Detail View
The detail view is made up of the record's Details Tab, Input Reports, Submission Audit and Submission Lines.
Details Tab
The status of the Submission varies depending on the Method used to sent the file to Bacs.
For a Bureau submission, or a Direct submission, using unattended HSM (Hardware Security Module) the process would be:
“Pending Submission” and then either “Submitted” or “Submitted With Errors”.
For a submission using a Bacs Smart Card the process would be:
“Awaiting Signature”, then “Signed”, “Sending” and then either “Submitted”, “Submitted With Errors” or “Error”.
Click to Expand the Full signing and sending process
The “Submitted With Errors” state is set when an Input Report, is returned from Bacs, contains warnings or errors.
Actions
Available actions, for Submissions using Bacs Smart cards, are:
| Action | Description |
|---|---|
| “VIEW PRE-SUBMISSION REPORT” Button | Shown when the submission is in a “Awaiting Signature” status. Displays the Pre-submission report. |
| “SIGN SUBMISSION” Button | Shown when the submission is in a “Awaiting Signature” status. Only clickable after the “VIEW PRE-SUBMISSION REPORT” button has been clicked. Signs the submission using the Bacs Smart card. |
| “SEND” Button | Shown when the submission is in a “Signed” status. Manually sends the submission to Bacs using the Bacs Smart card. |
Available actions, for all Submission methods, are:
| Action | Description |
|---|---|
| “VIEW RAW FILE” Button | Displays the raw submission file. |
| “VIEW SUBMISSION SUMMARY” Button | Available once Submission has been sent. Displays Bacs Submission summary report. |
| “BACK” Button | Back to the Submissions List. |
Input Report
Actions
Available actions, subject to permissions, are:
| Action | Description |
|---|---|
| File Name Link | Clicking on this link will display the Bacs Report details. |
| “View XML” Link | Clicking on this link will give the option to open or download the XML File. |
| “View XHTML” Link | Clicking on this link will give the option to open or download the XHTML File. |
Submission Audit
Actions
Available actions, subject to permissions, are:
| Action | Description |
|---|---|
| “EXPORT” Button | Exports the Submission Audit list, if required. |
Submission Lines
Actions
Available actions, subject to permissions, are:
| Action | Description |
|---|---|
| ID of the record | Clicking on the ID link will display the Submission Line details. |
| Object Id | Clicking on the Object Id link will display the Object (Credit, Mandate, Payment) details. |