Walkthrough: Create condition ledger entries from history

When you setup a Rule for a periodic condition, the program already creates Condition Ledger Entries when documents (where that rule is applicable) are posted. In the Settlement of such a condition, these entries are the basis for the suggested amounts to settle with your customers and vendors. There can be circumstances where the period for your periodical condition has already started. Documents are already posted, but you still want to be able to apply the rule. Some examples:

• You were still negotiating an agreement with your customer or vendor at the beginning of the period.
• The rule was not certified at the beginning or during the period.
• A customer, vendor or item was not included in the correct classification or group.

For all these cases, you can use the Condition Journal to create the missing Condition Ledger Entries:

1. Select the Search icon , enter Condition Journal, and then choose the related link.
2. Choose the Suggest Periodic based on history action.
3. On the Suggest Periodic based on history page, fill in the fields as necessary. Hover over a field to read a short description.
4. Select OK.
5. Choose the Post action to create the condition ledger entries.