Investment-specific Debit Rules

Investment-specific debit rules determine how much of the total cost each consuming department is charged for investments or services.

The amount debited to consumer departments does not need to equal 100 percent of the costs if you charge remaining costs to overhead. Your finance manager is responsible for setting up any standard, credit, or overhead rules, and for ensuring that debits and credits equal.

Note: See the Administration Guide for more information.

On the Chargebacks page, you can view a list of any debit rules defined for the investment or service. From this page, you can drill-down and view, add, or update GL allocations for the selected debit rule.

More information:

Create or Edit Investment-specific Debit Rules

Create or Edit GL Allocations