Creating processing rule groups

After creating the processing rules, the rules are prioritized together on a processing rule group. The processing rule group is then assigned to the Cash account.

  1. Select Application Administration > Financials > Cash > Statement Processing Setup.
  2. In the Processing panel, click Processing Rules Group.
  3. Click Create.
  4. Specify a Processing Rule Group name and Description.
  5. Click Save.
  6. After the processing rule group header is created, select the processing rule section to group and prioritize the processing rule groups.
    1. If another priority is required, then modify the priority number. The rules are run in priority order.
    2. Click the Helper List button to select the Processing Rule. The yellow alert icon is shown on the rules that have not been used on any Processing Rule Groups.