Create ledger assignment rules

Automate ledger account assignment for a purchase line by relating ledger accounts to a supplier product, product model, product category, spend category, and cost center.

Before you begin

Role required: sn_shop.procurement_administrator

Procedure

1. Open the record of a product category, product model, or supplier product to which you want to add the ledger assignment rules.
2. From the Ledger Assignment Rules related list, select New.
3. On the form, fill in the fields.

   Table 1. Ledger Assignment Rules form

   Field	Description
   Product category	Product category that the ledger assignment rules apply to.
   Spend category	Spend category that the ledger assignment rules apply to.
   Product model	Product model that the ledger assignment rules apply to.
   Supplier product	Supplier category that the ledger assignment rules apply to.
   Applies to specific cost center	Controls if general ledger accounts are used for one or more specific cost centers.
   Cost center	Add cost centers. This field is visible only if the Applies to specific cost center check box is selected.
   Applies to child product categories	Controls if general ledger accounts are used for one or more child product categories.
   Child product categories	Add child product categories. This field is visible only if the Applies to child product categories check box is selected.
   Applies to child spend categories	Controls if general ledger accounts are used for one or more child spend categories.
   Child spend categories	Add child spend categories. This field is visible only if the Applies to child spend categories check box is selected.
   Capex account	Ledger account to post the capital expenses of this product after the purchase completion.
   Expense account	Ledger account to post the operational expenses of this product after the purchase completion.
   Pre-paid account	Ledger account to post the purchase expenses of this product after the purchase completion.

4. Select Submit.