Initiate Transaction from Template

Introduction

This screen allows the user to select a particular template and initiate transaction. Based on the transaction type defined in the template users can perform the transaction. User will also have an option to search for the specific template by giving various criteria.

All the templates will get listed in the screen; however a corporate user has to select the template to which they have access to. Access with respect to:

  • The transaction type of the template

  • The counterparty in the template

  • The account of the template.

Navigation

  • Click  Initiate from Template under Transactions Management.

  • The Initiate Transaction from Template screen is displayed.

What you can do

The table below provides a brief description of the data that should be entered on the screen and the functions you can perform:

Field

Description

Search Criteria

Transaction Type

From the drop-down list, select the transaction type.

Template Name

Enter the template name to search for the exact template.

Template ID From-To

Enter the range of template IDs to search for the exact template.

Template List

Select

Click the option button to select the appropriate template for transaction.

Template ID

Displays the template ID of the selected template.

Note:

Click the hyperlink, to view the details of the template along with the transaction.

Template Name

Displays the name of the template.

Transaction Type

Displays the transaction type of the selected template.

Number of Transactions

Displays the number of transaction carried out using the selected template.

 

Click

To

Search

Search for the templates based on the criteria.

Clear

Clear the data specified.

Select

View the Transaction screen.

<

Go to the previous list screen.

>

Go to the next list screen.

Go to Page

Provide the list page number and click Go to fetch the corresponding list screen.

Download Details As

Down load the list of all transactions into a file in the following file formats:

  • HTML

  • XML

  • CSV

  • XLS

  • PDF

  • RTF

  • TXT