Financial Assistance

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Viewing and Updating a Customer's Financial Assistance Information

From the Financial Assistance screen, you can view the purchasing groups to which the customer belongs.

To view a customer's purchasing groups, select Financial Assistance from the Financials tab from within a customer record. The Financial Assistance screen displays, as shown below. From this screen, you can filter the grid to view All or Active purchasing groups. Additionally, you can add the customer to a new purchasing group and/or click the additional options menu and select Delete to remove the customer from an existing purchasing group.

Adding a Customer to a Purchasing Group

To add a customer to a purchasing group:

From the Financial Assistance screen, click Add to a Purchasing Group.
The Add to a Purchasing Group screen displays, as shown below.

Select the appropriate purchasing group from the grid.

To save the customer to the purchasing group, click Save and Close. To edit purchasing group details, click Save and Continue.
The Edit Purchasing Group Details screen displays, as shown below.

By default, the Effective Begin Date is set to today, but can be changed if needed.

If necessary, select or enter an Effective End Date.

From the Add Family Members to Purchasing Group grid, check the checkbox next to any family members that you also want to add to the purchasing group.

Click Save.