About Financial Management

1.

From the Select Actions drop-down list, choose New Service Financial Plan or New CI Financial Plan. The applicable window displays.

2.

Complete the fields referring to the table below.

3.

When all selections/entries are made, click Add.

Service Financial and CI Financial Plan Fields

Field	Description
Primary Details	Name. Enter a name for this Financial Plan. Description. Enter information that describes this financial plan.
Record Details	Start Date/End Date. Select the dates between which this financial plan is active. Status. The status of the financial plan such as Operational, Non-operational, and so forth. Click the drop-down list and select the relevant status. Interval. The frequency at which the cost recurs. Options include Daily, Weekly, and Monthly. Last Processed On. The date and time this cost was last processed. Next Process On. The next date on which new expenses will be processed. Order. The Order of processing the expense.
Financial Details	Base Cost. The amount that must be paid before taxes. Tax Cost. Total cost of the tax. Total Cost. Total base cost, including taxes. Tax Rate. The tax rate to apply to the cost. Recurring. When selected, indicates whether the cost is a repeating cost. Sales Tax. When selected, indicates whether to apply sales tax to the cost. Associated CI. Applies to CI Financial Plan only. Click Add, then in the Associate CI dialog box, select a Blueprint, then search for and select the applicable CI. Click Save. Service Catalog Item. Applies to Service Financial Plan only. Click Add, then in the Service Catalog Item dialog box, search for and select the applicable item. Click Save.

Field

Description

Primary Details

Name. Enter a name for this Financial Plan.

Description. Enter information that describes this financial plan.

Record Details

Start Date/End Date. Select the dates between which this financial plan is active.

Status. The status of the financial plan such as Operational, Non-operational, and so forth. Click the drop-down list and select the relevant status.

Interval. The frequency at which the cost recurs. Options include Daily, Weekly, and Monthly.

Last Processed On. The date and time this cost was last processed.

Next Process On. The next date on which new expenses will be processed.

Order. The Order of processing the expense.

Financial Details

Base Cost. The amount that must be paid before taxes.

Tax Cost. Total cost of the tax.

Total Cost. Total base cost, including taxes.

Tax Rate. The tax rate to apply to the cost.

Recurring. When selected, indicates whether the cost is a repeating cost.

Sales Tax. When selected, indicates whether to apply sales tax to the cost.

Associated CI. Applies to CI Financial Plan only. Click Add, then in the Associate CI dialog box, select a Blueprint, then search for and select the applicable CI. Click Save.

Service Catalog Item. Applies to Service Financial Plan only. Click Add, then in the Service Catalog Item dialog box, search for and select the applicable item. Click Save.

Edit Financial Plan

Not all functions include an option to edit record line items shown in the main window.

1.

Navigate to the window containing the record to edit.

2.

Click the line containing the record. The applicable window or dialog box displays.

3.

Make the necessary modifications.

4.

Click Save or Add, as applicable.

Delete Financial Plan

Deleting is a permanent action and cannot be undone. Deleting may affect other functionality and information in the application such as data in configured reports, fields in windows, selectable options, etc. Therefore, be sure to understand the potential effects before making a deletion.

1.

Click the line that contains the item to delete.

2.

From the Select Actions drop-down list, choose Delete. If a confirmation message is displayed, take the appropriate action (for example, click OK or Continue).