Deactivate a rule

Rather than delete a rule, you can deactivate it. You might want to deactivate a rule, for example, when a rebate is posted or after its validation period has expired. You can reactivate rules anytime. You can only calculate rebates for active rules.

Rules are active by default, as indicated by the selected Active checkbox at the bottom of the rule setup screen. To deactivate a rule, clear (deselect) the checkbox.

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Troubleshooting - Inactive rules

If a rule appears to be inactive but its Active checkbox is selected, check that:

• A rule type is selected (Receivable or Payable) at the top of the rule setup screen.

• The corresponding project is active (the Active checkbox is selected in the project setup screen).

Related pages

• Delete a rule

• Deactivate a project