Branch Types

Branch Types classifies outlets into categories -- such as head office, full branch, sub-branch, agency or mobile unit -- each carrying default behaviours and limits. Typing branches lets the institution apply consistent rules and reporting groupings by outlet class. Admins set these up before creating branches.

Branch Types
Branch Types — live screen from the BridgeERP MFI Suite.

Workflow

  1. Open MFI > Configuration > Branch Configuration > Branch Types
  2. Click New and name the branch type
  3. Set any default limits or behaviours for the type
  4. Save the type for use when creating branches
  5. Assign the type on each branch record

Fields reference

Every field on this screen, drawn from the live data model.

FieldTypeRequiredDescription
Hierarchy Level
hierarchy_level
Number1 = Head Office, 2 = Regional, 3 = Branch, 4 = Sub-branch, etc.
Max Approval Amount
max_approval_amount
DecimalMaximum loan amount this branch type can approve
Type Name
name
TextYesType Name
Code
code
TextYesCode
Sequence
sequence
NumberSequence
Active
active
Yes/NoActive
Description
description
Long textDescription
Can Disburse Loans
can_disburse_loans
Yes/NoCan Disburse Loans
Can Accept Deposits
can_accept_deposits
Yes/NoCan Accept Deposits
Can Open Accounts
can_open_accounts
Yes/NoCan Open Accounts
Can Approve Loans
can_approve_loans
Yes/NoCan Approve Loans
Branch Count
branch_count
NumberBranch Count
Company
company_id
Link → res.companyCompany

Notes & rules

  • Model mfi.branch.type -- branch classification
  • Key fields: type name, defaults, limits
  • Related: All Branches, Zones/Regions
  • Used by operations admins

Technical model: mfi.branch.type · Record: Branch Type

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