Charge Account Distributions
Use this function to divide the charge revenue for a specific charge code among multiple accounts.
- Required?
- If you do not set up charge account distribution records, the system will distribute 100% of the charge revenue to the default account identified on the charge code record.
- Prerequisites
-
- Facility. Charge Account Distributions are facility-specific.
- Charge Codes. You configure distributions by charge code; if you are using any custom charge codes, make sure you create those before you attempt to set up distribution information.
- Bill Groups (if applicable). You can optionally restrict distribution information by bill group.
- Corporations. You must set up each corporation/department/account that you plan to use for revenue distribution.
- Additional Information
- Charge account distribution records consist of a header record and
multiple detail records. The header record identifies when the account
distribution information should be used. When charges accrue for the specified
facility, customer, bill to customer, and bill group, the account distribution
in the details will be used.
The detail records identify the accounts and the percentage of revenue to be distributed to each account.
Header Fields
- Facility
- The facility in which the charges are accrued.
- Charge Code
- The charge code revenue being distributed.
- Customer/Bill To/Bill Group
- Optionally, the customer, bill to customer, and/or bill group values associated with this distribution. The system will only use this distribution information for charges that match these values.
Detail Fields
- Percent
- The percentage of revenue to be distributed to this account.
- Corporation/ Department/Account
- The corporation/department/account number to which revenue should be distributed.
- Deferred Flag
- Not used.