Adding YTD Qualifier

1. Go to Plans > Edit Plans > Define Payments
2. In Section F click "Add Qualifier" > Edit Rule under Qualifier #1
3. Click "Add Row"
4. In the drop-down menu:
   1. Column 1: Percent to Quota
   2. Column 2: select the credit rule
   3. Column 3: select YTD (Monthly) or YTD (Quarterly)
   4. Column 4: select timeframe (i.e. Current Period, As of Month, Months Ago)
   5. Column 5: select =, >, <, >=, or <=
   6. Column 6: enter percentage
5. Name the qualifier
6. Save/Close > click the floppy disk icon to save the entire payment rule