Top menu buttons

There are various functions at the top of a transaction which may be available to users depending on their permissions:

Send External Message - send copy of the transaction to internal or external parties by email

Send eXchange Message related to the transaction to any bank e.g., accept reduction in value of transaction, accept discrepancies, presentation of Invoice/LOI etc.

Create Export Document Presentation – create and manage document presentation

Update – for users with permission to amend details of the Export Transaction

Re-Allocate to SWIFT Inbox – for those transactions which arrived via SWIFT message

Show Transaction Log – shows which user has changed the transaction status

WS Integration Log – used by organisations who have Web Service updates enabled

Upload Amendment - if received manually

Create Amendment pre-advice – to prepare a pre advice of an amendment you are expecting

Create Utilisation - for part shipment

Print – to obtain a printable PDF copy of the Export LC page

Side menu items

There are also functions at the left-hand side of a transaction which may be available to a user:

• Sub Messages – e.g., MT711
• Presentations – links to document presentations
• Amendments – all kept together with transaction
• Utilisations – record of all utilisations under transaction
• Latest Version – view latest version of transaction incorporating sub messages and
• amendments
• Comments – if any comments have been added to the transaction by users
• eXchange Messages – log of all eXchange messages sent or received re the transaction

• External Messages - log of external emails sent

  

• Amendment Pre-Advice – where this exists
• Linked Pre-Advice - details of pre-advice linked to the Export Transaction
• Link/De-Link Export Transactions – where other transactions are related to this one
• View Repository - upload docs to transactions e.g., Sales contracts (not visible to bank)
• Update Client Transaction Information – organisation specific fields for reporting
• Update Confirmation Status - if required
• Update LC Information – used to amend details of an LC sent through by Swift if recorded incorrectly
• LC Change Log – if changes have been made
• Additional Data – add or change data such as Vessel Name, Shipment Period Start/End Dates
• Current Transaction Information – most up to date view of LC values and expiry date
• Link/Delink Import LC - Export LC to Import LC
• Create Loan – if required
• LC Transaction Fees – view, add and amend fees
• Export Docs Required – shows documents required section and lists out documents for user to select those required to produce a list to assist with presentations
• Goods Description – shows goods description section so a list can be produced to assist with presentations