Pending Service Requests, Results

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This page refers to the different fields available on the 'Results' page of the Pending Service Requests wizard.
From this page you can update existing, incomplete Requests based upon the criteria entered on the 'Filter' pages of the wizard.

The resulting Grid shows all Services with Pending Requests. Add or Remove columns by right mouse clicking on the Header row; other options will become available including the option to 'Export' the data.

If you are using the 'Only include items due to be checked' checkbox from the previous page, then is it suggested that the 'Next Check' column is included in the grid.

The HTML summary displays the information for the line selected.

Tick the 'Include' checkbox to make sure the line selected is processed, when the button is clicked. Clicking the Execute button will process the Pending Enquiries and update the HTML and create a Client Log.

See 'HTML Summary Button Strip' for more information about the 'Delete' and 'Abort' buttons available at the bottom of this wizard.

Grid Columns

Column	Description
	Click to drilldown to client log.
	Click to open client form.
Class	Displays the Product Class.
Code	Displays the Client's Code.
Date	The original request date.
Error	Displays the reason why a Pending Bank Account Enquiry update has not been committed/updated.
Expired	When the checkbox is ticked, then the request has expired.
Icon	Will show a tick upon successfully executing the request.
Include	Tick the checkbox to include the line when Executing. Un-ticking this means the Pending Bank Service will not be processed this time.
Last Updated	Displays the Date and Time of the "Last Updated" query.
Name	The name of the Client.
Next Check	Displays the Date and Time to recheck whether the Request is complete.
Product	Displays the Product Id.
Reference	Displays the appropriate Reference for the service.
Service	Displays the Service.
Source	Displays where the Service was created from, this might be the Client, the Account or a Log.
Status	The current status of the Service, e.g. Loaded, Created, Not Started etc.
Status Icon	The current status of the Service.
Type	Displays the Service Type.

Button Strip

Icon	Definition
	To refresh the List.
	Select all rows.
	Select no rows.
	Select all rows above and including the current row.
	Select all rows below and including the current row.
	Select all rows with the same action.
	Accept selected row(s).
	Select all rows with the same Status as the current row.
	Tick all rows with the same Status as the current row.
	Select all rows that have Expired.
	Tick all rows that have Expired.
	Include selected row(s).
	Not include selected row(s).
	Show/Hide the preview pane.
	Save defaults for this grid.

HTML Summary Button Strip

Icon	Definition
	Print Bank Account Report.
	Save Bank Account Report to a file.
	Email Bank Account Report.
	Save Bank Account Report as a PDF document.
	Email Bank Account Report as a PDF document.
	Open and view the Service Log.
	To show the report in a separate window.
	The Delete button allows you to delete any expired 'Bank Account Enquiries'.
	The Abort button will allow you to abort 'In Progess' requests and to remove requests that can no longer be processed at the 'Third Party's' end. When using this button you must make sure that you are only using one Service, i.e. that the Include checkbox is ticked for only BankStatements. You cannot mix Services when aborting Service Requests. Once the process has completed, the line will show with a purple box in the 'Status Icon' column, as per the screenshot above.
	To Cancel the wizard and exit.
	To go back a page in the wizard.
	To process the Included lines.