If a product is to be sold with an installment plan but the customer’s assigned credit class does not allow installment plans, the system will display an error message and prevent the sale from moving forward until this condition is addressed.
If the installment plan is optional, the message will be displayed on making the selection to pay on installments.
The system will allow the sale to go forward without an installment plan if the customer chooses to do so.
If the installment plan is required, the prompt will be displayed at the time the product is selected.
Note:
In both cases, the Credit Class rule can be overridden by an authorized user with a Manager Override.