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Statement/Plan Association
Use the Statement/Plan Association option to assign a statement configuration to a plan.
How to access this
option
On the Statements menu, point to Setup, and then click Statement/Plan
Association. The Statement/Plan Association window displays.
Assigning a Plan(s) to a Statement
1. In the By Statement area, select the Statement from the list.
2. Select the Unassigned Plans that you want to assign to this statement and move them to the Assigned Plans list.
3. Click Apply.
Assigning a Statement to a Single Plan
1. In the By Plan area, select the Plan from the list.
2. Select the Statement from the list.
3. Click Apply.
For further instructions on How to Assign a Statement to a Plan, please click the following link:
How to Assign a Statement to a Plan(s)
Explanation of Fields:
|
Field Name |
Field Description |
Required / Optional |
|
Statement |
Select the Statement from the list. |
Required |
|
Plan |
Select the Plan from the list. |
Required if assigning By Plan |