This documentation supports the 20.08 version of Remedy IT Service Management Suite, which is available only to BMC Helix subscribers (SaaS).

To view an earlier version, select the version from the Product version menu.

Working with finance rules

Finance rules specify which cost centers to use for automatic costs and the method used for automatically calculating costs.

To create finance rules

  1. From the Application Administration Console, click the Custom Configuration tab.
  2. From the Application Settings list, choose Foundation > Costing > Finance Rules, and then click Open. The Configure Finance Rules form is displayed.

  3. Click the New button in a browser to create a finance rule.


    You can also create a finance rule from an existing rule. First, click the search icon in the toolbar. Then, enter any search criteria and click Search. Select a finance rule on which to base the new finance rule.

  4. In the Company field, select a company, or select Global to apply the finance rule to all companies.
  5. In the Cost Category field, select a cost category for the finance rule. For example, select Training.
  6. In the Cost Rate Template Use field, select whether to use product categories, organizational categories, or groups to match costs. For example, select Calbro Software.
  7. In the Actual Cost Calculated By field, select one of the following items:
    • Time in WIP adds the actual effort cost log entries to calculate the actual cost.
    • Start-Stop Clock uses the value from the start/stop total time.
    • Manually Entered uses the value that is manually entered on the Finance tab of BMC Remedy ITSM forms.
  8. Select a status and modify the description for the finance rule.
  9. Optionally, select a cost center code for the finance rule.
  10. Click Save.

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