Chargebacks › Chargeback Rules › Standard Rules › Modify Standard Rule Header Properties

Modify Standard Rule Header Properties

To delete a standard rule, select the rule and click Delete.

Follow these steps:

1. Click the Allocation Code link for the selected standard rule header.

   The standard rule properties details appear.

2. Open the Properties menu and click Main.

   The main properties appear.

3. Edit the following properties:

   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.

   See the Studio Developer’s Guide for more information.

   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 the changes.

More information:

Standard Rules

Create Standard Allocation Rule Headers