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Edit the Properties of Credit Rule Headers

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

Follow these steps:

  1. Click the Resource Credit Code link for the selected credit rule header.

    The credit rules properties details appear.

  2. Open the Properties menu and click Main.

    The main properties appear.

  3. Complete the following fields:
    Resource Credit Code

    Defines the unique code used to classify the credit rule.

    Status Code

    Indicates if the credit rule is active, inactive, or on hold.

    Entity

    Defines the entity associated with the department receiving the credit.

    Location

    Defines the location associated with the department receiving the credit.

    Department

    Defines the department receiving the credit.

    Resource Class

    Defines a resource class associated with the credit rule.

    Transaction Class

    Defines the transaction class associated with the credit rule.

  4. Save the changes.