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GL Allocation and Resource Credit Properties

Properties view lets you define base information about chargeback rules, such as debit, standard, overhead, and credit rules. To view chargeback properties, open a debit rule of an investment or navigate to Administration and open a standard, overhead, or credit rule. The Properties page appears by default.

GL Allocation Debit Rules

This page includes: Chargeback Description, Charge Code, Transaction Class, Input Type Code, User Value 1, User Value 2, Status, Allocation Code, and Charge Remainder to Overhead check box.

Standard Rules

This page includes: Chargeback Description, Entity, Charge Code, Transaction Class, Input Type Code, User Value 1, User Value 2, Status, Allocation Code, and Charge Remainder to Overhead check box.

Resource Credit Rules

This page includes: Credit Rule Description, Entity, Department, Location, Transaction Class, Resource Class, Status, and Resource Credit Code.

Debit Rule Details

This page includes: GL Account and Department.

Standard Rule Details

This page includes: GL Account and Department.

Resource Credit Rule Details

This page includes: GL Account and Department.

Overhead Rule Details

This page includes: GL Account, Entity, and Department.