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Defining accounting step rules

Updated on June 22, 2022

Accounting step rules define which debit and credit transactions make up an accounting entry.

There are three accounting step rule classes, organized by the type of accounting steps:
  • Rule-PegaAcct-Financial-Adjustment: for an adjustment
  • Rule-PegaAcct-Financial-Payable: for a payable suspense
  • Rule-PegaAcct-Financial-Receivable: for a receivable suspense

The classes share the same class structure (including the key structure) and are used in identical ways to create the information in an accounting step. The key consists of the work object class for which accounting is being processed, an accounting action (different for a suspense transaction versus an adjustment transaction), and a type that specifies a name for the particular rule.

Pega Smart Dispute for Acquirers Implementation Guide
Use this procedure to define accounting step rules.
  1. Optional: Download the Accounting step rules spreadsheet from the Smart Dispute for Acquirers product page.
  2. Plan the step rules with the bank.
    The actual configuration of the step rules will take place in the Setting up account step rules task.

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