Account Transaction rules determine the criteria for your account transactions.
One invoice item will be reflected in one accounting record including all its information on debtor and payment terms, etc.
Set up your Account Transaction Rule
In order to create a rule, you need only to give your rule a name. To ensure the rule creates the correct Accounting Record and it is matched to the correct Invoice Item, you can optionally enter the following:
- Account Number, Cost Center, Internal Order, etc
- A validity period
- If this is a Third Party Rule, please enter a TPC Account
- The applicable Publisher Payout Condition
Dunning Block - check this checkbox if you like to block dunning for a rule. This field gets also copied into your Accounting Record
Optionally, you can also add a description
Define the Matching Criteria
Here you can define the relevant matching criteria for your rule. Read more in the Accounting Interface Matching & Transfer Fieldlist.
Dunning Block
Check this checkbox if you like to block dunning for a rule. This field gets also copied into your Accounting Record.
Account Transaction Rules are used in the following processes
| Process | Accounting Rule | Accounting Record |
|---|---|---|
| Collection | Account Transaction | Collection - Revenue |