This documentation applies to the 8.1 version of Asset Management, which is in "End of Version Support." You will not be able to leave comments.

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Adding a payment for a contract

Use the Financials tab on the Contract Information form to specify information about payments. You can specify due dates, date sent, and information about the check. You can also add, remove, and view payments.

To add a payment for the current contract

  1. If it is not already open, open the contract.
  2. If you made changes to the contract, save the contract.
  3. Click the Financials tab.
  4. In the Payments area, click Add.
  5. In the Payment Information dialog box, complete the fields, and click Save.
  6. On the contract form, click Save.

This version of the documentation is no longer supported. However, the documentation is available for your convenience. You will not be able to leave comments.

Comments

  1. Kris Wong

    Can someone please elaborate on the different Payment codes?

    I am trying to build out a standard operating lease for a 36 month period.  Do I really need to specify that I have 36 payments at XX$$ for 36 month and then reconcile when a payment is made? 

    There MUST be an easier way that lets you set a start date of teh lease, and end date then specify the lease terms (monthly, quarterly, yearly, etc.) with the amount.

    Anyways help would be appreciated.

    Mar 28, 2013 08:54