Add Counterparty In-Line
  • 29 Jan 2024
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Add Counterparty In-Line

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Article summary

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.

In Line Add Button

 

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

Add Record Popup


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

Save and Continue


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

 

 

 

 


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