Add Counterparty In-Line

Add Counterparty In-Line   

Master Reference Data Management: Vendor/Client

Users who have been granted the permissions to add counterparty/vendor/customer/client records can also add the data in-line when entering a new record such as a contract.

To Add a Counterparty 

1. On the add screen for the record in question, click the applicable blue + (  ) icon.

2. A pop-up add screen displays. Complete all required fields.

3. At the bottom of the pop-up, click Save and Continue.

4. The pop-up window closes and the new newly created company is entered into the Vendor/Client Name field.