LA MCA - Create a Drop Copy
Initiate a Drop Copy creation request
When you click on “Create a new request” from the Request tab and select “Drop Copy”, a new request form appears.
The form is filled in two main steps, then a summary of the request is displayed.
Two buttons at the end of the first step complete the screen:
- “Save and close” button: saves the form as a draft
- “Continue” button: the button is grayed out until the required fields have been filled in. Once these are determined, it goes green and allows you to switch to the second form (Request 2/2).
The table below indicates which are the mandatory fields:
| Field | Values | Rules |
|---|---|---|
| Requester-Firm ID | Search | Firm codes related to authenticated users are displayed. If firm code is selected, firm name should be populated accordingly. List sorted out in ascending order. |
| Requester-Firm name | alphanumeric | Not editable, populated based on firm code chosen. |
| Requester-MCA or AR | alphanumeric | Not editable, populated based on authenticated user |
When the user selects an MCA or AR, the following information about the contact is displayed :
- First name
- Last name
- Email address and phone number
Context and effective date :
| Field | Values | When the filed is available ? | Mandatory field ? | Rules |
| Market | Dropdown list: Cash | Common to all | Yes | Cf Market rules
|
| Number Of Drop copies | Numeric | Common to all | Yes | With one request, the client must have the possibility to order one or several DC on the same or different segment Maximum of 10 |
| SiteID | alphanumeric | Common to all | No | |
| Customer requested date | Date | Common to all | Yes | Business calendar. By default, it should be prepopulated by current date + 2 business days Message below the field : “Activation date (2 business days minimum notice)”. In case of modification,only posterior dates can be selected. |
| Delivery date | Date | Common to all | Yes | Business calendar.Auto-populated by the Customer requested date, but editable by MA only |
When all the mandatory fields have been filled in and the rules have been correctly respected, you can move on to the second step of the form: Request 2/2 by clicking on the “Continue” button.
The number of Drop Copy sections correspond to the number of Drop copies indicated in the request (1/2) form.
You can select one or several Drop Copy and apply the configuration of your first Drop Copy by using the “Copy and Paste” feature by selecting from the drop down list the one you wish to copy the configuration from.
A “Delete” button is available in front of each Drop Copy and an “Add” button is available to add a Drop Copy. A “Delete” button is available for all Drop Copies too.
You can also specify in the Customer comment section, any detail you fit relevant to the request of creation you are submitting.
If you click on “Save and close” and the controls are passed, the request is created as a “Draft”. In the list of requests, the request is displayed with the associated Request ID and the following message is displayed at the top “Your request has been successfully saved”.
Instead, if you wish to pursue with the Drop Copy creation, you can click on “Continue” and you are routed to the Summary screen.
If you click on the cross, the following pop-up is displayed “Are you sure you want to close the request? If you do not save, your updates will be lost”.
If you click on the “Delete” button at the bottom of the page, the following pop-up is displayed “Are you sure you want to delete the request?”
If you click on close, your updates will not be saved and you will be routed to the Requests tab. If you click on “Cancel”, you will stay in Request (2/2) form.
Submit a creation request
Summary Screen:
In the summary screen, you can consult a summary of all the data populated in Request (1/2) and Request (2/2) forms (for each DC), along with computed billing data.
If you click on the “Modify” button you are redirected to the relevant request form.
If you wish to submit the request and click on the “Submit” button, a pop-up is displayed: “Are you sure you want to submit the request?”. If confirmed, the request is submitted and you are routed to the request list, with the following message “Your request has been successfully submitted”.
Consult the creation request
Once a creation request has been created, it will be listed under the “Requests” tab.
You can click on the request that you want to consult, no matter the type of request this latter is.
The request will be then reviewed by Euronext.