Copying a Bank
Instead of creating a bank from scratch, you can create a new bank using an existing bank. This is possible through copying a bank. On copying a bank, the bank accounts are also copied to the new bank. You can then edit the details, if required.
Prerequisites
To copy a bank, you should have:
-
Bank (whose copy you want to create) defined in the application
Procedure
To copy a bank:
- Search for the bank in the Bank screen.
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In the Search Results section, click
the link in the Description column corresponding
to the bank whose copy you want to create.
The Bank screen appears.
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Click the Duplicate button in the Bank zone.
The Bank screen appears. It contains one section named Main which has the following fields:
Field Name Field Description Mandatory (Yes or No) Bank Code Used to specify the bank code. Yes Description Used to specify the description for the bank. Yes - Enter the required details in the Main section.
-
Click Save.
The new bank is defined.
Related Topics
For more information on... | See... |
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How to search for a bank | Searching for a Bank |
Bank screen | Bank (Used for Viewing) |
Bank zone | Bank |