Update a monetary benefit plan breakdown for a demand

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Update a monetary benefit plan breakdown record that specifies the estimated and actual benefits, at a granular level, for specific fiscal periods.

    Vorbereitungen

    Role required: it_demand_manager

    Prozedur

    1. Navigate to All > Demand > Demands > All.
    2. Open the required demand.
    3. Select the Monetary Benefit Plans related list.
    4. Open the required monetary benefit plan.
    5. In the Monetary Benefit Plan Breakdowns related list, select the information icon (Information icon.) for a monetary benefit plan breakdown.
    6. Select Open Record.
    7. On the Monetary Benefit Plan Breakdown form, view and update the enabled fields.
      For a description of the field names, see Monetary Benefit Breakdown form.
    8. Select Update.