GL Segmentation rules: Activation and deactivation
Activate or deactivate GL segmentation rules
To activate or deactivate a GL segmentation rule, select Activate or Deactivate to the right of the rule.
You can only have one active GL segmentation rule at a time.
- If there is an active GL segmentation rule, the rule is used automatically when you perform journal runs.
- If there is no active GL segmentation rule, no rule is used when you perform journal runs.
Deactivating a GL segmentation rule prevents the rule from being used in future journal runs. However, the rule will not be removed from existing journal runs or summary journal entries. You can activate the rule again at a later date.
Making changes to a GL Segmentation rule
Zuora recommends that if you want to make changes to a GL segmentation rule that has already been used in a journal run or summary journal entries, you deactivate the rule and then create and activate a new rule. This is much easier than editing the existing GL segmentation rule. In order to edit an existing rule, you would first need to cancel and delete any journal runs or summary journal entries associated with it.
Edit GL Segmentation rules
Do the following:
- Click edit to the right of the rule.
- Add or remove segments using the icons to the right of the Segment column.
- Click save.
If you want to edit a GL segmentation rule that has already been used by a journal run or summary journal entries, you must first cancel and delete the journal run and summary journal entries.
Delete GL Segmentation rules
To delete a GL segmentation rule, click Remove to the right of the rule.
If you want to delete a GL segmentation rule that has already been used by a journal run or summary journal entries, you must first cancel and delete the journal run and summary journal entries.