Case Scenario: Changing details of an existing Bank or Branch Name/Number
Example 1 – Update a missing Branch Number
Existing Branch: SSTEST BRANCH as there is no branch number
Existing Branch Name: SSTEST BRANCH
Existing Branch Number: null
New Branch Number: 10
The new branch number value is entered into the ‘New Branch Number’ field and uploaded:
Important: When updating any information for existing branches the ‘Existing Branch’ value must be populated with the current branch name and number separated by a hyphen. The simplest way to ensure the correct value is entered, is to either download the branch information into the worksheet, or use the data entry form LOV search functionality.
Result in EBS:
Result from download in sheet:
Example 2 – Change an existing Bank Name
Existing Bank: SSTEST BANK as there is no bank number
Existing Bank Name: SSTEST BANK
Existing Bank Number: null
New Bank Name: SSTEST BANK 01
The new bank name value is entered into the ‘New Bank Name’ field and uploaded:
Important: When updating any information for existing banks the ‘Existing Bank’ value must be populated with the current bank name and number separated by a hyphen. The simplest way to ensure the correct value is entered is to either download the bank information into the worksheet or use the data entry form LOV search functionality.
The ‘Country Code’ value is also required to ensure the expected bank record is updated.
Result in EBS:
Results in the Loader worksheet:
Accepted line (row 12) is the result of the Upload action.
The next line (row 13) is from re-download using the Loader functionality.