Create an Offer

Use the Offer Manager in Sterling B2B Integrator to create offers.

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. In the Order Type List page, click add or delete to modify Order Types in the offer.
6. In the Order Type List: Associate / Disassociate Order Type(s) page, 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.
   1. Optionally, you can filter the list of Available Order Types. Type a part of the order type in the Filter Data By Name field and click the filter icon for a filtered list.
   2. Use the arrows to add Available Order Types to the Selected Order Types list. This assigns the order types to the newly created offer. Click the first double arrow to add all the available order types to the Selected Order Types list.
   3. 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 [ES] Electronic Signature Note: This field is not applicable to INI, HIA, and download order types with protocol version set to H003, H004, or H005. To view this option, specify the authorization level in the ebics_server.properties file by setting the value of the SigClassesAllowedForEbOffer parameter to T, E, ES, which indicates that the EBICS Banking Server supports T, E, and ES signatures. The ES option indicates that the offer supports E, A, and B authorization levels. 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. Min and Max	Optional. Specify the minimum and maximum number of personal signatures required to authorize the order. If you do not provide a value for these fields, 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.
      VEU/EDS enabled	Indicates whether Electronic Distributed Signature VEU or EDS is enabled. Valid values are: Enabled - Enables VEU/EDS Disabled - Disables VEU/EDS Note: This field is not applicable to INI, HIA, and download order types with protocol version set to H003, H004, or H005.
      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.

      The Order Type List page lists all order types assigned to the offer.

      Note:

      • For Order Types with Protocol Version set to H003 and H004, the system displays the File Format column.
      • For Order Types with Protocol Version set to H005, the system displays the following BTF parameters:
        • Service Name
        • Message Name
        • Service Scope
        • Service Option
        • Container Type
7. Click edit next to the order type if you want to edit the settings of the order type assigned to the offer.
8. Click add or delete to further add or delete order types respectively.
9. In the Order Type List page, click Next.
10. In the Confirm page, click Show All next to List of Order Types to view the list of order types assigned to the offer.
11. Verify the offer configuration settings, and click Finish.