Change installment rules

We can update your installment rules to correct errors, adjust strategy, or to realign dates. We can change the properties of an installment rule, including the description, priority, start date, and end date.

Before starting

Your installment rule must be in the inactive state before we can edit it.

Procedure

1. Open the Installments tool.

2. In the explorer view filter, click Installment Rules. The Installment Rules list view displays, containing a list of the currently defined installment rules.

3. Locate the installment rule to edit in the table view and do one of the following:

   • Click an editable cell within the installment rule, such as priority, to change on the spot.

   • Right-click the installment rule to change; then click Open to open the properties view for the installment rule.

4. Update the installment rule properties as required.

5. Click Save; then click Close.

What to do next

To make the installment rule available to customers, we must activate it.

Related concepts
Installments tool
Installment rules

Related tasks
Manage installment rules