Update a monetary benefit plan breakdown for a demand

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • Update a monetary benefit plan breakdown record that specifies the estimated and actual benefits, at a granular level, for specific fiscal periods.

    시작하기 전에

    Role required: it_demand_manager

    프로시저

    1. Navigate to All > Demand > Demands > All.
    2. Open the required demand.
    3. Select the Monetary Benefit Plans related list.
    4. Open the required monetary benefit plan.
    5. In the Monetary Benefit Plan Breakdowns related list, select the information icon (Information icon.) for a monetary benefit plan breakdown.
    6. Select Open Record.
    7. On the Monetary Benefit Plan Breakdown form, view and update the enabled fields.
      For a description of the field names, see Monetary Benefit Breakdown form.
    8. Select Update.