When creating a scheme, you will be presented with the scheme settings page (as shown in the screenshot below), which will enable you to configure a scheme in DealTrack. Each setting is explained for you below.
Once completed, simply click the Save button at the bottom of the page.
This is a free text entry field where you can give the scheme a reference. The scheme reference will then be shown in scheme listings and can be used as a filter in reports. This reference does not need to be unique.
This is a free text entry field where you can give the scheme a description.
Start date / End date
A start date and end date must be given to a scheme. DealTrack has a setting, which will either allow or disallow the deal’s start and end dates to fall outside of the date range of the parent scheme. This is configurable by Enable’s system administrators.
Please note — transaction data that is created in DealTrack will be matched to deals. Part of this matching is based on the date of the transaction, in that this must fall within the period for the deal.
Scheme type version
Each scheme within DealTrack can be assigned a single scheme type version. Selecting a scheme type version will dictate what ‘Terms’ information can be saved against the scheme. A list of scheme type versions will be pre-configured by Enable’s system administrators. If you wish to add, remove or make any changes to the configured scheme types please contact our Client Services team by raising a ticket in the Client Portal requesting these changes to be made.
This is simply a pre-configured option of one or more currencies.
A tick box setting, which, if selected, means the scheme cannot be deleted. If the Cash module is switched on, then the payment frequency cannot be changed for a deal that belongs to a ‘settled’ scheme.