Chargeback Administration › Chargeback Rules › Standard Rule Headers › Modify Standard Rule Header Properties

Modify Standard Rule Header Properties

To modify the properties of a standard rule header

1. Select Standard Rules from the Chargebacks menu.

   A list of rule headers appear on the Standard Rule page.

2. Select the Allocation Code link to edit the properties of the selected header.

   The Standard Rule: Properties - Details page appears.

3. Click the Main subtab.

   The Standard Rule: Properties - Main page appears.

4. Edit the following properties as needed:

   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.

   Utility Code 1, Utility Code 2

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

   Note: Contact your CA Clarity PPM administrator or see the Studio Developer's Guide for more information.

   Charge Code

   Defines the charge code.

   Input Type Code

   Defines the input type code.

   Transaction Class

   Defines the transaction class.

   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.

5. Submit your changes.