Distribution Rule - Main

To set up a distribution rule, navigate to Admin > Financial > Distribution Rule > Add.

Description of Page

Enter a unique Distribution Rule and Description for the distribution rule.

Provide a short and unique Distribution Rule Label to be used as rule's name throughout the system.

Characteristic Type defines the type of entity whose balance is relieved by the payment(s) this rule creates. For example, if this rule targets payments(s) towards a specific service agreement, you'd reference a characteristic that its value identifies a service agreement. We use the term "rule value" for the characteristic value.