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To realizing calculation is necessary to hold on four following steps, which you can find out in video below:
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In Create Calculation Wizard is the list of customers filtered based on the selected value in the Legal Form field, so that if you select:
Legal Entity, only customers who have set Legal Form = Legal Entity and the contact related type = Company will be displayed
Individual Non-Entrepreneur, only customers who have set Legal Form = Individual Non-Entrepreneur and the contact related type = Company will be displayed
Individual Entrepreneur - only customers who have set Legal Form = Individual Entrepreneur and the contact related type = Company will be displayed.
After completing all 4 steps in the video above, you'll see Financing Card with status Calculation.
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