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Set Up PACE for Convertible Performance

Set Up PACE for Convertible Performance

Owned by Kavitha Thangaswamy (Unlicensed)
Last updated: Dec 13, 2023 by Pamela Totas (Deactivated)
1 min read

There are several settings that must be applied for the fields to work correctly. The following sections describe how to do the following:

  • Set convertible relationships between classes

  • Set System default for convertible anniversary date

  • Define Entity overrides for convertible anniversary date

  • Set System default for actual conversion date

  • Set up a convertible return field