How to Process Chargebacks › Chargeback Rules › Remove GL Allocations from Chargeback Rules

Remove GL Allocations from Chargeback Rules

Use one of the following methods to remove GL allocations from chargeback rules:

• Remove GL allocations from standard rules or credit rules.
• Remove GL allocation from overhead rules.

You can remove GL allocations only if they are not referenced referenced in chargebacks and cost plans.

Remove GL Allocations from Standard or Credit Rules

Follow these steps:

1. Click the Allocation Code link or Resource Credit Code link to edit the properties of the selected rule.

   The rule property details appear.

2. Select the check box next to each GL allocation you want to remove from the rule, and click Delete.

Remove GL Allocations from Overhead Rules

Follow these steps:

1. Click the GL Account link to edit the properties of the selected overhead rule.

   The rule details page appears.

2. Select the check box next to each time period you want to remove from the rule.
3. Click Delete.