1.1.1 Customer 360 Degree Summary

This topic provides the information to the user to view the Trade 360 Degree Summary screen.

The Summary Tab displays the Outstanding Balances of trade transactions in various heads like Documentary Credit (Import & Export), Documentary Collection (Import & Export), and Guarantees and Stand-By-LCs. The user can click each head to view the details

  1. On Customer 360 Degree screen, click the Filter icon.
    The Customer 360 Degree screen will display the details. The user can click each tab to view the details.

    On Trade 360 Degree Summary following fields are displayed.

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

    Table 1-2 Customer 360 Degree - Field Description

    Field Description
    Customer Id Click Search icon to search and select the Customer ID.
    Customer Name Customer Name will be populated based on the selected Customer Id from the LOV.
    Branch Branch Name will be populated based on the selected Customer Id from the LOV.
    Documentary Credit This section displays the Documentary Credit details.
    Import This section displays the Import details.
    Description This field displays the description of the import LC.
    Count This fields displays the count of LC.
    OS Amount in Local Currency This field displays the Amount in local currency.
    Export This section displays the Export details.
    Description This field displays the description of the export LC.
    Count This fields displays the count of export LC.
    OS Amount in Local Currency This field displays the Amount in local currency.
    Documentary Collection This section displays the Documentary Collection details.
    Import This section displays the Import details.
    Description This field displays the description of the import collection.
    Count This fields displays the count of import collection.
    OS Amount in Local Currency This field displays the Amount in local currency.
    Export This section displays the Export details.
    Description This field displays the description of the export collection.
    Count This fields displays the count of export collection.
    OS Amount in Local Currency This field displays the Amount in local currency.
    Guarantees and Stand by LCs This section displays the Guarantees and Stand by LCs details.
    Issued This section displays the details of guarantee issued.
    Description This field displays the description of the guarantee and standby LCs.
    Count This fields displays the count of guarantee and standby LCs.
    OS Amount in Local Currency This field displays the Amount in local currency.
    Advised This section displays the details of guarantee advised.
    Description This field displays the description of the guarantee advise.
    Count This fields displays the count of guarantee advise.
    Trade Loan This section displays the Trade Loan details.
    Import This section displays the Import details of the Trade Loan.
    Description This field displays the description of the Trade Loan.
    Count This fields displays the count of Trade Loan.
    OS Amount in Local Currency This field displays the Amount in local currency.
    Export This section displays the Export details of the Trade Loan.
    Description This field displays the description of the export Trade Loan.
    Count This fields displays the count of export Trade Loan.
    OS Amount in Local Currency This field displays the Amount in local currency.