Question

GL Automatic Posting Rules

  • 3 May 2020
  • 1 reply
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Userlevel 2
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Hello,

Is there any documentation about how to set up & use GL Automatic Posting Rules. Highly appreciate any guidance, suggestions, tips on how to set up system to create transactions automatically on the basis of an original transaction.


1 reply

Userlevel 2
Badge +8

Hello roshanF

 

Automatic Posting Rule is simple to set up and the IFS online documentation is a fairly good help to guide you through.

 

Without more specific information on the system version and the kind of automatic posting you are thinkg about, here’s a rough idea on whats ahead.

 

You need to define the criteria based on which the system will create new posting. In App 9 this is done under the Automatic Posting Rule tab.

 

You also need to define what the new posting will be like. I.e. which accounts and other code strings are used for the credit and debit posting, and whether the amounts are full or portion of the original amount.

 

If you have a more specific case, feel free to share it.

 

Best regards,

Lauri

 

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