You can add a new Plan Assignment Rule by performing the following procedure:
- Click button
from the Plan Assignment Rule
The Plan Assignment Rule – Add page is displayed.
- Enter the Rule ID.
- Enter the Rule Description.
- Enter the Rule Documentation.
- 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.
- 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.
- 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.
- Click
button to save the Plan Assignment Rule details.
You can also click button to save the Plan Assignment Rule and add another one.