1. Implementing Subscription Management
  2. Define AutoAccounting Rules

Define AutoAccounting Rules

Define AutoAccounting to specify how to determine the default general ledger accounts for transactions that you enter manually or import using AutoInvoice.

You must define AutoAccounting before you can enter transactions in Receivables. When you enter or update transactions, you can override the default general ledger accounts that AutoAccounting creates.

  1. In your implementation project, navigate to Define Subscriptions > Define Customer Billing Configuration for Subscription Management and open the Manage AutoAccounting Rules task.

  2. Click the Create icon.

  3. Select your business unit and account type.

  4. Click Done.

  5. Select the business unit. In the Segments region, select the appropriate value source and constant value.