Download Details
RegoXchange Content ID:EX1087
Submission Date:
Submitter:
Content Type: Clarity Studio
Related Modules: Financial Management
Company:Rego Consulting
Register for a free theBasiX™ account and upgrade to theWorX to gain access to all of the content available on RegoXchange™.
RegoXchange Content ID:EX1087
Submission Date:
Submitter:
Content Type: Clarity Studio
Related Modules: Financial Management
Company:Rego Consulting
Versions Supported: 14.x, 15.x, 16.x+
Special Instructions:
Check if the below lookups exist or not:
If the lookups do not exist, then xog in the lookups using the files:
Create the below mentioned fields as mentioned (on the Investment object) and link them to the corresponding lookups
Once the fields are created, XOG in the portlet using the bt.invAnalysis.xml file
For more details please refer to the work-instructions as mentioned in the file: Investment_Analysis_Instructions.xlsx
Copyright 2023 • Rego Consulting Corporation • Privacy Policy