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This related item displays for a Fund Scheme record if the selection in the Fund Scheme Type dropdown is Fund Scheme. It is used to capture financial details for the fund scheme.
Menu path: RME menu > Setup > Fund Schemes (Search) > Fund Schemes > Fund Scheme
1. Create a new Fund Scheme record, and in the Fund Scheme Type dropdown, choose Fund Scheme.
2. After saving the record, the Financial Details related item is available.
3. At the far right of the related item, click Add.
4. Complete the fields, using the table below as a guide.
5. In the toolbar, click Save. To go back to the previous page, click it in the breadcrumb trail or use your browser Back button.
Field Label |
Description |
Avg. % per Application |
Average percentage offered per application Cannot be greater than 100. |
Avg. Offered |
Average amount offered |
Current? |
Yes by default Indicates whether this is the most current information regarding the funds offered If this is no longer current, slide this to No and complete the Date To field. |
Date From |
Date from which the information regarding the figures is applicable Should only be recorded if the fund scheme information is no longer relevant (non-current record). |
Date To |
Date to which the information regarding the figures is applicable Should only be recorded if the fund scheme information is no longer relevant (non-current record). |
Max % per Application |
Maximum percentage offered per application Cannot be greater than 100. |
Max Offered |
Maximum amount offered |
Max Yrs. Funding Available |
Maximum years the funding is available |
Min Offered |
Minimum amount offered |
Min % per Application |
Minimum percentage offered per application Cannot be greater than 100. |
Min Yrs. Funding Available |
Minimum years the funding is available |
Opportunity Account Value |
Account code for the fund scheme if required |
Payment Type |
Type of payment the recipients will get, from a defined list |
Total Offered |
Total amount offered per single application |
Total Offered per Year |
Total amount offered per year |
Year Type |
Financial or calendar year type, from a defined list |
You manage related items in the core page. Click the Add, Delete and Export links at the right of the related item in Fund Scheme.
Product Key: Modules - Core
Page ID: FND003.htm