Creating a New Record


Fields

Field Mandatory Type Description
Account Name Yes Text Box Value locked. Using value set in selected Bank Account.
Account Number Yes Text Box Value locked. Using value set in selected Bank Account.
Sort Code Yes Text Box Value locked. Using value set in selected Bank Account.
Create Mandate: (If left blank the auddis reference will be automatically generated ) No Text Box If populated, will make up the AUDDIS reference of the Mandate.
DD Status Yes Dropdown Options for the status of the Mandate. Default for creating a record is “new instruction”.
SUN Yes Dropdown Available SUNs to connect the Mandate to.
Originator Account Yes Dropdown Available Originator Accounts, for the selected SUN, to connect the Mandate to.
Account Validation No Checkbox Select if the Bank Account Needs validating before the Mandate can be used. Will create the Mandate in an “await validation” status

Click to view Account Validation Flow


Actions

Available actions, subject to permissions, are:

Action Description
“SAVE” Button Saves the new record and displays the Detail View.
“CANCEL” Button Cancels the record creation and returns to the List View.