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How write off thresholds work

Updated on January 18, 2022

Two write-off thresholds are used:

  • On Entry
  • On Lower

On Entry

The FinWriteOffOnEntry flow determines the write-off threshold by using the map value rule, which is specified as a parameter to the flow. The default MapValue rule is FinWriteOffOnEntry and is set to $50.

The flow uses the FinWriteOffEvaluate activity which calls the FinGetWriteOffThreshold activity to get the threshold amount. The activities then use the map value to return the threshold amount which is based on the input of a BankNumber located in the work object property .InternalBank. All the rules are at the work object class.

If the Amount property, also passed in as a parameter, is less than the threshold amount then it processes an Adjustment step rule named in the StepRule parameter with an action of Writeoff. To enable this function, you must create an Adjustment step rule in your work object class (or parent) with an action of WriteOff and a type that matches the value passed to the WriteOff on Entry Flow.

Add this flow to your workflows for financial cases, which require this functionality.

On Lower

As part of posting in the FinWriteOffAfterPosting flow, either after a lower or partial offset, the FinWriteOffOnLower flow is executed and it uses the FinWriteOffOnLower map value which is set to

$20, and checks if the remaining suspense balance is below the threshold in the map value rule. If the balance is below the threshold, then it processes either a specific Payable or Receivable step rule of action WriteOff. The step rules are named either WriteOffPayable or WriteOffReceivable which are pre-defined step rules. These rules use the symbolic name for Chart of Account lookups of WriteOff, and either Payable or Receivable. Either of these values must exist in the Chart of Account map value called FinChartOfAccts or you should modify these step rules to reference the correct symbolic name for your accounts.

This functionality is a part of the standard posting process and is a functionality that is automatically on for suspense accounting. You should ensure that the configuration for referencing the Chart of Accounts is correct.

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