Branch Code
The number of characters for this code is defined in the Accounting Format procedure. You need to set up the Accounting Format before entering any branches. The code can be numeric or alphabetical.
For details on the use of “codes”, see The Role of “Codes” in Online Advantage
Branch Short Name
Enter an abbreviated description for the branch e.g. ‘NSW’. This appears on screens and reports where space is limited.
Branch Name
Enter the branch name e.g. ‘New South Wales’.
For more details on descriptions, see The Role of “Names & Descriptions” in Online Advantage
Posting Allowed?
Select whether postings can be made to this branch or not. If posting is not allowed, this signifies that no manual General Ledger posting is allowed where the General Ledger code contains this branch code. This prohibition can be overridden via the use of Valid Chart of Accounts.
Branch to use for Statements
Select the debtor statement branch code. When printing statements (or back-order statements) this overrides the customer branch and the address details for the statement branch code used. You might do this in a situation where the branch “sales” are allocated to the selling/operational branches, but the debt is collected from a central branch as part of a centralised AR and Credit Control structure.
Branch Email Address
If an email address is entered here, it can be used to send the branch an Order Confirmation when an order is entered through the e-Commerce portals. The option to email the branch has to be enabled in the eCommerce settings.
Document Prefix
If you want to prefix system allocated document numbers (e.g. Sales Order Numbers, Purchase Order Numbers, Invoices etc.) with a meaningful branch-based prefix, simply enter the desired prefix here. If there is no prefix held against a branch, a prefix may come from the User Details ‘Document Prefix’ if it exists.
For example, if you created a sales order with stock to be issued from location ‘25’ the branch would be ‘2’ (for a single digit branch code setting). The ‘Document Prefix’ on branch ‘2’ could be set to ‘N’ at this prompt. Then any orders entered for issuing stock location ‘25’ would have an ‘N’ prefix on the Order Number e.g. ‘N1234’. Please refer to Document Prefixes for further details on this.
Note: Since the branch code is contained within a Stock Location code, when a branch has a Document Prefix that means that all locations within the branch will use the prefix assigned.
Divisions allowed for this branch
Division
A list of valid Divisions can be entered here to nominate those divisions that can be used in conjunction with this Branch during manual General Ledger postings.
Once a list of Divisions is established here it prevents users posting to this Branch for any Division other than the ones that you have listed as ‘allowed’.
See related topic: Divisions