---
schema_version: "1"
id: 708fbf338457c822c095fa1f5f70ca29f2b32f5bf82a52e9c91d5ec91848dabc
title: Define Criteria for Transaction Types
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_general_ledger_account_assignment_rules_criteria.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_general_ledger_account_assignment_rules_criteria.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ff5fddd23c48379445a2f0bd25a97edbae8b63cd91873a8d32c1a67afb464dd6
description: Edit, delete, or define the filter criteria for the transaction type on the general ledger account assignment rule you created.
products:
  - Revenue Cloud
release: "264"
---
# Define Criteria for Transaction Types

Edit, delete, or define the filter criteria for the transaction type on the general ledger account assignment rule you created.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&amp;release=264.0.0&amp;type=5">the Revenue Cloud Billing license</a>. Contact your Salesforce account executive for more information.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d97032e70">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d97032e70 ">To create general ledger account assignment rules and related records:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d97032e70 ">Accounts Receivables Admin permission set</td>

          </tr>
        </tbody>
      </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-revenue-264-0-0-production-enus/91ca99c6-d5c8-4986-b961-c6b7801e0d0d/images/icon_note.png)

Note Use the Edit button or the Define Criteria button on the General Ledger Account Assignment Rule record to add, edit, or delete filter criteria. When you use the Define Criteria button, you must deactivate the related general ledger account assignment rule to save your changes.

1. From the App Launcher, find and select **General Ledger Account Assignment Rules**.
2. Open the General Ledger Account Assignment Rule record that you want to define the criteria for.
3. Click **Define Criteria.**
4. Select a transaction amount field.
    
    The Transaction Amount Field shows the standard and custom currency fields of the transaction type of the general ledger account assignment rule. The value of the selected currency field is used for the credit or debit amounts when the transaction journals are generated.
    
    For General Ledger Account Assignment Rule records created before Summer ’25, the Transaction Amount Field value wasn't preselected. From Summer ’25, you can select a Transaction Amount Field value for the existing General Ledger Account Assignment Rule records.
5. Specify the filter criteria.
    - To filter records that meet all the filter conditions, select **All (AND)**.
    - To filter records that meet any of the filter conditions, select **Any (OR)**.
    - To define custom filter criteria, select **Custom** and enter your custom filter logic. For example, enter (1 AND 2) OR 3).
6. Define the filter conditions based on the fields from the transaction type of the general ledger account assignment rule.
    
    You can define up to 10 conditions and select both custom and standard fields of the data types: currency, date, percent, picklist, number, lookup, and text.
7. Save your work.

For each filter criteria, a billing batch filter criteria record is created. When billing transactions that meet the general ledger account assignment rule and filter criteria are created, then dual transaction journals are created.