Initialize Plan Items by Contract Payment Schedules

Plan items may be created by loading Contract Payment Schedules. This is done by the Initialize Plan Items by Contract Payment Schedules action started from the Plan Editor. Before starting the action, it is necessary to select both 'Date From' and 'Date To'. All Contract Payment Schedules within the selected time period will loaded into the Plan.

The action opens the plan catalog where it automatically loads/selects Contract Payment Schedules found within the previously selected time period.