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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
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In the Information list, click Business Rules. The Business Rules page appears.
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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:
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Click Override Business Rules. The Security Login dialog box appears.
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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.