Sterling B2B Integrator - Configure Order Type Manager

You can search for a file format from under the Administration menu by name.

1. Log in to Sterling B2B Integrator.
2. From the Administration menu, select EBICS > Subscription Manager > Order Type Manager > File Format Configuration.
3. In the File Format Configuration page, perform one of the following actions, and click Go.
   • Under Search in the File Format field, enter either a part of the name or the entire name of the file format you are searching for.
   • From the List Alphabetically drop-down list, select ALL or the letter with which the name of the file format you are searching for begins. Selecting ALL lists all the file formats.
4. Click the file format link to view the file format settings.

You can edit a file format from under the Administration menu.

1. Log in to Sterling B2B Integrator.
2. From the Administration menu, select EBICS > Subscription Manager > Order Type Manager > File Format Configuration.
3. In the File Format Configuration page, using either Search or List, locate and select the file format you want to edit, and click Go.
4. Click edit next to the file format you want to edit.
5. Select a Country Code from the Country Code drop-down list and click Next.
6. In the Confirm page, verify the file format settings, and click Finish.

You can delete a file format from under the Administration menu.

1. Log in to Sterling B2B Integrator.
2. From the Administration menu, select EBICS > Subscription Manager > Order Type Manager > File Format Configuration.
3. In the File Format Configuration page, using either Search or List, locate and select the file format you want to delete, and click Go.
4. Click delete adjacent to the file format you want to delete.
5. Click Return to return to the File Format Configuration page.

EBICS order types specify the various transactions that can take place between an EBICS Banking Server and an EBICS Client. Each order type is based on an XML schema and caters to different requirements.

1. Log in to Sterling B2B Integrator.
2. From the Administration menu, select EBICS > Subscription Manager > Order Type Manager > Order Type Configuration.
3. In the Order Type Configuration page, perform one of the following actions, and click Go.
   • In the Search Order Type field, enter either a part of the name or the entire name of the order type you are searching for.
   • In the Search Protocol Version field, enter either a part of the name or the entire protocol version of the order type you are searching for.
   • From the List Alphabetically drop-down list, select ALL or the letter with which the name of the order type you are searching for begins. Selecting ALL lists all the order types.
4. In the Order Type Settings page, click the corresponding order type to view the order type's settings. To view the list of file formats assigned to the order type in the Order Type Settings page, click Show All next to List of File Formats.

You can edit an order from under the Administration menu.

1. Log in to Sterling B2B Integrator.
2. From the Administration menu, select EBICS > Subscription Manager > Order Type Manager > Order Type Configuration.
3. In the Order Type Configuration page, using either Search or List, locate and select the order type you want to edit, and click Go.
4. Click edit next to the order type you want to edit.
   Click the order type to view the order type settings.
   Note: You can edit only the bank-technical order types, FUL and FDL.
5. In the Order Type page, review the order type settings listed in the following table and click Next.

   Field	Description
   Order Type	The order type present in the system, for example, FDL.
   Protocol Version	Schema version relevant for the supported EBICS version, for example, H003.
   Release Version	EBICS version supported by the bank, for example, 02.40.
   Description	Textual description of the order type, for example, Download file with any format.
   Transfer Type	Transfer type can be one of the following: Upload = Upload order data from EBICS client to EBICS server Download = Download order data from EBICS server to EBICS client
   Order Data Type	Order data type can be one of the following: System = System order type Technical = Technical order type

6. The file formats and the corresponding country codes associated with the order type are listed in the File Format List page. Click add to associate a file format with the order type, and click delete to disassociate a file format from the order type.
7. This step is applicable only if you opted to either add or delete a file format. Type a part of the file format name 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 file formats to the Assigned list. Click the first double arrow to add all available the file formats to the Assigned list.
8. Click Next.
9. In the Confirm page, click Show All next to List of File Formats to view the list of file formats associated with the order type. Verify the order type settings, and click Finish.