Creating A New Credit Review Ruleset

Note: Before creating a complex Credit Review Ruleset it is recommended that you design it on paper first, using a flow diagram. It is vital that you test it first before implementing it 'for real', to avoid unintended consequences.

(a) From the Toolbar - Sub Menu: click the arrow next to New... then select Credit Review Ruleset.

OR: (b) If 'Credit Review Ruleset' is the current 'default document' (i.e. the document/record type currently selected in the New... menu on the left of the Toolbar - Sub Menu): click [F5] on your keyboard.

OR: (c) From the Home tab: under create, select Credit Review Ruleset.

OR: (d) From the Toolbar Main Menu: select File > New then select Credit Review Ruleset from the menu.

OR: (e) From the Finder Toolbar: click the arrow on the Search... button and select Search Credit Review Rulesets (any Credit Review Rulesets created will appear in the search results) then select New Credit Review Ruleset from the Finder toolbar. See example:

OR: (f) Click the appropriate module on the Mega Menu (e.g. Finance), then under create select Credit Review Ruleset.

4. You should now 'test run' the Credit Review Ruleset before running it 'for real'. See Running A Credit Review.