Update a monetary benefit plan breakdown for a demand

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • Update a monetary benefit plan breakdown record that specifies the estimated and actual benefits, at a granular level, for specific fiscal periods.

    Before you begin

    Role required: it_demand_manager

    Procedure

    1. Navigate to All > Demand > Demands > All.
    2. Open the required demand.
    3. Click the Monetary Benefit Plans related list.
    4. Open the required monetary benefit plan.
    5. In the Monetary Benefit Plan Breakdowns related list, click the information icon (Information icon.) for a monetary benefit plan breakdown.
    6. Click 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. Click Update.