A branch record is the company information for one branch. Use it to maintain company information, address details, contact information, and saved-record settings.
| If you need to… | Go to |
|---|---|
| Reach an existing branch | Find and open the branch |
| Identify a field or its required rule | Understand the branch information |
| Change details and save them | Maintain branch details and contacts |
| Review saved settings or history | Review saved areas and default margins |
| Maintain a branch logo | Edit branch logo |
| Return to the branch list | Branches |
Before you start
Prerequisites
- You are signed in.
- You have access to the branch record.
- You have the branch information, address details, and contact details you want to enter.
- You know whether the branch already has jobs. Reference Currency is disabled when it does.
- You know that Display Name and the two parts of Financial Year Start have conditional required rules, while Reference Currency and Local currency are required.
- You have an existing saved branch before opening **Default ** or Last Modifications.
Find and open the branch
Open the branch from the company configuration area when you need to maintain its information.
Prerequisites
- You are signed in.
Steps
- Open Configurations.
- Open Company.
- Open Branches.
- Select the branch row you want to maintain.
The edit screen opens for the selected branch. The page can also load a saved branch logo before showing the branch details.
Result: The selected branch opens on its edit screen.
Understand the branch information
The edit screen groups the branch identity, registration, currency, address, contact, margin, and history information you maintain.
Branch information fields
| Field | Type | Required rule or condition |
|---|---|---|
| Display Name | Text | Required when its value is empty; the form also checks the permitted character pattern. |
| Full Name | Text | No required rule. |
| Statement | Text | No required rule. |
| Managing Director | Text | No required rule. |
| Company Registration No. | Text | No required rule. |
| VAT ID Number | Text | No required rule. |
| VatRate | Number | Accepts values from 0 through 100. |
| Financial Year Start | Day and month dropdowns | Required when either value is empty. |
| Reference Currency | Dropdown | Required; disabled when the branch has jobs. |
| Local currency | Dropdown | Required. |
| Street | Text | Available when address data is present. |
| Zip Code | Number | Available when address data is present. |
| Country | Dropdown | Available when address data is present. |
| State | Text | Available when address data is present. |
| City | Text | Available when address data is present. |
| Contact information value | Text | Available for each contact row. Phone, fax, and mobile use the contact field for those entries. |
| Fixed Percentage value | Number | Available for a saved branch when **Default ** and fixed-percentage mode are selected. |
| Descending margin range | Number inputs | Available for a saved branch when **Default ** and a descending mode are selected. |
| Action users | Multiselect | Available when Last Modifications is selected. |
| Fields | Multiselect | Available when Last Modifications is selected. |
The edit screen shows the branch fields and required markers on Display Name, Financial Year Start, Reference Currency, and Local currency. The page uses field rows rather than a grid.
Maintain branch details and contacts
Use this procedure to change branch information, add contact rows, and save the changed record.
Prerequisites
- You have opened an existing branch.
- You have the values to enter in the branch fields.
Steps
-
Select the field you want to change.
-
Enter or select the new value.
-
Repeat the field update for each value you need to change.
-
Open Contact Information.
-
Choose one contact type from the following options.
If you need to add… Select A telephone number Phone A fax number Fax A mobile number Mobile An email address Email A website Website Online support details Online Support -
Enter the contact value in the new contact row.
-
Select Save to save the branch and remain on the record.
-
Select Save and Close to save the branch and leave the record instead.
When a required value is empty, the form displays Name is required for Display Name or
required for the required fields. When Display Name or Full Name contains a
disallowed character, the form displays Just '_' '-' And '.' Characters Accepted.
Result: The changed branch remains on the record after Save, or the record closes after
Save and Close. A successful branch save displays Branch saved Successfully.
Review saved areas and default margins
Saved-record areas provide the branch's default-margin settings and its modification history.
Note: **Default ** and Last Modifications are available after the branch has an existing saved record.
Prerequisites
- The branch is saved and has an existing record ID.
Steps
-
Select **Default ** to open the default-margin area.
-
Select one margin mode.
If you need to use… Select A fixed percentage Fixed Percentage A descending absolute percentage Descending Absolute A descending accumulative percentage Descending Accumulative -
Enter the margin values shown for the selected mode.
-
Select Save in the default-margin area.
-
Select Last Modifications to open the history area.
-
Choose values in Action users and Fields to narrow the history.
For a descending mode without a degressive margin list, the page displays
Please insert degressive margin list. A successful default-margin save displays
Data saved Successfully. If that save fails, the page displays Error while saving data .
Result: The selected saved-record area is on screen, or the default-margin save displays its result.
Fix validation and save problems
Use the message on screen to identify the correction needed before saving again.
Steps
-
Read the message displayed on the page.
-
Apply the matching correction or choice.
Message or situation What to do Name is requiredEnter a value in Display Name. requiredChoose a value in the required field. Just '_' '-' And '.' Characters AcceptedRemove disallowed characters from the affected name field. Branch does not existReturn to Branches and open an existing branch. Error: Server ErrorReview the logo operation and use Edit branch logo. Please insert degressive margin listAdd a degressive margin row before saving a descending margin mode. Error while saving dataReview the default-margin values and select Save again. Delete itemRead the confirmation before removing the logo. Logo Deleted SuccessfullyContinue on the branch record. Are you sure you want to delete this item?Choose Yes to remove the logo, or No to cancel. Logo window Select Attach to submit the selected image file. Unsaved-changes prompt Select Don't Save to leave without saving.
If Branch saved Successfully does not appear, remain on the record and review the values before
trying again.
Result: The corrected value is ready for saving, the selected logo action is complete, or the record is left without saving.
Continue after editing
After maintaining the branch, choose the next area according to the work you need to do.
Steps
-
Choose the next area from the table.
If you need to… Continue with Review the branch list Branches Create a different branch New branch Maintain the branch logo Edit branch logo Review company currencies used by the dropdowns Company currencies
Result: Save keeps the branch record open, while Save and Close leaves the record.
Was this page helpful?