Help on Ref. ID / Bank Guarantee

This page allows you to retrieve the reference Identification number / bank guarantee number for viewing / modification/ deletion/ reversal or for authorization.

Select the “Ref. ID No / BG No.” help under the “Maintain / View Bank Guarantee” activity under the “Bank Guarantee” business component.

The “Help on Ref. ID / Bank Guarantee” page appears.

Enter the following fields in the “Search Criteria” group box:

Ref. ID From	The starting number in the range of numbers identifying the reference identification numbers that you want to retrieve. You can enter the number in full or specify it partially using the “*” character. The system retrieves all the transactions that are similar to the value entered here.
To	The ending number in the range of numbers identifying the reference identification number that you want to retrieve You can enter the number in full or specify it partially using the “*” character. The system retrieves all the transactions that are similar to the value entered here.
Status	Use the drop-down list box to select the status of the reference identification number. The status could be Fresh / Active / Deleted / Closed / Short Closed / Released / Under Amendment.
Ref, ID Date From	The starting date in the range of dates identifying the reference identification date that you want to retrieve.
To	The ending date in the range of dates identifying the reference identification date that you want to retrieve.
Classification	Use the drop-down list box to select the classification, for which you want to create bank guarantee. All the BG Classification Types that have been defined in the “Create Quick Code” activity of the “Quick Code Definition” business component and are in the “Active” status will be available for selection in the ascending order.
BG No. From	The starting number in the range of numbers identifying the bank guarantee number that you want to retrieve. You can enter the number in full or specify it partially using the “*” character. The system retrieves all the transactions that are similar to the value entered here.
To	The ending number in the range of numbers identifying the bank guarantee that you want to retrieve You can enter the number in full or specify it partially using the “*” character. The system retrieves all the transactions that are similar to the value entered here.
Beneficiary Type	Use the drop-down list box to select the beneficiary type. The combo is loaded with “Customer” and “Supplier" options.
Project Code From	The starting code in the range of codes identifying the project code that you want to retrieve (Alphanumeric, 16). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the BGs that are similar to the value entered here.
	Help facility available.
To	The ending code in the range of codes identifying the project code that you want to retrieve (Alphanumeric, 16). You can enter the number in full or specify it partially using the “*” character. The system retrieves the entire BGs that are similar to the value entered here.
	Help facility available.
Responsibility	The code identifying the employee who is responsible for the bank guarantee (Alphanumeric, 20).
	Help facility available.
Bank Code From	The starting code in the range of codes identifying the bank code that you want to retrieve (Alphanumeric, 16). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the BGs that are similar to the value entered here.
	Help facility available.
To	The ending code in the range of codes identifying the bank code that you want to retrieve (Alphanumeric, 16). You can enter the number in full or specify it partially using the “*” character. The system retrieves the entire BGs that are similar to the value entered here.
	Help facility available.
Currency	Use the drop-down list box to select the currency of the bank guarantee. All the permitted currencies of the combo is loaded and defaulted with the base currency of the login company.
Beneficiary Code From	The starting code in the range of codes identifying the beneficiary code that you want to retrieve. You can enter the number in full or specify it partially using the “*” character. The system retrieves all the BGs that are similar to the value entered here.
	Help facility available.
To	The ending code in the range of codes identifying the beneficiary code that you want to retrieve You can enter the number in full or specify it partially using the “*” character. The system retrieves the entire BGs that are similar to the value entered here.
	Help facility available.
Applicant Code From	The starting code in the range of codes identifying the beneficiary code that you want to retrieve. You can enter the number in full or specify it partially using the “*” character. The system retrieves all the BGs that are similar to the value entered here.
	Help facility available.
To	The ending code in the range of codes identifying the beneficiary code that you want to retrieve You can enter the number in full or specify it partially using the “*” character. The system retrieves the entire BGs that are similar to the value entered here.
	Help facility available.

Note: Applicant Code from and to is displayed only when the beneficiary type is selected as supplier.

Click the “Get Details” pushbutton to retrieve the search results.

The system retrieves and displays the following in the “Search Results” multiline based on the search criteria entered:

The system displays the following fields:

Ref. ID	The unique number identifying the reference identification number.
Ref. ID Date	The date on which the reference id has been created.
BG No.	The unique number identifying the bank guarantee number.
BG Issue Date	The date on which the bank guarantee has been issued.
BG Expiry Date	The expiry date of the bank guarantee.
Request No.	The unique number identifying the bank guarantee request.
BG Currency	The currency of the bank guarantee.
BG Amount	The amount for which the bank guarantee was raised.
Beneficiary Code	The code identifying the beneficiary (customer).
Beneficiary Name	The name of the beneficiary.

Note: Applicant code and name is displayed only when the “Beneficiary Type” is selected as “Supplier”.

Applicant Code	The code identifying the applicant (supplier).
Applicant Name	The name of the applicant.
Bank Code	The bank code in which the bank guarantee has been created.
Classification	Indicates the classification of bank guarantee.
Project Code	The project code to which the bank guarantee is to be associated.
Cost Center	The cost center to which the bank guarantee is to be associated.
Responsibility	The employee responsible for maintaining the bank guarantee details.
Request OU	The organization unit in which the request has been created.
Status	The status of the reference id / bank guarantee.