Amortization Templates
After the Amortization feature has been enabled, you can create multiple templates to define expense deferral terms. These templates are used to generate amortization schedules that determine how costs from associated items and expenses should be posted.
The Lists permission Amortization Schedules controls access to amortization templates. For more information, see Access Levels for Permissions.
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For details and examples of the choices available for templates, see Amortization Template Term Reference.
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For steps for creating a new template, see Creating Amortization Templates.
After templates have been created, you can associate them with items and expenses.
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You can select a default amortization template for an item on its item record. You also can associate an amortization template with an item for a specific transaction only by selecting it on the transaction item line. See Configuration for Amortization.
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You can associate an amortization template with an expense for a specific transaction by selecting it on the transaction expense line. See Associating Amortization Templates with Expenses.