3.9.1 Change the Branch of Operation

This topic provides the systematic instructions to change the branch of operation.

Use this function to change the branch of operation to a branch other than the signed on branch. Available branches are defined in the user profile. The branch of operation can be changed only after completion of any function initiated in the current branch.

Specify the User ID and Password, and login to Homepage.

1. In the Application tool bar, hover over Branch Online icon and then select Select Branch. The List of Values Branch Code screen is displayed, to query and select branches maintained in the system.

   Figure 3-1 List of Values Branch Code

   
   

   
   Description of "Figure 3-1 List of Values Branch Code"

   
   
2. Specify the query parameters and click Fetch. The records meeting the query criteria are displayed in the lower grid.
3. To change the current branch, click Branch Code to change from the list of displayed records.
   System displays a Confirmation Message window in which the following confirmation message is displayed:

   Do you want to change the branch to: <<Selected Branch Code>>

   
   

   
   Description of the illustration 4.9.1_2_changing-branch-operation.png

   
   
4. Click Ok to continue with the change branch operation, else click Cancel.
   To change to a branch, select Branch Code from the option list of the branch code text field and click Change Branch. This branch becomes the Host branch. When in the Host branch, load this screen again and click Home Branch to return to the Home branch.

   Note:

   When the branch is changed using the Change Branch function, the user becomes a GUEST in the new branch. The user profile reflects that of the GUEST User ID in the selected branch. However, if defined as an End of Day operator, the user profile from the original branch applies in the new branch.