Scenario:
The user needs to add or update the bank details of a party for financial transactions.
Action:
The user navigates to the Party’s Bank Details, selects the party from the dropdown list, enters or edits the bank details (Bank Name, Branch, Account No., IFSC, etc.), uploads attachments if required, and clicks Save.
Outcome:
The bank details are saved in the system and become available for financial transactions linked to the selected party.
Scenario:
The user needs to remove existing or incorrect bank details of a party.
Action:
The user selects the party, chooses the bank from the Bank List, reviews the details, clicks Delete, and confirms the deletion.
Outcome:
The selected bank details are permanently deleted from the system for that party.
Scenario:
The user wants to view, print, or export the bank details of a party for reference or documentation.
Action:
The user selects the party and bank from the list, clicks Preview, and chooses the desired output format (Print, Excel, HTML, Open Office, PDF, Notepad).
Outcome:
The selected bank details are displayed, printed, or exported in the chosen format for reference or sharing.
Scenario:
The user needs to send the party’s bank details to employees, customers, suppliers, or others via email.
Action:
The user selects the party and bank, clicks Email, enters the subject and message, attaches documents if required, selects recipients, and clicks Send.
Outcome:
The bank details and attachments are emailed to the selected recipients for communication or processing.
Scenario:
The user wants to designate a bank as the default for a party to streamline future transactions.
Action:
The user selects the party, enters or edits the bank details, and marks the Default Bank checkbox before saving.
Outcome:
The selected bank becomes the default bank for that party in the system, used for automated transactions where applicable.