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This article is about detail set up calculation, but you can also read How To Create Calculation in general.

General

In section General check the Financing product and Dates - Offer Creation Date, Offer Validity Date, Calculation Starting Date, Expected Termination Date. The Financing Product has impact to the calculation method:

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Note:

To post regurely invoices use:

  • Manually - for separately posting - use menu Process - Payment Calendar and click to the button Post. You can not skip the payments to be posted. It must be posted consecutively.

  • Massive - To post all invoices for Loans filtred by selected parameters - use Action menu Processing - Finance Payment Posting - Posting in main system page.

How to create calculation in general

How to create calculation in detail

How to create new customer

How to do basic setup of OneCore Loans App

How to set up posting

How to create reminder in general