Quantum VS Help: Credit Control And Reviews

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Adding A New Rule To A Ruleset

To add a new Rule to an open Ruleset:

 

1.      Make sure you have either created a new Credit Review Ruleset or opened an existing Credit Review Ruleset.

 

2.      The New button on the Toolbar - Sub Menu allows you to add to the Ruleset a new Rule, Action, Comment or Section:

 

CreditS_NewCredRevRuleAcCom.gif

 

To add a new Rule, select New > Rule.

 

The Insert Rule window opens:

 

CreditS_InsertRule.gif

 

3.      To create your new rule you must perform the following tasks in the Insert Rule window:

 

NEXT: Defining The Rule's 'Check' Criteria