Advanced: Override default rule for specific transaction types
Segment specific transaction types differently from the default rule
When configuring a GL segmentation rule, you can optionally configure certain transaction types to be segmented differently than as specified by the default rule. For example, you might want payments to be segmented by Payment Method Type, or taxation to be segmented by Country.
Do the following:
- Select the Advanced: override default rule for specific transaction types checkbox. The Choose Transaction Type drop-down menu is displayed.
- Choose a transaction type from the drop-down menu. A new rule is displayed for that transaction type.
- Add or remove segments by using the icons to the right of the Segment column.
- Click save.
You can add any number of rules for individual transaction types.
If you want a certain transaction type not to be segmented, configure a rule for that transaction type and remove all segments from the rule.
You can only override the Order line Item segments on the default rule for the following transaction types:
- Invoice Item
- Taxation Item
- Credit Memo Item
- Credit Memo Taxation Item
You cannot configure the Order Line Item segments at the default rule level.