Create an Offer

You can create an offer from the Administration menu.

To create an offer, complete the following steps:

  1. Log in to Sterling B2B Integrator.
  2. From the Administration menu, select EBICS > Subscription Manager > Offer Manager > Offer Configuration.
  3. In the Offer Configuration page, click Go next to Create New Offer.
  4. In the Offer Configuration page, enter the values for the fields listed in the following table and click Next.
    Field Description
    Bank ID (Host ID) Required. Select a bank ID from the drop-down list.
    Offer Name Required. Specify a name for the offer.
  5. The bank assigns the order types and file formats to the partners of the offer. The bank assigns the order types either in full or as a subset.
    • In the Associate/Disassociate Order Types page, you can type a part of the order type in the Filter Data By Name field and click the filter icon for a filtered list.
    • You can also use the arrows to add the Available Order Types to the Selected Order Types list. Click the first double arrow to add all the available order types to the Selected Order Types list.
  6. The bank assigns the order types for the newly created offer. In the Associate/Disassociate Order Types page, enter the values for the fields listed in the following table and click Next.
    Field Description
    Authorization Level Optional. Select the signature authorization of the user who acted as the signatory. Valid values are:
    • [T] Transport Signature – Use to submit the order data
    • [E] Single Signature – Use to authorize the order data
    Note: This field is not applicable to INI, HIA, and download order types with protocol version set to H003.

    To view this option, specify the authorization level in the ebics_server.properties file by setting the value of the SigClassesAllowed parameter to 'TE'. 'TE' indicates that the EBICS Banking Server supports both T and E signatures.

    In Transport signature, the role of the user is submitter. In single signature, the role of the user can be either submitter or signatory.
    No. of Sign Reqd. Optional. Specify the minimum and maximum number of personal signatures required to authorize the order. If you do not provide a value for this field, the default value, 0, is used.
    Post BP Optional. Select the business process to be invoked at the EBICS Banking Server after the selected order type is completed.
    Replace Default Attributes Valid values are:
    • Replace Currently Added Order Types - Indicates that the attributes specified in this page are applied to the order types that have just been added from this user interface. This does not include the order types that are retrieved from the database, and the order types that were added earlier. This is the default value.
    • Replace Newly Added (unsaved) Order Types - Indicates that the attributes specified in this page are applied to the order types that have been added but are not yet saved. This does not include the order types that are retrieved from the database.
    • Replace ALL - Indicates that the attributes specified in this page are applied to all the order types in the Selected Order Types list.
  7. The Order Type List page lists the order types assigned to the offer. You can edit the settings of the order type assigned to the offer by clicking edit next to the order type. You can also add or remove order types by clicking add or delete respectively.
  8. In the Order Type List page, click Next.
  9. In the Confirm page, click Show All next to List of Order Types to view the list of order types assigned to the offer. Verify the offer configuration settings, and click Finish.