Adding Rulesets for Segments

Procedure

To add rulesets for segments:

1. Select Admin.
   The Admin Home Page appears.

2. From the Policy Administration tab, select Rulesets.
   The Rulesets screen appears.

3. Click Add.
   The Ruleset Definition screen appears.

4. From the Type field, select Segment.

5. Enter a name, currency, and default for the segment ruleset.

Notes:

• If a ruleset cannot assign an invoice, eCredit assigns the invoice to the default segment you select.

• The ruleset Name must be unique.

6. Do one of the following:

1. To create the segment ruleset without using any predefined information, select the Create Blank option button, and click Save.
   The Rules section appears.

2. To create the segment ruleset using an existing segment ruleset, select the Copy From option button and select the ruleset from the Copy From list, and click Save.
   The Rules section displays any predefined information for the selected ruleset.

You can now add rules to the ruleset. How?