Rule data entry

Rule icon The Rule – Data Entry dialog contains the details of a single entry in the Rule list. The fields on the General tab define the conditions that trigger the rule and the action to be taken.

Label is a descriptive name for the rule to aid in searching.

Type: Usually 'Transaction.'

Subtype: Describes the ruleʼs main function; see Types of rule.

Name: Some types of rule can have identifying names; for example, a pair of shipping rules might be named 'Winter' and 'Summer.'

String: Transaction rules work by inspecting a specific data field (the Field to Compare). If it contains the defined String to Compare, the rule takes effect. In practice, the fields most often used are customer.shipstate (i.e., the State field on the Shipping tab of the Customer record) and customer.pickuplocation.

Equals Value specifies the type and amount of the charge to be applied to the transaction. The value may be a specific amount, or a percentage.

For S&H and Shipping rules, the Equals Ship Type fields let you choose a shipper and ship method ('Ground,' 'Next Day,' etc.) and indicate whether the delivery address is a residence.

Note: This section of the dialog changes according to the ruleʼs Subtype: for example, 'Promo Discount' rules let you specify start and finish dates for the promotion.

The Informative Data fields provide information on the shipping destination or pickup location; they are used when creating Sales tax rules. The QuickBooks Accounting and Tax Categories tabs are also used for sales tax rules.

For Package Discount rules, the third tab is relabeled Discount Classes by Category.

Related topics:

Using rules

Rule data entry

Updating rule data