Published at: 2026-09-17
Configure settlement sources
Settlement source settings let Settlement Forms reference business sources and control how source fields appear in the Settlement Form layout.
Before you start
- Create a lookup relationship field for the source object in Settlement Form Details.
- Identify the source objects to add and their field mappings.
Procedure
- Go to Setup > Business Rule Management > Receivable and Payable Management > Settlement Source Settings.
- Click Add Source.
- Select a Source Object and configure the field mappings.
- Click Save to save the settlement source settings.
- Open the new Settlement Form layout.
- Adjust the visibility and sort order of the source fields.
- Click Save to save the layout.
Verification results
Create a Settlement Form and confirm that the configured source is visible, source fields are carried into the Settlement Form correctly, and the source can continue to be used to create an Account Receivable Bill for settlement.
[!NOTE] Settlement source settings do not replace the settlement amount entry in Settlement Form Details. Settlement Amount remains required system data when you create an Account Receivable Bill from a Settlement Form.