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.

• Control Field settings

  Set the default values needed to create the schedule.

• Date Field settings

  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.

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Control Field settings

Set the default values needed to create the schedule.

Item	Description	Req.
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.

Item	Description	Req.
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.

Item	Description	Req.
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.