Description
This document details how to change bank details held within the Contract Sales Certificate and Sales Ledger Invoice documents within COINS. This is the end of the process of changing sector bank account details following on from document VGT-001 COINS Changing Vistry Bank Account Details for Sectors | Knowledge Base | Vistry Group IT Service Desk.
Process
Navigate to OA Reporting & BI > Document Designer > Document Designer.
Filter by “Certificates (CS)” and “Live” to find the Contract Sales Certificate document that is used in Vistry.
Click the document id code to navigate into the document to make changes.
Click the “Fields” tab.
Filter by the required KCO bank form, all KCOs should have a bank form named as “z[KCO]bank” (e.g z663bank for KCO 663)
Click the folder icon to the left of the row that needs to be amended, please note only the bank account sort code and account number are available on the forms to be updated.
Update the field(s) that require changes, checking the sector quoted in the Build condition is correct.
Click the floppy disk icon to save the changes.
Navigate to OA Reporting & BI > Document Designer > Document Designer.
Filter by “Invoices (SL)” and “Live” to find the Sales Ledger Invoice document that is used in Vistry.
Click the document id code to navigate into the document to make changes.
Click the “Fields” tab.
Filter by the required KCO bank form, all KCOs should have a bank form named as “z[KCO]bank” (e.g z663bank for KCO 663)
Click the folder icon to the left of the row that needs to be amended, please note only the bank account sort code and account number are available on the forms to be updated.
Update the field(s) that require changes, checking the sector quoted in the Build condition is correct.
Click the floppy disk icon to save the changes.
Notes
Return to the following document for any concluding steps to the process of changing bank account details for sectors VGT-001 COINS Changing Vistry Bank Account Details for Sectors | Knowledge Base | Vistry Group IT Service Desk