Topic overview

This document describes the procedures for using the Banks application. The procedures contain instruction steps that you can use to enter or edit banks, for example. You will also be informed about possible prerequisites and effects.

The description of the Banks application, which also includes field and button descriptions, can be found in the Banks document.

Procedures

The document General procedures for simple Business Entity applications describes the general procedures for the Banks application:

• Create new object
• Duplicate object
• Open and edit object
• Provide object with deletion mark
• Remove deletion indicator from an object
• Delete object

Define bank hierarchy

Preconditions

• The bank head office has already been entered as a bank.
• The bank head office must not have a bank head office itself.
• The bank branch has already been entered as a bank.
• The bank head office and bank branch must be in the same country.

Instructions

1. open the bank that is to be set up as a branch.
2. enter the bank head office in the Bank main office field.
3. click on the Save button in the standard toolbar.

Results

The bank that is used as the bank main office cannot have a bank branch itself.

The bank that is set up as a bank branch cannot become a bank head office itself.