Chart of Accounts Criteria

The Chart of Accounts Criteria business rule is a system rule that is located in the Global Explorer tab in the Business Rules | System folder. This business rule is used to filter or pinpoint the account/account entry details where the accounting should be performed, since a transaction can have more than one account and account entry details. Multiple suspense accounts can also exist, which in turn can have multiple account entry details.

Using this business rule, criteria information for each (dynamic) field on the ChartOfAccountsScreen business rule can be defined.

For additional information on the configuration of this rule, refer to Steps to Set-up CoA Criteria.

Please see the V9 XML Configuration topic in this help system for a list of all elements, attributes and values needed for configuration. View Business Rules | System Rules | ChartofAccountsCriteria.