Creating a new Bank Master record

In the Bank Master view, you can create a record from the Search Criteria/Grid page or from the Details page. If your user id has the correct permissions to create a new record, a Create button displays on both of these views in iTopia.

  • Note: The ability to create new records is controlled by the permissions assigned to the resource within the role. Specifically, the Bank Master resource assigned to your role must include the 'Create' operation.

Creating a new Bank Master record:

  1. From either the Search Criteria/Results page or the Details page, click on Create.

  2. The Bank Master/Create window opens. Here is an example of the fields displayed on the Create page:

    Create

    • Enter or select from the lookup a Company Number in the Company field. Enter the number of the current company in which you are working. This is a mandatory field.

    • Enter a Bank Account Code in the Bank Account Code field. You can enter a maximum of 4 alpha numeric characters in this field. This is a mandatory field.

  3. When all of the information is entered, click Continue to continue creating the new record.

    Note: If you enter an existing Company/Bank Account Code combination and click Continue, the details page for that combination opens in edit mode.

  4. The Bank Master-Detail page opens for the new record. All of the fields on this page are either blank or contain a set default. You must enter all of the mandatory fields before you can save this new activity record. The following fields are mandatory:

    • Account Number
    • GL Account-Bank

    Note: If you omit entering any of the mandatory fields, the message: "An entry is required" displays beneath each offending field once you click Continue or Save.

    For details on the information required in every field, please see the field descriptions outlined in the Bank Master-Details Page topic.

    Warning: If you Personalize the Bank Master-Details page, you must include all of the required fields. If you do not include all of the required fields, you will not be able to save records in the Personalized view.

  5. When all of the information is entered, click Submit or Save.

    • When you click Save, all of your changes are saved and you remain on the Bank Master-Details page. Once you click Save, and the record is successfully created, the Submit button also displays on the Details page. If you click Submit, the changes are saved and you are returned to the Create page where you can enter another new Bank Master record.

    • TIP: If you decide that you do not want to create the current record, you can abort the process by clicking Close or Return to Search Page icon. The following message displays: "Are you sure you want to navigate away from this page? Any changes will be discarded. Click OK to continue, or Cancel to stay on the current page. OK/Cancel". Only changes made prior to the record being updated using the Save or Submit action buttons will be discarded.

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