To create a new Financial record you will need to navigate to the Financial tab within a Contract record and then press the [New] button. You will then be provided with the Financial entry screen ready for you to complete.
Fig 1 - Financial Form
List of all the fields on the default Alerts entry screen and their meaning.
|Financial#||Unique identifier for the Financial record, generated by the solution|
|Type||Allocate the Type of Financial, default drop down list values - Product / Service|
|Product / Item||Free text field to identify the Name of the Product / Service|
|Unit Price||The Unit Price to be used to calculate the total of the Financial record|
|Qty||The amount of Units to be used to calculate the total of the Financial record|
|Frequency||Frequency in which the Financial occurs, default drop drop list values - Once, Daily, Weekly, Monthly, Quarterly, Bi-annual, Annual|
|Discount||Enter a value for a Discount if required, this can be indicated as a value or a percentage as indicated by the corresponding drop down selection, this amount will be reflected in the Financial Total|
|Exclude from Calc||Tick box to exclude the Financial record in the calculation for the Contract Value|
|Total||Financial Total - Clicking the chain icon at the end will set the value to auto calculate based upon the values entered in the Unit Price / Qty / Frequency / Discount|
|Active Start Date||Identify the Start of the Financial period|
|Active End Date||Identify the End of the Financial period|
|Comments||Free text for comments regarding the Financial record|