Instrument Details
To view the details of an instrument, you can do one of the following:
- Select a transaction from the Pending Approval screen
- Select an instrument from the Current Instruments screen
- Select an instrument from the Past Instrument screen
The Instrument Details screen consists of three main sections:
- Instrument Summary - Displays key instrument information that applies to all transactions associated with the instrument. The information displayed varies depending on the instrument type
- Transaction List - Lists the transactions associated with the instrument. For each transaction listed, the following information is displayed:
- Transaction Type
- Transaction Status
- Transaction Date
- Transaction Currency
- Transaction Amount
- Transaction Details - Displays the details of the selected transaction from the Transaction List. The information displayed varies depending on the transaction type.
Instrument Details Control Bar
NAME | DESCRIPTION |
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Refresh | Refresh the records on screen. |
Close | Close the Instrument Details screen and return to the previous screen. |
Transaction List Control Bar
NAME | DESCRIPTION |
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View | View all transactions for an instrument or filter the transactions listed using the transaction dates entered.
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Instrument Details Control Bar
The control bar items displayed are determined by the status of the transaction and your user permissions.
NAME | DESCRIPTION |
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Audit History |
View the Instrument Audit History pop-up window. ![]()
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Approve | Approve the selected transaction.
The button will only be enabled if the transaction is in a Ready to Authorise or Partially Authorised status and you have approve entitlements.
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Repair | Send the selected transaction for Repair.
The button will only be enabled if the transaction is in a Ready to Authorise, Partially Authorised, Ready to Check or Authorise Failed status and you have repair entitlements.
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Open with Transactive Trade | Open the selected transaction in ANZ Transactive - Trade in a new tab without the need for you to login again. |
Beneficiary Payment Details | View additional beneficiary information for a Trade Loan instrument. Click on a row in the Payment Instructions grid to view the Beneficiary Payment Details pop-up window.
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