1.5.5 Assets

This topic describes the systematic instructions to add the details about the assets of the corporate customer.

1. On the Party Details screen, click on the Assets section.
2. Click on the + button to add Assets Details.
   The Add Assets screen displays.

   Figure 1-36 Assets

   
   

   
   Description of "Figure 1-36 Assets"

   
   
3. Specify the required details in the Add Assets segment.

   Note:

   The fields, which are marked with an asterisk, are mandatory.

   For more information on fields, refer to the field description table.

   Table 1-18 Add Assets – Field Description

   Field	Description
   Name	Specify the name for the asset.
   Value	Specify the currency and value of the asset.
   Description	Specify the description of the details of the assets being captured.

4. Click Submit to submit the asset details.