Balance Record
You use balance records for financial forecasting. You can enter a balance on a specific date for reporting purposes.
Balance records can contain some or all of the following sections:
- Bill of Materials section
See BOM Part Record in Classic Mode. - Historical data section
See Add Historical Data to Records. - Balance section
To configure a Balance record
- In the Balance section, do the following:
Balance Record Options
| Option | Description |
|---|---|
| Value | Type the balance value. |
| Date | Select the date on which the balance should display in reports. |
| 2. In the upper-right of the screen, click OK. | |
| 3. To save your changes to the database, on the menu, click Save All Changes. |