Accounting Rule Detail

On this page, those with access can view/update details for an accounting rule. You are also navigated to this page when you click Create new rule on the Accounting Rules page.

You can configure the following:

• Name: The name of the accounting rule

• Description

• Account code: The account code to automatically add to work order the meet specified criteria for the rule

• Finance code 1: The finance code to automatically add for Finance code 1 on work orders that meet specified criteria for the rule

• Finance code 2: The finance code to automatically add for Finance code 2 on work orders that meet specified criteria for the rule

• Finance code 3: The finance code to automatically add for Finance code 3 on work orders that meet specified criteria for the rule

• Rule priority: Determines the order in which the rule runs in relation to other accounting rules

  You can set the value between 1 and 99. Priority is given to the lower value.

• Status: Determines whether the rule is active or inactive

Rule builder

When you create a new accounting rule, the Rule builder sets the criteria by which account codes or finance codes are automatically added to work orders. You can have multiple entries for each rule.

1. Click the plus sign button.

2. Select a Criteria Value from the menu that appears. Options include:

   • Asset category

   • Asset condition

   • Asset type

   • Client

   • Escalation reason
   • Flagged conditions
   • Location
   • Organization
   • Problem type
   • Provider type
   • Service provider
   • Site
   • Site attribute
   • Site occupation
   • Site operation
   • Site type
   • Work order billing type
   • Work order type

3. Click Edit.

4. Select the names, codes, or values from within the Criteria Value to add as Saved Values.

   You can select any or all of the items configured for the Criteria Value, such as particular clients if you select Client for the Criteria Value

5. Click Select.

   Your selections appear as Saved Values for the Criteria Value. When work order info matches your selections, the specified account code or problem codes are automatically applied to the work order.