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Contract Search Enhancements
Search and filter functions for Purchase and Sale contract screens has been enhanced to allow users to find and select information more efficiently. Search changes include:
| • | A search button has been added to the left of the search bar. However, a user can still press Enter instead to begin a search. |
| • | Contract list filters for trade date and delivery period have been removed from the table headers. These have been replaced by From and Until date range fields on the top right of the table. Users can enter a date range and indicate whether it applies to trade date or delivery period. |
| • | Trade or delivery dates entered are now “sticky” and will remain until cleared or changed when selecting a contract and using the Agiblocks Back button to return to the search list. |
New Search Bar Filters
All previous search filters are still available and users can still manually enter date filters directly in the search bar. Three filters have been added which are date synonyms:
New filters allow users to specify the type of pricing used in a contract. These are:
| • | priced +/- : contracts entered as priced/or not |
| • | priced-any +/-: contracts with any lines entered as priced/or not |
| • | to-be-fixed +/-: contracts entered as to-be-fixed/or not |
| • | to-be-fixed-any +/-: contracts with any lines entered as to-be-fixed/or not |
| • | premium = filters out contracts that are to-be-fixed and have a certain Premium/Discount value |
| • | ratio = filters out contracts that are to-be-fixed and have a certain Ratio value |
Other filters added are for how much still needs to be priced for the contract:
| • | to-be-fixed-lots : filter on the total number of lots still to be fixed for the contract (excludes ratio contracts) Note: 0 can be used to find all contracts that still have lots to be fixed. |
| • | to-be-fixed-lots-any : filter on the number of lots still to be fixed for 1 of the lines of the contract (excludes ratio contracts) |
| • | to-be-fixed-quantity: filter on the total quantity still to be fixed for the contract (includes also ratio contracts) Note: 0 can be used to find all contracts that still have lots to be fixed but includes ratio contracts, because in ratio contracts quanties are fixed rather than lots). |
| • | to-be-fixed-quantity-any: filter on the quantity still to be fixed for 1 of the lines of the contract (includes also ratio contracts) |
Still more filters can be used to find contracts based on the general pricing status:
| • | price-fixed +/- finds to-be-fixed contracts that are completely price-fixed |
| • | price-fixed-any +/- contracts that have lines that are completely fixed |
| • | fixed +/- contracts that are either priced or completely fixed |
| • | fixed-any +/- contracts that have lines that are either priced or completely fixed |
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