Payment Trigger Posting Rule Templates

The following table describes each posting rule template, rule type, and description for the Payment trigger category.

Posting Rule Templates and Rule Type

Posting Rule Template	Rule Type	Description
On payments with consolidated transaction types, charge category, optional fields, and foreign exchange	Payment, Refund, Payment Cancel, Payment Partial Cancel, Payment Apply, Payment Reverse	This rule gets triggered for any payment activity for the specified charge categories, charge types, and optional payment method fields. Journal entries for converted ledgers include foreign exchange true ups.

 

 

 

Topic updated: 02/2025.