v7 FreeBalance Help

Benefit Share Per Beneficiary Type includes all of the information that a user will need to input data in order to prepare a Benefit Share per Beneficiary Type entry. To CREATE a Benefit Share Per Beneficiary Type, follow the steps below:

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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 Benefit Share per Beneficiary Type information.  Fields with an asterisk  are mandatory fields.
3. Enter the ID, as required.

• ID: Unique identification code of the Benefit Share per Beneficiary Type.

4. Select a Beneficiary Type from the drop-down menu.

• Beneficiary Type: The type of beneficiary associated to this benefit.

5.    To enter the Cost Item data, if required, click on the Lookup icon ,  click on the Find icon  to retrieve the Cost Item list, then select the Cost Item.

• Cost Item: The cost item associated to this benefit.

6.    Enter Minimum Age.

• Minimum Age: The minimum age required to receive this benefit share.

7.    Enter Maximum Age.

• Maximum Age: Specifies the maximum age in years of the beneficiary to receive this benefit. If this value is null means that the beneficiary will be receiving this benefit share until the benefit ends.

8.    Enter Rate.

• Rate: The percentage over the benefit factor/amount to be granted to this beneficiary type.

9.    Enter Amount.

• Amount: The amount of the benefit share.

10. Click on the Save icon  at the bottom of the Benefit Share per Beneficiary Type page to save your new Benefit Share per Beneficiary Type information. A window will appear to confirm.