Defining a Characteristic for an Accrual Type

Prerequisites

To define a characteristic for an accrual type, you should have:

  • Characteristic types defined in the application (where the characteristic entity is set to Accrual Type)

Procedure

To define a characteristic for an accrual type:

  1. Ensure that the Characteristics section is expanded in the Accrual Type screen when you are defining, editing, or copying an Accrual Type.
    The Characteristics section contains the following fields in a grid:
    Fields Name Fields Description Mandatory (Yes or No)
    Effective Date Used to specify the date from when the characteristic is effective for the accrual type. Yes (Conditional)
    Note: This field is required while defining a characteristic for an accrual type.
    Characteristic Type Used to indicate the characteristic type.
    Note: The list includes only those characteristic types where the characteristic entity is set to Accrual Type.
    Yes (Conditional)
    Note: This field is required while defining a characteristic for an accrual type.
    Characteristic Value Used to specify the value of the characteristic type.
    Note:

    On selecting a predefined characteristic type, the Search (The Search Icon) icon appears corresponding to the Characteristic Value field. On clicking the Search (The Search Icon) icon, you can search for a predefined characteristic value.

    On specifying the characteristic value, the description of the characteristic value appears corresponding to the Characteristic Value field.

    By default, the Characteristic Value field is disabled. It is enabled only when you select a predefined characteristic type from the Characteristic Type field.

    Yes (Conditional)
    Note: This field is required while defining a characteristic for an accrual type.
  2. Enter the required details in the Characteristics section.
  3. If you want to define more than one characteristic for the accrual type, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a characteristic from the accrual type, click the Delete (The Delete Icon) icon corresponding to the characteristic.
  4. Click Save.
    The characteristic is defined for the accrual type.

Related Topics

For more information on... See...
How to define an accrual type Defining an Accrual Type
How to edit an accrual type Editing an Accrual Type
How to copy an accrual type Copying an Accrual Type