Fixed Term Loan, Account Type Form, Promotions
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Account Type, Promotions

Promotions

Basis

Select from the following options; "Does not Use a Promotion", "Using a Promotion is Optional" or "Must Use a Promotion".

Parameter Set

Select a Parameter Set to allow additional data to be entered for Promotions and is used via Scripting.

ColumnDescription
DrilldownClick Drill Down Button to drilldown to the details of the promotion.
CodeThe code for this promotion.
DescriptionThe description of this promotion.
StartThe date that this promotion is valid from.
StopThe date that this promotion is valid to.
ClosedDisplays if this promotion is closed.
NotesDisplays notes entered for this Promotion.
Branch RangeDisplays Branches that can use this Promotion.
Broker RangeDisplays Brokers that can use this Promotion.
Dealer RangeDisplays Dealers that can use this Promotion.
Sub BrokersIf the checkbox is ticked, the Sub Broker is included to use this Promotion.
Sub DealersIf the checkbox is ticked, the Sub Dealer is included to use this Promotion.

Button Strip

IconDefinition
Add Item Button
To add a new Promotion.
Row Delete Button
To delete selected rows.
Grid Row Copy
To duplicate the current row.
Grid Row Up Button
To move the selected row(s) up.
Grid Row Down Button
To move the selected row(s) down.
Import Button
Import Promotions from a File.
Export
Export Promotions to a File.
Current Only, Calendar
Show only Promotions prior to their stop date.
Current Only
Show only 'Open' Promotions.
PreviewPane
To show/hide the preview pane window.
Save Default Button
Save grid layout and options as defaults for this grid.