Partnership - fund scheme

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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

 

Add partnership financial details for a fund scheme

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.

Partnership Financial Details: Fields

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

 

Manage Partnership Financial Details records

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.

 

Related topic

        Fund Scheme search

  

Product Key: Modules - Core

Page ID: FND004.htm