Booking rules

A booking rule defines how an incoming document is posted – depending on business partner, payment method, tax code and further criteria. This turns a recognised incoming invoice into a correctly assigned posting.

What is this for?

• Control postings depending on the business partner and further attributes.
• Define recurring account assignments once instead of entering them every time.
• Use amount limits to control up to which value posting happens automatically.

How to set it up

1. Create the rule and assign the business partner it applies to.
2. Restrict by pay method, tax code and delivery scenario where needed.
3. Define the rule columns via columns and reorder them with up / down.
4. Set when the rule applies under check on and activate the record.

Fields of the form

Captions taken from the "Book rules" form (table @NCSBOOKRULES).

Field	Meaning
Code	Unique key of the record.
Description	Descriptive name of the record.
Business partner	Business partner the rule applies to.
Business partner group
Pay method	Payment method as an additional criterion.
Check on	Point in time or event when the rule is evaluated.
Active	Enables the record. Only active records are evaluated.
Tax code	Tax code applied or checked.
Delivery scenario	Delivery scenario as a further criterion.
Confidential	Marks the rule as confidential.
Columns	Opens the column definition of the rule.

Related settings

Code	Name	Type	Default
ECMBOOKLIMITITEM	Amount limit for automatic booking of item documents	Decimal	0,00
ECMBOOKLIMITSERVICE	Amount limit for automatic booking of service documents	Decimal	0,00

Every other setting is listed in the full reference.