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Overriding Profile Rules

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The Override Rules button lets you modify a configured installment plan profile rule. For example, if the Installment Plan Profile’s rule was configured to require 24 payments, and you want to set the payments to 12 for a specific sale, click the Override Rules button.

This displays a message indicating that only users with permission to Override Installment Plan Details can perform this process. If the current user has this permission, clicking Manager Override will allow the user to proceed. If not, the Manager Login window is displayed and will require a user with Override Installment Plan Details permission to log in.

On overriding a configured value, the form will indicate which user performed the Manager Override.