Use this page to review default and custom asset payment plan details.

Grids

Select an Asset to Review Payment Plan Details 

  1. Use the top dropdowns to set the:
    • Entity
    • Department
    • Forecast scenario (last dropdown)

Note: Skip the asset number dropdown. This grid takes the total planned Assets (added from the previous section 8.01a), and shows all inputs made.

  1. If you select a custom payment plan, input the payments based on the custom schedule either as a dollar input or as a percentage of the total investment amount.

You can review all planned capital expense (Capex) assets and their associated payment plans.

Default Payment Plan 

Review the default payment plan.

Review Default Payment Calc by Month

To review the default payment calculations by month in the grid, use the asset dropdown at the top-right of the page:

  • If you select Total Planned Assets, all assets are selected and the default payment amounts by month for all default plans display in the grid. 
  • If you select an individual asset number, that individual asset's payments as compared to the total asset payments display.

Input Custom Payment Calc by Month

To review the custom payment calculations by month in the grid, use the asset dropdown at the top-right of the page. Select an asset with a custom payment plan and set the cash out by amount or percentage.

Also see Page options.