Modifying rule versions

  1. Select BPA Designer > Rules.
  2. Click the Version hyperlink for a rule record.

    The Rule Version page is displayed.

    Note: Input document date definition is required to access the Version hyperlink.
  3. To update setup field values, select a rule version.
  4. Modify this information:
    Description
    Specify a description of the rule version.
    Document Attribute
    Optionally, select an attribute of the originating document, which indicates the ID of the referenced document. This is used to associate with the Reference Attribute. This dynamic list displays the attributes flagged as Document Reference associated to the selected Document or Input Document.
    Reference Document
    Select the document that is referenced by the originating document. This contains the information needed to create the output document. This list is dynamic. For accounting framework integration, it displays registered transactional BODs. For flexible output integration, registered master data and transactional BODs are shown.
    Reference Attribute
    Select the ID attribute of the reference document defined above. This dynamic list displays attributes flagged as Document Reference associated to the selected Reference Document.
    Effectivity Date
    Set the earliest date value of an input business document for which the rule version applies.
    Receiver Accounting Book
    This field is available only for accounting framework integration. Optionally, select the accounting book to where the journal will be posted. This list is dynamic. If there are accounting books associated to the rule Receiver Entity, the accounting books are displayed in the list. Also, if there are accounting books with the same logical ID as that of the Receiver Entity, the accounting books are displayed with an asterisk prefix.
    Receiver Location Type
    This field is available only for accounting framework integration. Optionally, select the desired location type. This list is dynamic. If there are location types associated to the rule Receiver Entity, the location types are displayed in the list. Also, if there are location types with the same logical ID as that of the Receiver Entity, the location types are displayed with an asterisk prefix.
    Receiver Location

    This field is available only for accounting framework integration. Optionally, select the desired location that will be indicated in the output SourceSystemJournalEntry business document. This list is dynamic. If there are locations associated to the rule Receiver Entity, the locations are displayed in the list. Also, if there are locations with the same logical ID as that of the Receiver Entity, the locations are displayed with an asterisk prefix.

    For IGFC CE, the tenant value is also used to associate accounting books, location types, and locations to the Receiver Entity.

    Split Mapping
    Optionally, select the desired BOD registration where a splitting attribute field is mapped. This dynamic list displays BOD registration of the rule output document.
    Split Attribute
    Select the desired attribute that will be used as a basis for splitting the output business document. This dynamic list displays the attributes associated to the selected BOD registration.
  5. Click Save.
  6. To update the rule versions for other configurations, perform the steps described in these topics, within the Rule Version page:

    You can also perform the updates in the Rules page. However, modifications from this page apply only to the latest rule version. Modifications apply to all rule versions when you change the values in these fields:

    • Sender and Receiver Accounting Entity
    • Input and Output Document
    • Output Verb and Action
    • Input Document Date Mapping and Attribute
    Note: Input Document Date setting applies to all versions of a rule. Updating the input document date mapping and attribute fields for the latest version also updates the earlier versions of the rule.