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Creating a lease schedule

To create a lease schedule:

  1. Go to the Contract Management > Lease Agreements > All Lease Agree­ments view.

  2. Double-click a lease agreement to open it and go to the Lease Schedule tab.

  3. On the Lease Schedule tab, click Create. The Lease Schedule form opens.

  4. Complete all the fields on the General tab.

  5. Certificate of Acceptance (COA) Number: Each lease schedule has a COA which identifies the following: the client has accepted the device and the lease can start. Ideally, lease acceptance occurs before or on the Effective Date for the schedule.

  6. Click OK to save the lease schedule.

  7. Click OK to save the lease agreement.

The lease schedule is now applied to your lease agreement.

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