Advanced: Override default rule for specific transaction types
Learn about segmenting 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.
For steps to override the default rule for specific transaction types, refer to Override default rule for specific transaction types.
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.