Managing Existing Customized Ratios
The Customized Ratios & Indicators screen, accessed via the following navigation, displays a list of all the customized ratios that have been built.
Defaults > Customize > Ratios > Setup Ratios
Use the following fields/buttons to manage existing ratios.
Name |
Description |
---|---|
Add Ratio |
Click this button to build a new ratio |
Category |
Credit Action category to which the ratio is assigned |
Delete |
Click this button to delete existing ratio |
Duplicate |
Click this button to duplicate an existing ratio |
Edit |
Click this button to edit an existing ratio |
Include on Standard Report |
Check box determining if the ratio appears on the Ratios and Indicators report |
Show Error Details
|
Check box determining whether an asterisk is displayed next to any customized ratio that has an error when it is placed on a Credit Action form |
Use |
Check box determining if the ratio is available to add to custom groups and reports |
Ratios with errors are highlighted in orange. Hover the mouse pointer over a ratio in error to display text describing the error.
Refer to Creating or Updating Customized Ratios for information about updating your ratios.
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