Earnings Credit Rate Eligibility

The Earnings Credit Rate Eligibility zone allows you to add earnings credit rate eligibility for each account in the system.

This zone contains the following fields:

Field Name Field Description Mandatory (Yes or No)
Earnings Credit Rate ID Displays the earnings credit rate ID. Not applicable
Account ID

Used to search for a particular account.

Note: The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Account Search window appears.
Yes
Earnings Credit Rate Eligible Used to define whether an earned credit rate can be calculated and created for the account or not. No
Offset Eligibility Used to define whether the credit or debit amount on the financial transaction distribution object can be offset against the source account, other accounts of the source customer, or against the accounts identified in the distribution hierarchy. No
Offset Distribution Type Used to search the financial transaction distribution type which would be used to offset the credit or debit amount from another account. If this field is left blank, then the financial transaction distribution type for the earning credit rate source account will be used.
Note:

This field is enabled when the Offset Eligibility check box is selected. This field is enabled when the Offset Eligibility check box is selected.

The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Financial Transaction Offset Distribution Type FK Search window appears.

No
Account Distribution Priority Used to indicate the priority in which the account should be considered while distributing the credit or debit amount on the financial transaction distribution object. No
Expiration Cycle Used to indicate the expiration cycle for the account. Yes

Related Topics

For more information on... See...
How to define earnings credit rate eligibility for an account Defining Earnings Credit Rate Eligibility for an Account