Configuration management > Line item coding - automatic

Line item coding - automatic

When enabled, the Line Item Coding - Automatic option instructs Spend Dynamics to automatically split a transaction according to the items of enhanced data received from the issuer. If the enhanced data balances with (adds up to) the transaction's total amount, it displays the data as separate coding line items. If the sum of the enhanced data and the transaction's total amount don't match, Spend Dynamics splits the transaction into 2 lines: a tax line and net of tax line.

For the Line Item Coding - Automatic option to appear, you must have the administrator rights Admin - Instance Configuration and Admin - Enable Line Item Coding.

Note: You can set the default codes for the tax, freight and discount components of each enhanced data line item by creating a default coding rule.

To enable Spend Dynamics to automatically split a transaction according to the items of enhanced data:

1. From the main menu, select Administration > Configuration Management > Company Settings.

   The Configuration Management screen appears.

2. Click Line Item Coding - Automatic.
3. To enable the automatic splitting for:
   • all issuer account types, select the All check box.
   • corporate cards only, select the Purchasing Card check box.