PLM Deposits Setup

Use this page to set up information for deposits. Deposits are used to secure a lease for a customer or vendor.

Create Deposit

To create a deposit type, follow these steps: 

  1. Specify a unique deposit No. and a Description.
  2. Select the Account.
  3. Repeat these steps to add more deposit types.

The deposit type is then available when a deposit for a lease is accepted on the Deposits page.

Fields

This page contains the following fields: 

Deposit Fields Table
Field Description
No. Specify a unique deposit identifier.
Description Specify a description for the deposit identifier.
Account Select the account for the deposit.