Add Payment Terms to an Existing Investment Plan

Allows user to add Payment Terms to an Investment Plan. Both Requestor or Manager are able to add the payment terms.

Please note that the added payment terms will be reflected in the budget charts.

1. Click on Investment module from the left menu.

2. Select the Correct plant and Department information from the drop down list and input the tag number that you are searching for. You can input a sub-string of the tag number instead of the full tag number, i.e. you can input 101 to locate a tag number A-101. Hit "Enter" to invoke the search. You can filter the result by selecting the status.

   
3. All relevant matches will be displayed in the resultant table.

   
4. Click on the ID number on the left on the Investment Plan that the Payment Terms need to be added

5. To add Payment Terms to the Investment record, click on Add New Payment.

6. Input the relevant information in the fields and dropdown box provided. User can update payment status and it will be reflected in the Investment Progress Summary. Click on submit to save the payment term.

   
7. Multiple payments can be added by clicking on New Payment. Please note that all the payments added here will be reflected in the summary on the Investment main page and also be reflected on the chart accordingly.