Allowance plan definition

Create or modify an allowance plan before setting it up. In the right pane of the allowance plan window, open the Definition tab.

The Definition tab allows you to set the status of the allowance plan and gives a detailed description of the allowance plan.

Definition tab

Fill in the Definition tab.

Status: Provides the list of statuses. Select one of the following statuses:

Notes:

  • When you create an allowance plan, its status is automatically set to Open. You must save the allowance plan once before changing its status.

  • You can set the status to Released only if the current status of the allowance plan is Open.

  • According to the Open and Released statuses, the Create Allowance component cannot used the allowance plan. For more information on this component, refer to the Help system by clicking Components on the Help menu of the main window.

Description: Describe the allowance plan by typing a long text if necessary. This field is mandatory. Note that you cannot change the description of the allowance plan if its status is Released.