Associate monetary and non-monetary benefit plans

Associate monetary and non-monetary benefit plans, so that you can capture the potential benefits (financial and non-financial) accrued by the demand.

시작하기 전에

Role required: it_demand_manager

이 태스크 정보

You can associate a monetary benefit plan with a non-monetary benefit plan and vice versa.

주:

When you delete a benefit plan, its relationship with the associated benefit plan (if any) is also removed.

프로시저

1. Navigate to All > Demand > Demands > All.
2. Open the required demand form.
3. Select the Monetary Benefit Plans or Non-monetary Benefit Plans related list.
4. Select the information icon () for a benefit plan that you want to associate.
5. Select Open Record.
6. Associate a monetary or non-monetary benefit plan.

   Option	Action
   Associate an existing benefit plan	On the Benefit Plan form, fill in the Associated benefit field with the benefit plan that you want to associate.
   Associate a new benefit plan	On the Benefit Plan form, select Associate new benefit. On the form, fill in the fields. For details, see Create a monetary benefit plan for a demand and Create a non-monetary benefit plan for a demand.

7. Select Save.

결과

The selected benefit plan is associated with another plan.

다음에 수행할 작업

Select the View Associated benefit plan related link to view the associated benefit plan.