Documentation Index

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Configure accrual processes

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To manage your accrual processes, configure the records that define the company's accrual activities.

First, define the general setup, such as default settings and values that can be assigned to master records. Perform this general setup once during the initial implementation.

You must also identify and register accrual plan information on a periodic or daily basis. Set up each accrual plan as an accrual plan card that holds master data defining the rules and values that apply to the accrual plan.

The following table describes a sequence of activities, with links to the topics that describe them. These activities are listed in the order in which they are generally performed.

To

See

Configure general rules about accrual processing, how values are posted, and which document number series to use.

Set up general accrual rules and values

Enter information about new accrual plans to define how to handle accrual processes with sales and purchase documents.

Create accrual plans