Global modify is a function within Netting that allows the same change to be applied to a group of transactions that meet criteria that you specify. A "global modify" modifies all transactions listed on the Input/Modify Tab. Note: This function applies only to Invoice Transactions (01).
To access Netting, click Netting on the CitiDirect navigation bar. The Netting Summary Form appears.
Click the Input/Modify Tab. All Netting transactions are listed.
Click Other Options, and then click Search to filter the list to include only transaction records to be modified. Note: You may filter records by one or more of the following: Counterparty ID, Currency, Invoice Ref, Invoice Date, Deleted, Type, Amount, Pay/Rec, Maturity Date, and Netting Period. Once the search is complete, the summary list only includes those transactions that match the specified criteria.
Click Other Options, and then click Global Change.
A Confirm Global Change message box appears. Click Yes to confirm the global change. A Details Dialog box appears.
Make modifications to any of the following fields: Participant ID/Name, Counterparty ID/Name, Currency, Maturity Date, Invoice Date, Invoice Reference, Purchase Order Reference, Comments, or Billing/Account Period.
Click OK. A Confirm Global Change dialog box appears indicating that all transactions in the list will be changed.
Click Yes to confirm. All transactions listed on the summary form are modified.
Notes:
Modified transactions are treated as new and subject to all flow control requirements.
To print a summary list of the Netting transactions, click Other Options and then click Print.