How to change a business party's compliance level and method

A business party's compliance level and compliance method can be changed with the Update business party status... tool. 

 Using this tool will by-pass many of the built-in controls and compliance rules you configured. 

To change compliance level and method

1. Click Tools > Database record maintenance > Update business party status...
2. A confirmation screen will appear. Click OK to proceed.
   
   
   
   
3. In Business party ID, enter the business party ID for the client you wish to modify. 
   
    You can locate the Business party ID in the client's Properties under the Administration tab.
   
   
4. Press Enter. The Current status, Current compliance level, and Current compliance method fields will populate.
   
   
   
   
5. Change the New compliance level and New compliance method fields where appropriate.
6. Click Update business party status.
7. A confirmation screen will appear. Click Yes.