Grouping
Use
In the clearing step, you group the grouping characteristics that you have defined in the grouping string. You can use a maximum of 5 grouping characteristics. Items that match in terms of their grouping characteristics are put together in a group, balanced and then paid, according to the settings in clearing control.
Example
Grouping: Contract account (VKONT), insurance object (VTREF)
Insurance object 2020 is assigned to contract account 4711. 4 premiums of 1000 EUR are due for the insurance object. Group result: 4000 EUR.
Insurance objects 2021 and 2022 are assigned to contract account 4712. Two premiums of 1000 EUR are due for insurance object 2021, and one premium of 1000 EUR is due for insurance object 2022. Group result for 2021: 2000 EUR; group result for 2022: 1000 EUR.
Grouping: VKONT
Insurance objects 2021 and 2022 are assigned to contract account 4712. Two premiums of 1000 EUR are due for insurance object 2021, and one premium of 1000 EUR is due for insurance object 2022. Group result for 4712: 3000 EUR.
Grouping: HVORG, VTREF, document (OPBEL)
Insurance object 2020 is assigned to contract account 4711. 4 premiums of 1000 EUR are due for the insurance object. Group result: 4 groups of 1000 EUR.