This guide will help you setup the Bank entity. The Bank entity is actual a B1 entity.

The related B1 table is ODSC (Bank Codes) with primary key AbsEntry and B1 Object Type 3.

Step-by-step guide

In order to setup a Bank entry you should go to Setup Entities and select Banks menu.
Link: ~/SetupEntities/BanksGridList
This will present you with a list of currently existing banks.

To add a new one:

  1. Hit the plus icon on the upper-right corner of the page (Add New Bank) and a popup will be shown.
  2. Fill the required data and hit save button. (Required fields are Bank Code and Country)
  3. The bank is saved and you can view the entry on the bank list page.

To edit a bank:

  1. Hit the arrow button of the right of the selected row (the one you want to edit)
  2. Select the "Edit Bank" action and a popup will be shown.
  3. Make any changes you want (required fields cannot be edited) and hit save button.
  4. The bank is updated and you can view its new data on the bank list page.

To delete a bank:

  1. Hit the arrow button of the right of the selected row (the one you want to delete)
  2. Select the "Delete Bank" action and a popup will be shown.
  3. The popup will ask you if you want to delete it for sure. This action is irreversible!
  4. Hit 'Yes' button and the bank will be deleted, removing it from the bank list page as well.


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