Modifying a comparison rule

Use the Comparison Rules table window on the Reconciliation Task tab to modify comparison rules for an existing task. You can add a new comparison rule to a task, or delete an existing one.

About this task

You cannot change the name of an existing comparison rule.

The steps for modifying a comparison rule follow.

Procedure

  1. On the List tab, select the reconciliation task that you want to change.
  2. In the Comparison Rules table window, select one of the following options:
    • To add an existing comparison rule, click Select Comparison Rule and select one or more comparison rules.
    • To add a new comparison rule, first click New Row, then in the Comparison field click Detail Menu and select a comparison rule.
    • To delete a comparison rule, select the rule and click Mark Row for Delete (you can mark multiple rows). Click Undo Delete to cancel a deletion.
  3. When you complete your changes, click Save Reconciliation Task.


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