Assign the Bank to a Customer or Site Use or update an existing assignment. If Assigned to a Site Use, the Site Use must have a Business Purpose of Bill To. You can also select an Operating Unit. This section supports Multi-Org Access Control if logged in with a responsibility with Multi-Org Access Control enabled. If assigning to a Customer, the Operating Unit and Bill To Location are redundant.
Note: There must be a bank owner being created at the same time, or an ID of an existing bank owner in the Bank Acc Owner ID column for this section to upload successfully. The ID can be retrieved by downloading the Bank Owner.
