to specify the minimum required search parameters to search the summary records.Refer to Open Development Tools user guides for details.
When you load this function, all the contracts will be displayed. The unauthorized contracts, the liquidated ones and those on Hold will be displayed.
The contracts will be sorted on their product codes (alphabetical order of the product code). You can choose to sort them on any of the fields displayed.
- Double click on the contract
- Choose Contract Detailed View when the contract is highlighted
Note:
- The system displays only 5 pages of records, when you click search. The system displays the page numbers as <Current Page of ..>. However; if the total number of pages is less than 5, then the system displays page count as <Current Page of Exact Number of Pages>.
- Before searching, you may also set the number of records to show per page, and the number of columns to lock/freeze.
- The system enables the last button and displays the total count only when you navigate to the Last page.
- Saving Queries
You can save query criteria and advanced search query criteria in the summary screen based on the user and function id combination.
Parent topic: Retrieving Information