Setting Up the Revenue Recognition Trigger Hierarchy for A/R Invoices
Navigate to the Invoice Trigger Hierarchy form.
Use this form to set up a hierarchy of the fields that the system uses when retrieving the trigger configuration records for an invoice.
The system uses the hierarchy to sort the configuration records when comparing to the values of the pay items on the invoice. The system uses the most specific record to determine if the pay item needs to go to the revenue recognition process.
You set up the hierarchies by company and you must set up a default hierarchy for company 00000. You cannot delete the hierarchy setup for company 00000.
You must enter a number between 1 through 5 to sequence the fields. You cannot skip or repeat numbers in the sequence. You can, however, leave fields blank. The system includes these blank fields in the search after those fields that do have sequence numbers, in the order that they appear on the form.
If you enter a sequence number in the Customer Category Code field, you must enter a value in the corresponding Category Code Value field.
- Invoice Document Type Sequencing
Enter a number that indicates the sequencing order of the Invoice Document Type field during A/R invoice trigger configuration and processing.
- Business Unit Sequencing
Enter a number that indicates the sequencing order of the Business Unit field in during A/R invoice trigger configuration and processing.
- Customer Sequencing
Enter a number that indicates the sequencing order of the Customer field during A/R invoice trigger configuration and processing.
- Customer Country Sequencing
Enter a number that indicates the sequencing order of the Customer Country field during A/R invoice trigger configuration and processing.
- Customer Category Code Sequencing
Enter a number that indicates the sequencing order of the Customer Category Code field during A/R invoice trigger configuration and processing.
- Customer Category Code Value
Enter a value that indicates the category code that the system uses from the Customer Master table (F03012). Values are from 1 to 30.