CoA Creation: Step Four

The criteria section is where filters identify values from the policy or the activity that must be matched in order to generate the chart of account entry. This should be used when there are multiple chart of account entries for an account.

This section is configured using two business rules. The first is the ChartOfAccountsScreen business rule, which configures the actual (dynamic) fields displayed on the screen. The second is the ChartOfAccountsSpecifications business rule, which is configured with the criteria logic that if met identifies the account to be used for accounting. Both rules need to be configured prior to saving account entry details that will need to use criteria logic. These two rules are described in the Steps to setup Chart Of Accounts Criteria section.

Steps to Select Criteria

1. Select the criteria values from the drop down boxes that must match to a value on the policy or in the activity as configured in ChartOfAccountsSpecifications in order for the entry to be used for accounting.

2. Click Next to advance to Step Five of the CoA Creation Wizard.

Step Four of the CoA Wizard

Criteria Database Tables