Chargebacks › Investment Chargebacks › Set Chargeback Options

Set Chargeback Options

Chargeback options determine how and when charges are generated during invoicing. You must set up chargeback options to process chargebacks.

Chargeback type determines whether an investment-defined rule or a standard debit rule is matched to transactions during financial processing.

Bill Expense identifies how costs are booked. It is also used to match with transactions to determine if investment costs are invoiced. Suppose your company has a policy to charge back only investments that are considered capital expenses. Suppose further that you manage e-mail servers. Servers and other mission-critical hardware are considered by company policy to be depreciable and are handled differently during transaction processing. Any capital expense transactions that are processed against your e-mail servers will be ignored and not charged back.

To set chargeback options

  1. Open an investment or service.

    The properties page appears.

  2. Click the Chargebacks tab.
  3. Click the Options subtab.

    The Chargebacks: Options page appears.

  4. To enable chargebacks, select a chargeback type:
    Standard

    The investment or service charges the cost back to departments based on a standard, globally available debit rule. The finance manager or CA Clarity PPM administrator sets up standard chargeback rules.

    Note: See the Administration Guide for more information.

    Investment

    The investment or service charges costs back to departments based on a debit rule defined specifically for this investment or service. Investment and service managers set up debit rules for their investments or services.

    Important! You must select a chargeback type to generate invoices for matched transactions.

  5. Select a bill expense type to indicate how costs are accounted for and whether they are considered for invoicing when transactions are processed:
  6. Save changes.

More information:

Investment-specific Debit Rules