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This related item displays for a Fund Scheme record if the selection in the Fund Scheme Type dropdown is Partnership. It is used to capture financial details for the partnership.
Menu path: RME menu > Setup > Fund Schemes (Search) > Fund Schemes > Partnership
1. Create a new Fund Scheme record, and in the Fund Scheme Type dropdown, choose Partnership.
2. After saving the record, the Partnership 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 |
Conditions of Partnership |
Details information on conditions of partnership |
Current? |
Indicates whether this is the most current information regarding the funds offered |
Date From |
Date from which the information regarding the figures is applicable Should only be recorded if the partnership 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 partnership information is no longer relevant (non-current record). |
Details of amount offered |
Detailed information about the amounts offered |
Details of Inkind Offered |
Detailed information about the in-kind amounts offered |
Opportunity Account Value |
Account code for the fund scheme if required |
Payment Type |
Type of payment the recipients will get |
Total Inkind Offered |
Total in-kind amounts offered |
Total Offered |
Total amount offered per single application |
Year Type |
Financial or calendar year type |
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: FND004.htm