The procedure to define a financial posting rule is as follows:
- Navigate to Quick Menu > System > Configuration > Financial Posting. The Financial Posting Map Details window is displayed.
- Click on Definition. The Definition tab is activated.
- Expand a module and linked transaction type from the alphabetical list and select an associated financial posting map definition or type its name into the Search Posting Map Definition field. By default the list is filtered to show Current definitions. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All
1.
- Select the row in the Rules summary table matching the rule to be deleted.
- Click on Delete Rule. The rule is removed from the Rules summary table
2.
Note
1 The Search Posting Map Definition field will match against any element of the definition description.
2 Any financial posting rule deleted in error can simply be re-added.
See related topics...
To define a financial posting rule
To add a financial posting definition
To create a financial posting map
Financial posting management overview