CRM > CRM SETUP > SFA MASTERS > PMS MASTER > PMS Types
Click on Add New
Transaction Type : Select transaction type from pop help which was created earlier.
Effective Date : Select from date
Valid Upto : Select date for which this transaction will be valid
Amount : Enter amount (Can enter Multiple Amounts)
PAN Validation : Can be Set (Yes/No) as required
Email Id Validation : Can be Set (Yes/No) as required
After Filling all required fields click on ‘FINISH’
