Attach filter rule to transaction line

Filter rules allow you to code a transaction line differently depending on the company unit or other filter dimensions. It is an effective alternative to creating a completely new Spend Wizard for each company unit.

To attach a filter rule to a transaction coding line:

1. Click to the right of the hyperlink (form) you want to configure coding for.

   Another view of the Module - Spend Wizard screen appears, showing you any components currently part of your form.

2. Click the Coding link at the top of the screen.

   A coding configuration view of the Module - Spend Wizard screen appears.

3. Click the New link below the existing filter rules.

   The Insert New Filter Rule window appears.

4. Use the following field descriptions to enter the required information:

   Field	Description
   Company Unit	A drop-down list that determines the company unit this component will display for.
   Account Issuer	A drop-down list that determines which account issuer this component will display for.
   Account Type	A drop-down list that determines which account type this component will display for, eg. corporate card, requisitions card or all types.
   Issuer Type	A drop-down list that determines which issuer type this component will display for.
   Billing Currency	A drop-down list that determines which billing currency this component will display for.
   Source Currency	A drop-down list that determines which source currency this component will display for.
   Home Country	A drop-down list that determines the home country of the employee this component will display for. This option is of main use for companies with base operations in currency regions such as the EU. Otherwise, it is recommended to use billing/source currency filters.
   Source Country	A drop-down list that determines the country of the transaction supplier this component will display for. This is the physical country of the supplier and is of main use for companies with base operations in currency regions such as the EU. Otherwise, it is recommended to use billing/source currency filters.
   Primary Trip Purpose	A drop-down list that determines what trip purpose this component will display for.
   Traveller Type	A drop-down list that determines what traveller type the component will display for.
   Region	A drop-down list that determines which travel region the component will display for.

5. Click Save.

   The new filter rule appears under the existing filter rules for the transaction line.

6. Against each coding split, specify different account code defaults, as well as tax codes if required.