Allocating Customer To Banks

Top  Previous  Next

 

bullet01 This form allows you to create Customer Banks that can be linked to customers and used in data entry documents and for reporting purposes.

 

bullet01 Allocating Customer To Banks : Main Menu> Setup Accounts> Setup Customer Banks.

 

Toggle Icon Minus 17Main Menu

 

ph24

                                      Fig 1. Main Menu

 

Contents:

 

bullet-arrow2   Adding Banks

 

bullet-arrow2   Deleting & Modifying Bank Branch

 

bullet-arrow2   Allocating & Deallocating Customers To Bank  

 

bullet-arrow2   Sorting Conditions

 

 

Adding Banks:

 

bullet01 To Add a Bank Press Ctrl+N. Enter the name of the bank. A message box asking whether the user wants to enter another bank will appear. If the user clicks on Yes button then the user can enter another bank but if the user clicks on No button then the bank which the user entered will be saved but the user will then not be able to enter another bank. For adding another Bank the user will have to Press Ctrl+N.

 

bullet01 How To Add New Bank : To add new bank name click on Root> Press Ctrl+N.

 

    cus bank 1

                              Fig 2. Setup Customer Banks

                                                                                                                                                                                                                                                                                                                                                                                   


Deleting & Modifying Bank Branch:

 

bullet01 To Modify the Bank and its Branches select the Bank/Branch to be modified and Press Ctrl+E. The user can modify the Bank/Branch.

 

bullet01 To Delete the Bank and its Branches select the Bank/Branch to be deleted and Press Delete key. A message box asking for confirmation will appear. Clicking on Yes button will confirm deletion.

 

    cus bank 4

                                Fig 3. Delete Confirmation Box

                                                                                                                                                                                                                                                                                                                                                                                       


Allocating & Deallocating Customers To Bank:

 

Allocate Customers : To Allocate the customers to a bank right click on the Bank Name to which the customer has to be allocated.

 

bullet01 A pop up menu will be displayed. Select the option Allocate Accounts.

 

    cus bank 2

                               Fig 4. Setup Customer Banks

 

bullet01 A list of Customers that has not been allocated to any other bank will be displayed. Select the Customers that has to be allocated. Click on Ok button or Press Alt+O to confirm allocation.

   

ph25

                                                      Fig 5. Setup Customer Banks

 

notes

Click on Select All button to allocate all customers. To unselect the customers selected click on Unselect All button.

 

Deallocate Customers : To Deallocate the Customers to a Bank right click on the Bank Name from which the Customer has to be deallocated. A pop up menu will be displayed. Select the option Deallocate Accounts. A list of Customers that has been allocated to the bank will be displayed. Select the Customers that has to be deallocated. Click on Ok button or Press Alt+O to confirm deallocation.

                                                                                                                                                                                                                                                                                         


Sorting Conditions:

 

The Tree can be sorted according to the sorting option selected.The Tree can be sorted either by:

 

bullet01 Bank+Customers : Displays the list of all the bank branches with the allocated customer name.

 

    ph26

                                   Fig 6. Bank + Customers

 

 

bullet01 Customer+Bank : Displays the list of all the customers with city name and allocated branch name of the bank.

 

    ph27

                                   Fig 7. Customers + Bank

                                                                                                                                                                                                                                                                                        Back To Top