Chargebacks › Chargeback Rules › Credit Rules › Create Credit Rule Headers

Create Credit Rule Headers

Follow these steps:

1. Open Administration, and from Chargebacks, click Credit Rules.

   A list of existing rule headers appears.

2. Click New.

   The create page appears.

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 changes and continue adding the GL accounts and allocation percentage credited.

More information:

Edit the Properties of Credit Rule Headers

GL Allocations for Standard or Credit Rules

Add GL Accounts and Define Allocations

Credit Rules

Chargeback Rules