Managing Income Schedule Definitions

The income schedule definition list page displays a list of income schedule definitions in your current view. From this page, you can view detailed information and access other related information.

  • Click a Name to view the income schedule definition detail.
  • Click Edit to edit the income schedule definition. When you have finished, click Save. You can also click Save & New to save the current record and then create another.
  • Choose a predefined view from the drop-down list to select the records to display. Alternatively, you can select Create New View to define your own list view.
  • Click Printable View to display the current list view in a format that is ready for printing.
  • Click New Income Schedule Definition to create a new record.
  • Click any column heading to sort the records using that column’s data.

See "Viewing Custom Object Lists" in the Salesforce Help for more information on using list views.

See Income Schedule Definition Fields for a full description of the standard fields that make up an income schedule definition.

Deleting Income Schedule Definitions

Note:

You cannot delete or edit the details of an income schedule definition that is in use on an "In Progress" sales invoice.

To delete an income schedule definition that you no longer need:

  1. Once you have located the income schedule definition that you want to delete on the home or list pages, click its name to display its detail page.
  2. Click Delete. A warning message is displayed.
  3. Click OK to confirm the deletion. The deleted record is moved to the recycle bin.