Display a business contract / Contract overview (SEL Panel)


When a user conducts a search for a contract in the contract selection panel, the overview of the business associated with the reference is displayed in the work area of the main monitor.

All the transactions permitted for the selected business are shown in the menu on the left. A transaction can be launched by clicking on the relevant menu entry.

The contract overview in the work area consists of several elements. These are filled with the currently valid dates and status information in accordance with the underlying business, in effect providing a file summary.

The most important information about the selected contract, i.e., references, amounts, parties and the most important date fields or periods, is shown in the left-hand side of the work area.

Shown above the work area, to the left, are the icons , and .

  • Clicking the icon will reload the currently displayed contract.
  • Clicking the icon will display all the diary events for the selected contract and, if required, also for all the linked contracts. These can then be amended or deleted, or a new diary event can be added.
  • Clicking the icon will display the info text for the selected contract. Existing info text can be edited if required.

The right-hand side of the work area is divided into four information elements:

  • To Do List for selected Contract
  • Connected Contracts
  • Contract Overview
  • Transaction History for selected Contract

ToDo list for the selected contract

The ToDo list shows all open queue entries ( see Selecting pending Queue Entries ) for the selected contract. This includes items such as transactions awaiting release, paused or registered transactions, and diary events queued for processing.

Positioned near the top right edge of the ToDo list is the or ('paperclip' without/with attachment symbolism) icon. It represents a facility for attaching and managing files to the currently selected contract. Drag and drop any type of file onto this icon in order to attach it. This performance will open a pop-up giving the user various options in the context of adding a memo text, etc.

In addition to entering text and setting a number of parameters relating to the file, it is also possible the delete the file () or edit its description (). The deletion will obviously only affect the copy created as an attachment, not the original file. Clicking the little 'magnifier' icon in the box near the pop-up dialog will open the file itself for your scrutiny. Note that this will only work if the host machine knows how the deal with the file format.

Processing can be started directly by double-clicking on an element, or by clicking on the icons above an element. Only the icons that are permitted for the selected type are shown as active (black). Inactive icons are shown in gray.

allows the selected diary event to be edited

deletes the selected entry and moves it to the Recycle Bin

links an entry to the contract

assigns an entry to a different transaction (e.g., if a change message received is to be processed using the transaction Request Amendment instead of using Amendment).

assigns an entry to different user for processing

displays the info text for the entry

displays the message received

reads the selected entry and initiates further processing by launching the transaction shown in the selected row

deletes a transaction awaiting release

sets the transaction awaiting approval to Correction

signs the entry awaiting release

displays the details for the selected record.

Associated contracts

This element displays the contract network for the selected contract in the form of a tree view.

For example, if the selected contract is an import letter of credit with various document tenders and financed document sets, then all linked contracts and their references will be displayed.

Double-clicking on the respective contracts allows the user to switch directly to the display for the (sub)contract, making it easy to navigate between the linked contracts.

Contract Overview

The contract overview displays all the important information about a contract. Depending on the business sector, there may be additional information specific to the business sector.

  • 'Number of pending amendments'
    Counts the number of pending transactions (SPTs) waiting to be processed by either the “Amend” (xxTAME) or “Request for Amendment” (xxTRAM) transaction. Such an SPT may occur, for example, when a user starts to capture an amendment, but interrupts the process.
    If the user enters a detrimental amendment (xxTRAM) or a guarantee approval for an amendment (xxTAMR), saving the transaction creates an auto-registration for the subsequent Amend (xxTAME) transaction. This SPT is positioned below the registered transactions in the To Do List and is awaiting final processing of the amendment. As long as processing has not been completed, the SPT will count as a pending request for amendment.
  • 'Number of amendments'
    Counts the actually effected, valid amendments under the contract.
  • 'Number of notified document sets'
    Counts the number of notified, but not yet received document sets in an L/C.
  • 'Number of utilizations received/Document sets received'
    Total number of utilizations received under the contract (e.g for guarantees or reimbursements) and/or the total of document set received under the contract (e.g. for L/Cs).
  • 'Number of pending utilizations'
    Counts the number of utilizations received, but not yet settled, under a reimbursement or a guarantee.
  • 'Number of rollovers'
    Counts the number of rollovers and compares this to the maximum number of rollovers permitted under the L/C.
  • 'Amount assigned'
    The amount assigned and not yet paid.
  • 'closed on'
    Displays when the contract was closed.
  • 'Number of pending loans'
    Counts the number of loans and advances created for the selected main contract.

History of the selected contract

This element displays all the historical transactions, i.e., transactions already saved, for the selected contract in the form of a list. The checkbox “Only active transactions” can be used to shorten the list by excluding deleted or corrected transactions. Double-clicking an item in the list will display a pop-up panel showing the most important information for the transaction, such as signatures, messages and display files. The complete history of the contract can be accessed via the information system and can be called up using the [i] button shown next to the reference number.

en/app/020cor/050mod/0010selpan.txt · Last modified: 2022/07/25 06:58 by mm