Managing Commercial Links
Last updated
Last updated
Commercial Links (CLs) can be managed under Partners>Commercial Links. This is a useful area to check on if you have a CL in place with a partner, its status and applicable rules.
PEs can edit exiting CLs by clicking on Partners>Commercial Links, checking the tick box of the CL they wish to edit and then selecting the 'edit' button:
The CL can be edited with a change to the Buyer or Seller, updated mandate ID and changing the payment terms. It is important to note that this is where a CL can also be changed to and from 'Pending' and 'Live' statuses as through the method detailed below.
PEs have the ability to change the status of existing Commercial Links, including setting to live and suspending through several different statuses.
This is managed through Partners>Commercial Links, by clicking on 'update status'. The PE user can change the status of the Commercial Link:
The statuses function as below:
'Live' - A CL exists and is active between two partners, this status is available to update by the PE
'Pending' - a CL exists but is inactive between two partners. This status is available to update by the PE.
'Suspended' - temporary disablement which can only be undertaken by the CL owner. A Suspended CL can be reinstated (back to Live), again only by the CL owner, or permanently disabled
'Archived' - Permanent disablement - which can only be undertaken by the CL owner. An Archived CL cannot be re-instated, archiving is a one time action with no return. An Archived CL can however be copied.
