v7 FreeBalance Help

Certificate contains a Certificate catalogue, which could be used among other screens on the system. To CREATE a Certificate, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Certificate information. Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active, Number Required, and Effective Date Required checkmarks, and select the Language, as required.

• Code: Unique identification code of the Certificate.
• Active: Active Status - if checked, Certificate is available.
• Number Required: Number Required Status - if checked, Number Required is available
• Effective Date Required: Effective Date Required Status - if checked, Effective Date Required is available
• Language: Language used

4.    To enter the Vendor information, if required, click on the Lookup icon ,  click on Find icon  to retrieve the Vendor list, then select the Vendor.

• Vendor: The Organization that provides the Certificate.

5.    Enter Name.   

• Name: Name of the Certificate.

6.    Enter Description.

• Description: Short description of the Certificate.

7.   Click on the Save icon  at the bottom of the Certificate to save your new Certificate information. A window will appear to confirm.