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Overview

A product is eligible for installments when its Allow Installments checkbox (Product2.FCORE_PAY__Allow_Installments__c) is checked. This checkbox is checked by default, so most products are already eligible without any action from you. You only need to visit a product to exclude it — that is, to uncheck Allow Installments so that its amount can never be split into installments on an Order.
“Enabling installments” happens in two places. This page covers the product-level eligibility checkbox. The actual scheduling — choosing a frequency and generating the installments — happens on the Order, covered in Creating Installments.

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Prerequisites

  • You need access to edit products (Product2 records) in your fusionCore org.

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How to Set Product Eligibility

1

Open the Products tab

Click the App Launcher (the grid icon at the top left of the screen), type Products, and select it.
App Launcher with the Products item highlighted

Finding the Products item in the App Launcher

2

Open the product record

Select the product you want to review.
3

Check or uncheck Allow Installments

Find the Allow Installments field (FCORE_PAY__Allow_Installments__c).
  • Leave it checked (the default) to let this product’s amount be split into installments.
  • Uncheck it to exclude this product. Its amount will never be split, even on an Order that has an installment plan.
Allow Installments checkbox on a Product record

Allow Installments checkbox on a Product record

4

Save

Click Save. The product is now ready to have installments created against it on an Order.

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Limitations and Common Pitfalls

  • The default is on, not off. Allow Installments ships checked. You do not turn it on to enable installments — you uncheck it only when you want to exclude a product.
  • Eligibility is checked at generation time. Only products that are eligible appear as selectable line items on the Manage Installments screen. If a product you expect is missing there, confirm Allow Installments is still checked on that product.
  • Product eligibility alone does nothing. Checking the box does not create any installments. You still have to schedule a plan on the Order — see Creating Installments.