Copying a Financial Transaction Distribution Rule

Instead of creating a financial transaction distribution rule from scratch, you can create a new financial transaction distribution rule using an existing financial transaction distribution rule. This is possible through copying a financial transaction distribution rule. On copying a financial transaction distribution rule, the details are copied to the new financial transaction distribution rule. You can then edit the details, if required.

Prerequisites

To copy a financial transaction distribution rule, you should have:

  • Financial transaction distribution rule (whose copy you want to create) defined in the application

  • Financial transaction distribution rule business objects defined in the application

Procedure

To copy a financial transaction distribution rule:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select F and then click Financial Transaction Distribution Rule.
    A sub-menu appears.
  3. Click the Search option from the Financial Transaction Distribution Rule sub-menu.
    The Financial Transaction Distribution Rule screen appears.
  4. In the Financial Transaction Distribution Rule List zone, click the Duplicate (The Duplicate Icon) icon in the Duplicate column corresponding to the financial transaction distribution rule whose copy you want to create.

    The Financial Transaction Distribution Rule screen appears. It contains the following section:

    • Main - Used to specify basic details about the financial transaction distribution rule.

    Main - This section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    FT Distribution Rule Used to specify the financial transaction distribution rule. Yes
    Description Used to specify the description of the financial transaction distribution rule. Yes
    Detailed Description Used to specify the additional information about the financial transaction distribution rule. No
    Distribution Method Used to indicate the principle for distributing credit for accounts other than the credit or debit source account. The valid values are:

    • Fee Based

    • Priority Based

    • Weighted Average

    		 Yes
    Distribution Hierarchy Used to indicate the hierarchy of accounts in which the distribution needs to be made. No
    Tip: Alternatively, you can click the Duplicate button in the Financial Transaction Distribution Rule zone to create a copy of the financial transaction distribution rule.
  5. Enter the required details.
  6. Click Save.
    The new financial transaction distribution rule is defined.

Related Topics

For more information on... See...
Financial Transaction Distribution Rule screen Financial Transaction Distribution Rule
Financial Transaction Distribution Rule List zone Financial Transaction Distribution Rule List