Fee Set Assignment

You can associate a fee type with a fee set.

Prerequisites

The following are the prerequisites to associate a fee type with a fee set:

• Required fields are added to the new fee set page.

• A Fee Set tab is created and added to the homepage.

• A fee definition is created.

  Note:

  To know about how to create a fee definition, see Create a Fee Definition.

• A fee set is created.

  Note:

  To know about how to create a fee set, see Create a Fee Set .

Steps

Perform the following steps to associate a fee type with a fee set:

1. Log in to your Salesforce account.

2. Select Fee Set/Fee to assign a fee to a fee set, and then select New.

   

3. In the New Fee Set/Fee window, perform the following actions:

   Field Name	Action and Information
   Fee	Select the fee definition you want to associate with the fee set.
   Fee Set	Select the fee set you want to associate with a treasury product or service.

4. Select Save. Or, select Save & New to save the current fee type associated with the fee set and create a new one.