A dropdown list displays alphabetically the list of Credit Managers names. A name is to be selected and added to the parameter. This list will be kept up to date with the current organization.
The user can select one Credit Manager and may opt to include “ALL” Credit Managers. The selection of “ALL” indicates the Credit Manager with Counterparties that have booked deals (status=A) that generate a violation group.
The user may partially enter the CM’s name, based on the CM’s name in the Customer Page on ACR, resulting in the dropdown list positioning itself to the first matching entry. Example alj = Al Jack, kens = Ken Smith etc
A box that allows the User to type in the customer code or a partial code based on the Customer Type selected in Customer Type drop down menu. The customer code list will be kept up to date with the current customer list in Adaptiv. For example, newly added customers will be displayed in the dropdown list; customers that have become inactive will not be listed.
When “ALL” is selected the User is expecting data from the previous day only. A date range will not be used when “ALL” is selected. When ”ALL” is not selected the User is expecting data for the date selected and the date range selected.
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