Edit a Claiming Scheme

  1. From the Quantity Tracking page, click the Action menu and then selectManage claiming schemes from the drop-down menu.

  2. Click the arrow next to a discipline to expand its list of child-level claiming schemes.

  3. Select the check box to the left of the claiming scheme you created.

  4. Click the Edit icon.

  5. Click Add step.

  6. Lower the percentage for one of your existing steps.

  7. Add a fourth step. Name it, assign it a rule type, and give it a percentage so that all steps add up to 100%.

    You cannot save a claiming scheme if your steps' percentages do not add up to 100%.

    You cannot edit any claiming scheme that has a quantity claimed against it.

  8. Click Save.