Managing financing records

Financing records are used to create a quotation line of type 6.

  1. From the Financing subtab, click the New financing button. Alternatively, on the All tab, right-click the product and select Related > Add Financing.
  2. Select a finance record from the list, then, to update the display, click Refresh.
  3. To manually display the finance record, double-click it. To update the record, click Change.
  4. To remove a finance record from the quotation, right-click the record and select Delete.