CoA Creation:  Step Four 

The criteria section is where you identify the criteria selections that must match in a transaction or suspense configuration in order for a specific entry to be used for accounting.  This should be used when there are multiple chart of account entries for an account.  
 

This section is configured using two business rules, the ChartOfAccountsScreen business rule, which configures the actual (dynamic) fields displayed on the screen, and the ChartOfAccountsCriteria business rule, which is configured with the criteria logic that if met identifies the account to be used for accounting.  Both rules need to be configured prior to saving account entry details that will need to use criteria logic.  These two rules are described in the Steps to setup Chart Of Accounts Criteria section.

Steps to Select Criteria

1. Select the criteria values from the drop down boxes that must match in your transaction or suspense configuration in order for the entry to be used for accounting.

2. Click Next to advance to Step Five of the CoA Creation Wizard.

Criteria Database Tables