Bank Move

Bank Move allows the user to Move Item records from one Bank to another Bank. Items are logically divided into Banks. Bank Move moves the Item record to the new Bank removing it form the current Bank.

On a Level 1 Bank system, Items can be copied only from a source level 1 Bank to a different destination level 1 Bank. On a Level 3 Bank system, Items can be copied from a source level 3 Bank to a different destination level 3 Bank.

Bank SystemObjectSourceDestination
Level 1Item11
Level 3Item33

Moving a Record

To move a record or records, select the records to copy in the selection grid by clicking, ctrl-clicking or shift clicking the rows. See Selecting Records for more. Once the row or rows are selected, click Bulk Action → Copy from the toolbar.

If no row or rows are selected a warning message will appear: Please select a record or records in order to Bulk Move.

If a row or rows were selected then a Bank Move popup page will appear. Select the destination Bank you want to move the record or records to. Then click the Submit button.

When the records are finished moving, a success message is displayed.