Deleting Credit or Payment Rules

When it comes to wanting to delete a credit or payment rule from a plan, the following has to be true:

1. It is in the current period it was created. For example, if you are in the March period, but the rule was created in January, you would need to roll back and undo calculations in March, February, and January before being able to delete the rule.
2. It cannot be deleted if calculations have run. Once calculations run, it locks the information into the system. If you are in the period you created the rule and calculations have run, you will hit an error.
3. The rule cannot be associated with any other rule or qualifier. There cannot be any qualifiers, either being used in the payment rule or created and not being used for the plan that mentions the credit rule. Even qualifiers that are being unused will cause the system to not allow you to delete the credit rule. If it is a payment rule, you need to make sure that the payment rule is not mentioned in any qualifier in use or not.

NOTE: To know if a qualifier is being used, the name will be showing up next to the “Edit Rule” button in section F of the payment rule. All those qualifiers that are not in use will show in the drop-down menu next to that “Edit Rule” button.