Documentation Index

Fetch the complete documentation index at: https://docs.staedean.com/llms.txt

Use this file to discover all available pages before exploring further.

Set up plan groups

  • Published on Jun 25, 2026
  • 1 minute(s) read
Prev Next

Plan groups are a collection of records that you group together and assign to accrual plans. For example, you can have an accrual group comprising customer records. You can then assign this customer accrual group to a sales accrual plan. When a sales transaction is created for a group member, the accrual plan is applied to the transaction (provided the sales transaction meets other criteria established on 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

Define groups of related customers to assign to sales accrual plans.

Set up customer accrual groups

Define groups of related vendors to assign to purchase accrual plans.

Set up vendor accrual groups

Define groups of related items to assign to accrual plans.

Set up item accrual groups

Define groups of related records for accrual plans that require more than one payment account.

Set up accrual payment groups