These values are used for calculations as well as product rating. A small logo to the right of the field designates those fields required for product rating.

Transactions retrieved from the DMS automatically populate these fields. If DMS 'push-back' is available, changes to these fields are updated in the DMS. Otherwise, changes to these fields should be manually updated in the DMS.

If product choices have already been selected for a customer presentation, some fields may need to be unlocked so that product rating with the updated values can occur. Unlocking and re-rating requires a re-selection of product choices for a customer presentation.

The list of available Finance Manager choices can be configured in Settings using the top left application menu.

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