Associating a Financial Account with a Lease or Loan Agreement

Use this procedure to associate a financial account with a lease and loan agreement.

To associate a lease or loan agreement information with a financial account

1. Navigate to the Agreements screen, then the Agreements List view.

2. Select the agreement record you want to associate with a financial account.

3. In the Agreements form applet, click the Show More button.

4. In the Financial Account field, select a financial account record.

5. Navigate to the Financial Accounts screen, then the Financial Account List view.

6. Drill down on the Account # field for the financial account record you selected in a previous step.

7. Click the Agreements view tab to see the associated agreement.