New branch
A branch record stores company, financial, address, and contact information for one company branch. Use this screen when you add a branch from company configuration.
| If you need to… | Go to |
|---|---|
| Review fields and choices | Understand the branch information |
| Enter and save a branch | Complete and save branch information |
| Review saved-branch areas | Handle new and existing branch variations |
| Return to the branch list | Branches |
| Maintain a saved branch | Edit branch |
Before you start
The form appears when the Branches subscription is included and the branch is loaded. Address fields appear when the branch has an address. Default and Last Modifications require a saved branch ID.
Prerequisites
- Have access to company configuration.
- Have the branch name, financial-year start, reference currency, and local currency ready.
- Have the address and contact values ready when you need to enter them.
- Save the branch before using Default or Last Modifications.
Result: You know what to prepare before opening or saving the form.
Find and open the branch screen
The branch list is the entry point for creating a branch or opening an existing one.
Prerequisites
- You are in company configuration.
Steps
- Open the branch list.
- Choose the new-branch page to enter a branch.
- Choose an existing branch to open its saved branch record.
Result: The new route opens the branch form; an existing row opens its saved record.
Understand the branch information
The form presents company, financial, address, and contact information.
| Area | Fields and controls |
|---|---|
| Company | Display Name, Full Name, Statement, Managing Director, Company Registration No., VAT ID Number |
| Financial | VatRate, Financial Year Start, Reference Currency, Local currency |
| Address | Street, Zip Code, Country, State, City |
| Contacts | Contact Information, Phone, Fax, Mobile, Email, Website, Online Support |
| Save | Save, Save and Close |
| Field | Type and rule |
|---|---|
| Display Name | Text; required only where your company configures it |
| Full Name, Statement, Managing Director, Company Registration No., VAT ID Number | Text; optional |
| VatRate | Number from 0 through 100 |
| Financial Year Start | Day 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, or 31; month January, February, March, April, May, June, July, August, September, October, November, or December; required only where your company configures it |
| Reference Currency, Local currency | Selectors; required |
| Street, State, City | Text; shown when the address is present |
| Zip Code | Number; shown when the address is present |
| Country | List of choices; shown when the address is present |
The Financial Year Start control offers day values 1 through 31 and month values
January through December.
The day choices are 1 through 31. The month choices are January, February, March,
April, May, June, July, August, September, October, November, and December.
The live currency choices are United Arab Emirates Dirham, Kwait Dinar, Euro Member Countries,
United Kingdom Pound, China Yuan Renminbi, United States Dollar, Egypt Pound, Qatari Riyal,
and Saudi Arabian Rial for both currency selectors.
The live Country list contains 244 labels, including
Angola, Anguilla, Åland Islands, Albania, Andorra, United Arab Emirates, Australia,
Canada, China, Egypt, France, Germany, India, Italy, Japan, Kuwait, Mexico,
Netherlands, Norway, Poland, Qatar, Saudi Arabia, Singapore, Spain, Sweden,
Switzerland, Thailand, Turkey, United Kingdom, United States of America, and Zimbabwe.
Phone, fax, and mobile contact values accept up to 20 characters. After you select a contact type, a field bearing that contact type's label appears for you to enter its value.
Result: You can identify each branch field, its rule, and the choices available before entering information.
Complete and save branch information
Use this procedure to enter the branch details and submit the form.
Prerequisites
- You are on the new-branch page.
- You have the information in the field tables.
Steps
-
Enter the branch name in Display Name.
-
Enter the full company name in Full Name.
-
Enter the statement in Statement.
-
Enter the managing director in Managing Director.
-
Enter the registration number in Company Registration No..
-
Enter the VAT number in VAT ID Number.
-
Enter a value from
0through100in VatRate, when applicable. -
In Financial Year Start, choose a day from
1,2,3,4,5,6,7,8,9,10,11,12,13,14,15,16,17,18,19,20,21,22,23,24,25,26,27,28,29,30, or31. -
In Financial Year Start, choose a month from
January,February,March,April,May,June,July,August,September,October,November, orDecember. -
Choose a value in Reference Currency.
-
Choose a value in Local currency.
-
Enter the street in Street.
-
Enter the postal number in Zip Code.
-
Choose the country in Country.
-
Enter the state or province in State.
-
Enter the city in City.
-
Select Contact Information.
-
Select one contact type:
| Contact type | Select |
|---|---|
| Phone | Phone |
| Fax | Fax |
| Mobile | Mobile |
| Website | Website |
| Online Support | Online Support |
- Enter the contact value in the field that appears.
For each additional contact type, repeat the contact-selection and entry actions above.
Choose one save action:
| If you need to… | Select |
|---|---|
| Save and remain on the record | Save |
| Save and leave the form | Save and Close |
| Correct a validation message | Select the field named in the message, enter a corrected value, and select Save again |
Result: A successful save displays Branch saved Successfully; a new branch then uses its
saved branch record.
Handle new and existing branch variations
A new branch has the entry fields. A saved branch has an ID and can show follow-up areas.
| If you need to… | Select |
|---|---|
| Review default-margin choices | Default after the branch is saved |
| Review modification history | Last Modifications after the branch is saved |
| Maintain the logo | Use the logo controls on Edit branch logo |
The Registration tab, Reference Commission, Reference Margin, and margin currency list are not part of the new-branch surface. Icon-only close, logo, contact-delete, and popup controls are separate maintenance actions.
Result: You know which follow-up areas require a saved branch and where logo maintenance lives.
When validation or saving goes wrong
| Message | Corrective action |
|---|---|
Name is required | Enter Display Name. |
Just '_' '-' And '.' Characters Accepted | Correct the restricted name characters. |
required | Choose the missing day, month, or currency value. |
Branch does not exist | Return to the branch list and open an available branch. |
Logo Deleted Successfully | Continue editing or add a logo from the saved branch form. |
Error: Server Error | Retry the logo action from the saved branch form. |
Please insert degressive margin list | Enter the required list in the saved branch margin area. |
Data saved Successfully | Continue from the saved branch margin area. |
Error while saving data | Review the margin values and try the save action again. |
Branch saved Successfully | Continue to the saved branch or return to the branch list. |
Result: Match the message on screen to the corrective action in the table.
Continue from the branch record
After a successful save, continue on the saved branch record or return to the branch list.
Prerequisites
- The branch save has completed successfully.
Steps
- Select Default for the default-margin area.
- Select Last Modifications for the branch history.
- Return to the branch list when you need another branch.
Result: You are maintaining the saved branch or choosing another branch from the list.
Was this page helpful?