Control Field setup
Set the values used when creating the schedule. Select the fields to get the default and date, quantity, and amount values from.

Set the default values needed to create the schedule.
Set the date-related fields and defaults needed to create the schedule.
Quantity and amount fields settings
Set the required quantity and amount fields and default values for schedule creation.
Control Field settings
Set the default values needed to create the schedule.

Default Frequency
The frequency of the schedule to create.
✔️
Default Installments
The number of schedules to create.
✔️
Remain Installment
The number of times to add or remove the remaining value when a quantity or amount is not divisible.
✔️
Schedule Type
The type of schedule to create.
Amount
Quantity
Amount With Quantity - Amount , Quant, Date
Date
✔️
Date Field settings
Set the date-related fields and defaults needed to create the schedule.

Object
Select the Object of the Field you want to import, either Parent or Line-Item.
✔️
Start Date Field
The start date of the schedule to create.
✔️
End Date Field
The end date of the schedule to create.
✔️
Date Rule
The date calculation rule for the schedule to be created.
First Day
Last Day
Fixed Day
✔️
Fixed Day
User-set days
Quantity and amount fields settings
Set the required quantity and amount fields and default values for schedule creation.

Object
Select the Object of the Field you want to import, either Parent or Line-Item.
✔️
Quantity Field
The field value that will be the total quantity of schedules to create.
✔️
Amount Field
The field value that will be the total quantity of schedules to create.
✔️
Rounding Method
When the number you're dividing is not evenly divisible, decide which rounding method to choose.
Round
Round Up
Round Down
✔️
Level of precision
Select the number of digits to divide by.
Last updated
Was this helpful?