Create a prorata formula

This part of the guide explains how to create a prorata formula.

Step 1 - Go to the page List of Prorata Formulas

1. Go to the Administration module;
2. Choose the Base Tables option;
3. Select the Audit option;
4. Click the Prorata Formulas menu. This action opens the List of Prorata Formulas page (509:12001);

Step 2 - Create a prorata formula

5. Click the Create button. This action opens the Prorata Form page (509:12000);
6. Go to the Prorata Formula section;
7. Choose a Tax Type and fill out the required fields (identified with a red star *). For example, Form No, Fixed Value., etc.;
8. Click the Save button. This action updates the page and displays the section allowing to add a form line;
9. Click on the Create button. This action opens the Add a Form Line;
10. Fill out the required fields (identified with a red star *). For example, Form Line No., etc.;
11. Click the Save button. This action confirms the addition of the form line and updates the Prorata Form page (509:12000);
12. Click the Save button. This action confirms the creation of the prorata formula and updates the List of Prorata Formulas page (509:12001).