Add New Plan Assignment Rule

You can add a new Plan Assignment Rule by performing the following procedure:

1. Click button from the Plan Assignment Rule

The Plan Assignment Rule – Add page is displayed.

2. Enter the Rule ID.
3. Enter the Rule Description.
4. Enter the Rule Documentation.
5. Enter a keyword for Payee ID in the Model From Payee ID field and click button to select a Payee ID from the Lookup You can use this Payee ID to model your plan.
6. Enter a keyword for Plan ID in the Model From Plan ID field and click button to select a Plan ID from the Lookup You can use this Plan ID to model your plan.
7. Enter a keyword for Plan Start Date in the Model From Plan Start Date field and click button to select a Plan Start Date from the Lookup You can use this Date to model your plan.
8. Click button to save the Plan Assignment Rule details.

You can also click  button to save the Plan Assignment Rule and add another one.