How an organisation grants new mandates to represent to employees handling the affairs of certain customers

This example describes a situation in which the accounting firm has received new mandates for transactions from customers and grants all employees managing the customer relationship a mandate to represent on the basis of the new mandates for transactions.

When you want to grant multiple mandates to represent on the basis of a new mandate, do the following:

1. Start using the selection basket on Received mandates page.
2. Use the customer name or business ID as the search term to search for the mandates received from the customer on the list. You can also filter the list with other search terms (e.g. by the start date of a mandate or a mandate theme).
3. Select the customer and place the mandates in the selection basket. When you make a selection the filtered mandate themes and their specifiers will be placed into the basket. One of the specifiers is the customer business ID, which is required in the mandate to represent. If necessary, the specifiers can be deleted later or changed to another one.
4. Go to the Granted mandates page. The mandates from previous page that you placed in thee selection basket will stay in the basket.
5. Search the list for employees who manage the customer relationship. If you have used the customer business ID as a specifier in the previous mandate, use it as a search term. You can also use other search terms to narrow the list.
6. Select the employees to whom you will grant a new mandate to represent and place the parties in the selection basket. 
7. When the selection basket contains parties and mandates, go to grant new mandates to represent with this information.
8. Check your selection. At this point, you can delete employees or mandate themes from the list. Remember to include the specifiers of the received mandates. You can also return to edit the selections already placed in the selection basket.
9. As you move forward, go to the normal mandate granting view, where you will still be able to make changes to the details. Be sure to check the specifiers in the Mandate theme phase.
10. Finally, confirm the mandates.