How to Process Chargebacks › Chargeback Rules › Standard Rules › Create Standard Allocation Rule Headers

Create Standard Allocation Rule Headers

The following procedure describes how to create a standard rule header.

Follow these steps:

1. Open Administration, and from Chargebacks, click Standard Rules.

   A list of existing standard rule headers appear.

2. Click New.

   The create standard allocation rule page appears.

3. Enter the following required information:

   Allocation Code

   Defines the unique code used to classify the chargeback (or standard debit) rule. Required.

   Entity

   Defines the entity associated with this chargeback rule. Required.

   User Value 1, User Value 2

   Custom properties. Available for selection only if lookup values have been defined in Studio.

   Charge Code

   Defines the charge code associated with the chargeback rule.

   Input Type

   Defines the input type code associated with the chargeback rule.

   Transaction Class

   Defines the transaction class associated with this transaction rule.

   Charge Remainder to Overhead

   Specifies whether you want to charge any remaining costs to overhead. If you select this option, be sure to define overhead chargeback rules.

   Default: Cleared

   Status Code

   Indicates if the standard rule is available for chargebacks. Required.

   Values:

   • Active. The rule is always considered and may be matched to a transaction when generating invoices.
   • Inactive. The rule is not considered when generating invoices.
   • On Hold. The rule may be considered and matched to a transaction if no active rule can be matched.

4. Save changes and continue adding the GL accounts and the allocation percentage to debit accounts.

More information:

Standard Rules

Modify Standard Rule Header Properties

Define GL Allocations for Standard or Credit Rules