Posting Rules and Posting Rule Sets

Revenue Management uses posting rules to define the journal entries (transactions) that are posted to an AR ledger. Billing activity in Gotransverse is translated into charge info records during the collector run process. Posting rules are created based on a Posting Rule template and use fields found in charge info records. Gotransverse provides several Posting Rule templates with different rule types.

For example, if you created a posting rule for a payment posting rule would require you to enter a Gotransverse payment charge category ("PMT-Cash"), and a payment type (payment, payment cancel, payment refund, etc.), and the rule would process a journal entry for all charge info records that meet those criteria using the GL accounts selected for the posting rule.

Revenue Management Setup Window - Posting Rules Tab

Once the individual posting rules are configured, a posting rule set is created and those individual rules are assigned to the posting rule set. The posting rule set, rather than individual rules, will then be assigned to the AR ledger, and any transactions created by a rule in an AR ledger's posting rule set will post to that AR ledger.

Posting rules and posting rule sets can be edited. However, you may not be able to change a GL account if the new account is not in the charge on that ledger. A history of changes made to a posting rule or a posting rule set is listed under the History detail tab. To view the history of changes, select the posting rule or posting rule set to view the details, then select the History detail tab.

AR Ledger Posting Rules Sets and Posting Rules Diagram

For information on how to use the Posting Rules API, refer to Posting Rules and Posting Rule Sets on the API 2.0 Help site .

Refer to the following topics for additional information about posting rules and posting rule sets:

Topic updated: 06/2024.