Vorlage:Video- Kontenberechnung erstellen-English

Aus firesys Hilfe
Version vom 20. September 2023, 12:30 Uhr von I.desalvo (Diskussion | Beiträge)
(Unterschied) ← Nächstältere Version | Aktuelle Version (Unterschied) | Nächstjüngere Version → (Unterschied)
Zur Navigation springen Zur Suche springen


A detailed explanation of the individual steps

How to create an account calculation:

  1. Make sure that account values are already stored in your MeetingPoint.

  2. Open the Master value manager in the "*Content" menu ribbon in the "Master values" group.

  3. Click on the "Add" button in the "Management" group.
    → A selection dialogue box opens.

  4. Select the “Account calculation” option.
    → The account calculation dialogue box opens.

  5. Here you have to enter a unique name for the account group that you used and select the account group in which the account values that are required for the account calculation are located.

  6. From the list area with all account values, select those account values that you want to add with a left click, and those that you want to subtract with a right click.

  7. Optional options:

  8. You can also configure a mathematical operator, a factor and automatic rounding of the result.

  9. Exit the dialogue box by clicking on the “OK” button.
    → The account calculation is now automatically transferred to the MeetingPoint.