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.
| Field Name | Description |
| 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 |