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Create a Perimeter

Perimeters in Fairways Debt define the scope of debt referential items assigned to a given role or user.

Note: Only users with the appropriate permissions can manage perimeters. Contact your Finance Active consultant for further information.

 

Prerequisites

 

Navigate to the Access Rights Application
  1. Log in to your Fairways Debt account.
  2. Navigate to Applications Applications.png > Administration > Access Rights.

 

Create a Perimeter
  1. Click Manage Perimeters.

AccessRights_EN.png

  1. Click Add Perimeter.

Perimeters_EN.png

  1. Complete the form with all relevant details.

Note: Fields marked with an asterisk * are mandatory.

Field

Description

Code

Reference of the perimeter.

Note: You can no longer edit the code once the perimeter is created.

Description

Name of the perimeter.

Characteristics_EN.png

Field

Description

Options

Accounts

Account(s) associated with the perimeter.

 

Transaction Categories

Transaction category(ies) associated with the perimeter.

Collateral

Derivative

Facility

Guarantee

Issuing Program

Lease

Loan

Security

Perimeter_EN.png

  1. Click Save.

Perimeter_Create_EN.png

The new perimeter displays in the Perimeters section.

Perimeter_Created_EN.png

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