Fusion - Control Master Files > Branch Maintenance

Branch Maintenance

Why:

Branch details are created and maintained in two control files, ‘Branch’ and ‘Branch Values’. New branches are created in the branch option and the branch parameters are maintained in the Branch Values option.

 

Where:

From the Fusion Control Files View, select Branch. This will display the Branch window. Alternatively, selecting Branch Value will display the Branch Values window.

 

How to Add Edit and Delete Branches:

The Branch window lists the branches currently set up in Fusion and each record can be opened and amended as well as deleted.

To create a new branch, select File > New. This will display the Create Branch window. Input the new branch number and the branch whose parameter values you want to copy to the new branch and click OK. This will display the Branch Details window. The Branch Details window is where the address, invoice, bank details and aftermarket information is held.

Details of the branch parameters assigned to a branch are held in the Branch Parameters tab of the Branch Details window. Each parameter can be opened and deleted, and right-clicking will let you add or read any scratchpad information for the parameter. When you’ve created a new branch, the parameters will have been copied in from an existing branch and you must check to make sure they’re correct for the new branch.

 

How to Add Edit and Delete Branch Values:

 Note! Branch values should only be amended by qualified market support personnel. If parameters are amended incorrectly, this can lead to malfunctions in the system.

Branch parameters are created and maintained in the Branch Values option. The Branch Values window lists all branch parameters currently set up in Fusion and each record can be opened and amended or deleted.

To create a new branch parameter, from the Branch Values window select File > New. This will display a Branch Details window. Input the required information and click OK.