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Transaction Follow Rules Settings

You can override the region, practice or group that a transaction rolls up to on a business record using the configuration options in the Transaction Follow Rules configuration groupA collection of configuration options contained in the configuration groups tab that defines behavior of a FinancialForce PSA object or feature..

Field Description
Group_Tx_Time_Follows Indicates whether time transactions are attached to the group of the business record's resource or the project.
Group_Tx_Revenue_Follows Indicates whether non-expense revenue transactions are attached to the group of the business record's resource or the project.
Group_Tx_Expense_Follows Indicates whether revenue and cost transactions are attached to the group of the business record's resource or the project.
Group_Tx_Cost_Follows Indicates whether non-expense cost transactions are attached to the group of the business record's resource or the project.
Region_Tx_Time_Follows Indicates whether time transactions are attached to the region of the business record's resource or the project.
Region_Tx_Revenue_Follows Indicates whether non-expense revenue transactions are attached to the region of the business record's resource or the project.
Region_Tx_Expense_Follows Indicates whether revenue and cost transactions are attached to the region of the business record's resource or the project.
Region_Tx_Cost_Follows Indicates whether non-expense cost transactions are attached to the region of the business record's resource or the project.
Practice_Tx_Time_Follows Indicates whether time transactions are attached to the practice of the business record's resource or the project.
Practice_Tx_Revenue_Follows Indicates whether non-expense revenue transactions are attached to the practice of the business record's resource or the project.
Practice_Tx_Expense_Follows Indicates whether revenue and cost transactions are attached to the practice of the business record's resource or the project.
Practice_Tx_Cost_Follows Indicates whether non-expense cost transactions are attached to the practice of the business record's resource or the project.

Related Concepts

Configuration Settings

Managing Configuration

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