6.2.5 Amend Branch Preferences

This topic provides the systematic instructions to amend Branch Preferences record.

Modify the details of an authorized record using the Unlock operation. To make changes to a record after authorization:

  1. Start the View Branch Preferences screen from the Browser.
  2. Select the status of the record that you want to retrieve for amendment. You can only amend authorized records.
  3. Specify any or all of the details and click Search button.
    All records with the specified details are retrieved and displayed in the lower portion of the screen.
  4. Click the three-dot icon and select Unlock button.
    The Create Branch Preferences screen is displayed.
  5. Amend the necessary information and click Save and Close to save the changes.
    An amended branch must be authorized for the amendment to be made effective in the system. The process of authorization is subsequently the same as that for normal process. If we delete the record after amendment, only the amendments made after Auth are deleted. Record will be available in the system.