Viewing and editing order details

 
Explanation

This section describes how you can view and edit order details. This includes:

Viewing and printing the accompanying note

Viewing and printing single orders which make up the previously selected order

Viewing signatures already submitted

Changing the check status of the order

The Bank access column is only displayed if you are authorised to work with multiple bank accesses.
Procedure

1.

Select File manager ➔ Signature folder.

The signature folder is displayed in updated form.

2.

Double-click to open the order for which you want to view the details.

3.

The mask shows you the order data, the accompanying note and the signatures already submitted.

4.

To export the order data to a file, select one of the following buttons in the top area of the mask:

: You export the order data to a PDF.

: You export the order data to a CSV file.

5.

To view single orders of the order, select the Single orders tab.
 

If you are not able to view single orders of an order file, it can be due to the following causes:

The bank server has not provided any single orders.

The order file is formally incorrect.

The tab Single orders is not selectable in this case.

If the order file contains single transactions, for example salary payments, which you are not able to view, only those single transactions for which you have the authorisation are displayed. This setting can be configured by the operator of the application.

6.

To export single orders of an order to a file, click on one of the following buttons in the tab Single orders:

: You export the single orders of the order to a PDF.

: You export the single orders of an order to a CSV file.

7.

To change the status of the order, click on one of the following buttons:

Button

Action

OK

You set the check status of the order to Checked: OK.

OK + next

You set the check status of the order to Checked: OK and page to the detailed view of the next order in the signature folder.

The button is only active and selectable if there is another data record to follow in the signature folder.

Incorrect

You set the check status of the order to Checked: with errors.

Incorrect + next

You set the check status of the order to Checked: with errors and page to the detailed view of the next order in the signature folder.

The button is only active and selectable if there is another data record to follow in the signature folder.
Field description for the detailed mask

The following table describes only the fields requiring a particular explanation.

Column

Meaning

Upper mask area with order data

Bank access

Name of the bank access

The column is only displayed if you are authorised to work with multiple bank accesses.

Business transaction

Assignment of an order type and/or a BTF to a business transaction

If two dashes (--) are displayed, there is no assignment to a business transaction at your bank access for the order type or the BTF.

Signatures

Number of the already provided (1. value) and the required (2. value) signatures

If a signature has already been submitted by you, the values are displayed in lighter colour and italics.

Tab Details

Area Submitted signatures

Following data:

Time at which the signature was submitted

Name of the user who already signed this order

ID of the company to which the user is assigned

ID of the user who already signed this order

Signature class of the signature submitted

E

The signature of the user is classified as a fully adequate signature, meaning that he may sign on his own.

A

The user may not sign on his own, but he may submit a signature in combination with a signature from a user of the signature class E, A or B.

B

The user may not sign on his own, but he may submit a signature in combination with a signature from a user of the signature class E or A.

T

The user may submit orders via EBICS, i.e. orders that are singed with a transport signature. This signature, however, is not classified as an order signature since no bank-technical signature was submitted yet.