When a branch is closed, you want to retain historical information but do not want additional transactions done under the closed branch.

Environment:

Workaround:

On the last day the branch will be open:

• After tellers have counted their cash, each teller sells the amount of their cash drawers to the vault role.
• Tellers recount the cash and balance out with zero cash.

Note: The last saved cash count is used by the Cash Denominations Report. For the Cash Denomination Report to reflect the correct balance, EZTeller Roles should zero cash total.

• Someone needs to log on to unused roles and sell that cash to the vault role.
• Save cash count with zero cash for the unused roles.
• After the vault role has processed all transactions, do a Shipment Out transaction for the balance of cash in the vault.
• Balance the vault with zero cash.

In Superview:

1. Select that branch as your working group.

• Under EZTeller Roles > Maintenance, un-assign employees from all roles at the closed branch.
• Highlight each role and click Select Employee.
• At bottom of screen, click Select All and click Remove.

2. Under Bank > Workstation Setup, remove workstations at the closed branch.

• Under the structural hierarchy, click the plus sign (+) in front of the bank and branch to view the list of workstations.
• Highlight each workstation, then click Remove.
• We are required to keep one workstation at each location. 
• Edit that workstation so the Workstation Type is Administrator.

3. Under Bank > Structural Hierarchy, locate the closed branch.

• Highlight the branch and click Edit.
• Define the branch name to identify as Closed. ( Valley--Closed)

To recap:

• The teller cash drawers and the vault have zero cash.
• Cash Validation tickets were processed and the cash GL accounts are zero.
• No employees have assigned roles at the closed branch preventing the possibility of accidentally logging in to EZTeller.
• Administrative roles at other branches can log in to Superview, change their working group to the closed branch and view historical data.
• The branch is retained in the structural hierarchy and the teller roles historical data can be viewed.

ArticleNumber:

000061045