Creating deliverables

You can use deliverables to track reporting requirements, due dates, delivery dates, and correspondence.

Select Global Ledger > Custodial Management > Finance Dimension 10 Management > Custodial Account Management.
Open a custodial account record.
On the Deliverables tab, click Create and specify this information:

Deliverable

Specify a name for the deliverable.

Description

Specify a description for the deliverable

Person Responsible

Select the person responsible for the deliverable.

Due Date

Select a due date for the deliverable.

Delivered Date

Select a delivered date
Click Save.

Additional account options

You can use these tabs to further define your custodial account record information: