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:
- Hit the plus icon on the upper-right corner of the page (Add New Bank) and a popup will be shown.
- Fill the required data and hit save button. (Required fields are Bank Code and Country)
- The bank is saved and you can view the entry on the bank list page.
To edit a bank:
- Hit the arrow button of the right of the selected row (the one you want to edit)
- Select the "Edit Bank" action and a popup will be shown.
- Make any changes you want (required fields cannot be edited) and hit save button.
- The bank is updated and you can view its new data on the bank list page.
To delete a bank:
- Hit the arrow button of the right of the selected row (the one you want to delete)
- Select the "Delete Bank" action and a popup will be shown.
- The popup will ask you if you want to delete it for sure. This action is irreversible!
- Hit 'Yes' button and the bank will be deleted, removing it from the bank list page as well.
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