When you have finished the setup, selecting Update Periods will display the Update Periods modal. The Quantity and Price fields default to the value of zero (0).
The name of the period and its date range will display at the top of the period column.
Values entered in the setup step for the Description and UW Sub-Object Code are displayed here for reference.
Enter your quantity and price information for the appropriate period(s). For example, 4 items at $1,500 each. The totals will recalculate when you click the Save icon.
At this point you can do either of the following:
- Select Save and Return to Worksheet to save your data, close the Update Periods modal and return to the worksheet
- Select Line Setup to save your data and return to the Line Setup modal where you can edit any of the values, as needed.