City
This screen is used to maintain list of city in a particular geographic location/Country/Region and also helps to segregate cities region-wise. Bank user uses City for capturing address of customers/ vendors/Banks and also to initiate credit application in an entity/branch associated to specific City/region/country.
View
After selecting City from the Organization Structure module, User lands on screen where User views details of already added bank entities if any along with add city button and search option.
Clicking the reset button erases the given search criteria.
User can view the below details of already added cities in view screen:
- City ID
- City key
- City Name
- Status
- Actions (Edit, delete)
The search criteria for bank entity are as follows:
- City key
- City name
- Status
Add
To add a new City, User will press the green “Add City” button on the right, after which they will be redirected to the main screen where the following fields will need to be filled. User needs to click on save to get reflected in the view screen. If the user wants to cancel adding a city, user can click on cancel. User views a pop-up saying “Are you sure you want to cancel. All unsaved data gets discarded” with yes/no option.
Field names | Description | Mandatory/non mandatory | Field type |
---|---|---|---|
Location name | City name | Mandatory | Text |
Geographic location | This refers to geographic location that the city belongs to | Mandatory | Dropdown |
Country | This refers to country that the city belongs to | Mandatory | Dropdown |
Region | This refers to region that the city belongs to | Mandatory | Dropdown |
Status | Status is to mention if this is active or inactive. If this is marked as inactive, then it will not appear in the respective screens. | Mandatory | Dropdown |
Edit
User can click on the Edit icon (Action Column) as highlighted in the above screenshot which will redirect user to the screen where the user can make changes to relevant city data.
On the editing screen, all the previous data as entered will be shown. After making relevant changes, user can Save the updated record. User can cancel the changes made by clicking on cancel button. User views a pop-up saying “Are you sure you want to cancel. All unsaved data gets discarded” with yes/no option.
Delete
User can click on the Delete icon (Action Column) as highlighted in the above screenshot will open a pop-up prompt asking for confirmation if the user is sure about deleting the record.User can press “Yes” if they wish to delete the city, and if they don’t want to delete then they can press on “No”.
Screens to Configure (as Pre-requisite) | Screen name | Reflection in user panel | Reflection in admin panel |
---|---|---|---|
The above screens should be configured to configure country screen. |
City |
No impact in user panel |
This screen acts as prerequisite screen for the below admin screens. Organizational structure:
|
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