Scheme Master– A summary of the activity

This activity allows you to create multiple schemes  for a company of type sales, malls or commercial. Each scheme is associated with a company and finance book. In this page, you can specify the property and workflow details. A property is identified with a unique (within the scheme) combination of property number – floor – block – tower & unit combination. Property number is not mandatory for a commercial scheme.

Only pay plan(s) whose pay plan type is mapped to the scheme can be mapped to components/rebates/charges & deposits under the scheme. For a sales scheme, you can map the sales or service billing. Similarly, for a mall/commercial scheme, purpose can be leasing or service billing. Only the users mapped to the scheme-purpose combination are allowed to transact in those respective modules with the scheme. Once saved, you are not allowed to delete a property. You can use “Delete Properties” activity to delete a property.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Getting familiar with the pages inside

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Scheme Master

Maintaining  the scheme details

Available Property Types

Maintaining the available property type details

List of Properties

Maintaining list of property details

Applicable Pay Plan Types

Specifying the pay plan types applicable for a scheme

List of Users

Defining the list of users for a scheme

Agreement Clause

Defining the agreement clause details for a scheme