Chargebacks › Investment Chargebacks › Edit Debit Rule Properties

Edit Debit Rule Properties

Follow these steps:

1. Open the investment or service.

   The properties page appears.

2. Open the Chargebacks menu and click Debit Rules.

   The debit rules page appears.

3. Click the Properties icon for a debit rule.

   The GL allocations properties main page appears.

4. Edit the following properties as needed:

   Allocation Code

   Defines the unique code used to classify the debit rule for this investment.

   Charge Code

   Defines the charge code associated with the debit rule.

   User Value 1 and User Value 2

   Defines custom properties associated with the debit rule. You can select custom attributes only if lookup values have been defined in Studio.

   Input Type Code

   Defines the input type code associated with the debit rule.

   Transaction Class

   Defines the transaction class associated with the debit rule.

   Status Code

   Indicates if the debit rule is available for chargebacks.

   Values:

   • Active. Indicates that the rule is always considered and can be matched to a transaction when generating invoices.
   • Inactive. Indicates that the rule is not considered when generating invoices.

     On Hold. If no active rule can be matched, the rule can be considered and matched to a transaction.

   Charge Remainder to Overhead

   Indicates whether to charge any remaining costs to overhead. Select this check box to charge any remaining costs to overhead.

5. Save the changes.

More information:

Set Chargeback Options

Create or Edit Investment-specific Debit Rules