View Business Rules

Use the Business Rules page in the Enter New Arrangements window to view a summary of payment arrangement permissions set for your user role and the customer on the account.

To view the business rules

1. In the Information list, click Business Rules. The Business Rules page appears.

2. To override the business rules associated to your user ID and apply the business rules associated to a supervisor or other privileged user, do the following:

1. Click Override Business Rules. The Security Login dialog box appears.

2. Type the credentials of the person whose business rules you want to apply and then click Okay.

Note: If you are using Windows authentication, provide the Latitude user name and Windows password.