Creating payment routing rules

Payment routing rules are used to assign an approval process to cash ledger payments using a custom group.

  1. Select Payment Routing Rules.
  2. Click Create.
  3. Specify the name and description for the rule.
  4. Specify this information:
    Payment Routing Rule
    Select a custom group for the payment routing rule.
    Approval Code
    Specify the approval code for the payment routing rule.
  5. Click Save.
    Cash Ledger Payment Approval Levels tab is available.

    See Creating approval codes and levels.