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One of the important action is creating Calculation. This chapter describes the process by easy and general way, for more details please follow How to create calculation in detail.

To realizing calculation is necessary to hold on four following steps, which you can find out in video below:

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In this status it's possible to change selected inputs, but in status Active it's possible to change only some calculation parameters throw the changes wizards - How To Change Principal Amount, How To Change Financing Period, How To Change Financing Rate,

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You can find printed versions of data within sheet called Reports, which serve to send basic important data to your customers.

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Copy Calculation

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Changes realized on original calculation do not influence the copy of this calculation and vice versa.

Follow up:

How to create calculation in detail

Set Up Calculation

How to create new customer

How to create financing product

How to work with approval process

How to work with contract changes