Overview

 

 

Table of content


Step-By-Step

 



Account Owner you can Create”New the financial situation

1- In Tabs => Click on  “Accounts”

2- In View Menus => Select “My Accounts

3- In  ListViews => Click on “Account” A R WILFLEY AND SONS


 

 

 



Scroll down to the "Financial Situations" related list and click in the button "New Financial Situations"

 

 

 


 


1- Verify that the name of your supplier is the right one on the field "Account

2- Fill some content in the description field

3- Click on  "Save" at the end of the page

 

 


Step 4 Description

 

 

 

 


Step 5 Description

 

 

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Step 6 Description

 

 


Step 8 Description