Once an apportionment rule has been created, an end user can then proceed to define its operational boundaries through the New Apportionment Rule Detail action button. The opportunity to then allocate payment apportionment rules to specific rent accounts matching this custom criteria is achieved through the configuration of a scheduled task - Cascade Global Apportionment - which will systematically step through each active rule and assign it to the target subset of accounts.
The procedure to define the scope of a payment apportionment rule is as follows:
- Navigate to Quick Menu > Rents > Configuration > Global Apportionment Rules. The Global Apportionment Rule window is displayed, revealing a list of all payment apportionment definitions in the Apportionment Rule summary table.
- Highlight a row matching the apportionment rule to be configured with the desired operational boundaries.
- Click on New Apportionment Rule Detail. The Apportionment Rule Details window is displayed.
- Using the Apportionment order field, enter a positive integer to specify the sequence in which the apportionment rule is processed. The Up and Down arrows are available to increment or decrement the integer, as required
1.
- Where each account linked to the apportionment rule is to be nominated as the one into which payments are channelled, activate the Use Source Account tick box provided.
- Alternatively, using the Destination account type drop-down field, select the classification of account against which a received payment will be matched i.e. the account to which payments will be attributed.
- Using the Apportionment type drop-down field, select the mathematical ratio to be applied to received payments (e.g. Percentage, Fixed Amount, Clear Account, Remaining Balance) and, where applicable, enter the adjacent ratio Amount. The Up and Down arrows are available to increment or decrement the integer, as required.
- Activate the Apply if account clear tick box provided, as required, to preserve the execution of the apportionment rule even for cleared balance accounts.
- Click on Save. The configured scope is displayed in the Apportionment Rule Details summary table.
- Repeat steps 3 through 9 to add further derivation methods to the overarching apportionment rule 2.
Note
1 System validation rules ensure that the assigned Apportionment order value is unique across each defined component within the overarching rule.
2 The centralised management of payment allocations is controlled via the scheduled task Cascade Global Apportionment (located within the Rents module focus area).
See related topics...
Rents configuration management overview
To create a payment apportionment rule for multiple rent accounts
To create a new scheduling timetable
