Cost/Revenue Rules

Use Cost/Revenue Rules to automatically assign a Combination Code to cost and revenue lines on forwarding documents.

This setup helps you apply the same classification logic every time, without manually updating each line.

Why use Cost/Revenue Rules

Cost/Revenue Rules are useful when you want to:

• standardize how cost and revenue lines are combined on reports
• reduce manual updates on documents
• make invoicing and reporting more consistent

Before you start

Make sure that the following setup is available:

• a Combination Code
• a Cost/Revenue Rule (FMS)
• a Business Unit Relation with a value in Cost/Revenue Rule (FMS)

If the Business Unit Relation does not contain a Cost/Revenue Rule, no Combination Code is assigned.

Set up a Cost/Revenue Rule

1. Choose the icon, enter Cost/Revenue Rules, and then choose the related link.
2. On the Cost/Revenue Rules page, choose New.
3. Fill in Code and Description.
4. Add one or more rule lines.
5. In each line, set Rule Type to Combination Code Rule.
6. Fill in Comb. Code.
7. Optionally narrow the rule by using:
   • Table Filter (Header)
   • Table Filter (Line)
   • Service No.
   • Service Group
8. Set Priority to control which rule is considered first.

Choose a field to read a short description of the field or link to more information.

To apply Cost/Revenue Rules

Cost/Revenue Rules are applied through a status function.

Configure Apply Cost Revenue Rules in the status flow:

• in the status flow of the document
• in the status flow of the cost/revenue line

Note

In a status flow, use Apply Cost Revenue Rules in codeunit 11173123 (3PL FMS Status Func. Finance), function ID 15, to assign or update Comb. Code values automatically during processing.

The status function supports parameter OVERRIDE:

• leave OVERRIDE empty to only fill empty Comb. Code fields
• fill OVERRIDE (for example with YES) to replace existing Comb. Code values

Example scenario

You work with one customer in multiple business units. Each business unit requires a different Combination Code on lines.

In this case, you can:

1. create separate Cost/Revenue Rules
2. assign each rule in the relevant Business Unit Relation
3. run Apply Cost Revenue Rules during document processing

Result: the line receives the Combination Code that matches the customer/vendor and business unit context.

Best practices

• Start with a small set of clear rules.
• Use Priority to put specific rules before broad rules.
• Re-test rules after setup changes to customers, vendors, services, or business units.