Differences

This shows you the differences between two versions of the page.

--- lump_sum [2015/09/15 19:54] – lisa.maloney
+++ lump_sum [2026/10/19 18:21] (current) – tina.robles
@@ Line 1: / Line 1: @@
 __**Admin: Product Admin: LumpSum Admin**__
-{{:pasted:20150609-193402.png}}
+{{:pasted:20201201-112924.png}}
+-----
-Setting up LumpSum Types.
+__Setting up LumpSum Types:__
@@ Line 17: / Line 17: @@
 ----
-Below you'll see an example of several already set up. If you want to set one up, just click the Add button.
+Below you'll see an example of several already set up.
-{{:pasted:20150901-161202.png}}
+{{:pasted:20201201-113025.png}}
-Enter the LumpSum Type and Code.  The code can be your internal GL number if you track one.  If not, just enter anything you want in there.
+To setup a new Lumpsum, click the Add button.  This will open the editor on the right side of the grid.
-{{:pasted:20150915-195404.png}}
+{{:pasted:20201201-113126.png}}
+Enter the LumpSum Type and Lumpsum CD.  The code can be your internal GL number if you track one.  If not, just enter anything you want in there.  By default, the new Lumpsum is Active.  Click Save to save changes or X to close the editor without saving changes.  When someone goes in and sets up a contract they will now see these as eligible options in the LumpSum tab of the contract.
+To edit an existing Lumpsum Type or to make a lumpsum inactive, click the row and the lumpsum editor will open.  Make the edits then click Save.  To revert back to previous values click Cancel.  Click the X on the top right to close the editor.
+-----
+**Lumpsum Product Allocation Total**
-Hit Save and that's it!  When someone goes in and sets up a contract they will now see these as eligible options in the LumpSum tab of the contract.
+The product allocation percentage total is now displayed at the bottom of the screen to streamline the workflow for contract creators. When allocating lumpsum percentages across multiple products, users can easily track the running total to ensure the allocations accurately sum to 100%.
-{{:pasted:20150901-161552.png}}
+{{pasted:20261019-182135.png}}