Creating rule mappings

  1. Select BPA Designer > Rules.
  2. In the Mapping column, click the icon of the corresponding rule.
    Note: The Output Document is automatically populated based on the output document specified in the rule setting.
  3. Define local variables for representing and storing dynamic data if a Rule Variable will be used in the condition statements or attribute-value assignment. In the Variable Setting section, click Add Variable.
  4. Specify this information:
    Name
    Specify a unique name that identifies the variable. Valid characters are a–z, A–Z, and 0–9. The first character should be a lowercase letter.
    Data Type
    Select the data type of the variable. Possible values are:
    • Alphanumeric – contains letters, numbers and other characters
    • Number – contains numbers
    Initial Value
    Specify an initial value for the variable. Possible values are text, number or blank.
  5. Select the applicable tab for which to define the rule mapping.
    The parent components are displayed on the upper part of the screen. Scroll down to see the children components of each parent.
  6. Assign a new value to an existing variable definition, if applicable. In the Variable Assignment section, click Add Variable Assignment.
  7. Specify this information:
    Rule Variable
    Select the variable. This dynamic list displays any variable defined for the rule record.
    Operand Type
    Select the value type. Possible values are:
    • Attribute
    • Expression
    • Fixed Value
    • Arithmetic Computation (only displayed for Rule Variables with number data type)
    • Rule Variable
  8. Specify the information for the remaining fields. The available fields depend on the selected operand type.
    Mapping
    Select the document registration. This dynamic list displays the document registration associated with the selected input document. This field is only available if Attribute is the selected operand type.
    Attribute
    Select the attribute. This dynamic list displays the attributes associated with the selected input document. This field is only available if Attribute is the selected operand type.
    Name
    Select the expression. This dynamic list shows any expressions associated to the selected output document. All types of expressions are displayed. This field is available only if Expression is the selected operand type.
    Value
    Specify a number, text, or date value. This field is only displayed if Fixed Value is the selected operand type.
    Value
    Specify the formula or the arithmetic computation involving any of the numeric operands that can be assigned for a variable. This field is only displayed if Arithmetic Computation is the selected operand type and the Rule Variable has a number data type.
    Name
    Select the name of the variable. This dynamic list displays any variable defined for the rule record. This field is only available if Rule Variable is the selected operand type.
  9. In the Attribute-Value Assignment section, specify the value that each output attribute must have. Specify the attributes of the parent component first to properly add the values for the children.
    Click the More button on the appropriate attribute to display the operand type and value.
    Operand Type
    Select the value type. Possible values are:
    • Attribute
    • Expression
    • Rule Setup
    • Fixed Value
    • Rule Variable
  10. Specify the information for the remaining fields. The available field depends on the selected operand type.
    Mapping
    Select the document registration. This dynamic list displays the document registration associated with the selected input document. This field is only available if Attribute is the selected operand type.
    Attribute
    Select the attribute. This dynamic list displays the attributes associated with the selected input document. This field is only available if Attribute is the selected operand type.
    Name
    Select the expression. This dynamic list displays any expressions associated to the selected output document and reference document. All types of expressions are displayed. This field is only available if Expression is the selected operand type.
    Value
    Specify a number, text, or date value. This field is only displayed if Fixed Value is the selected operand type.
    Value
    For accounting framework integrations, select Sender Entity, Receiver Entity, Receiver Location, or Receiver Accounting Book.

    Sender Entity is the source entity value specified in the rule setup page. Receiver Entity is the destination entity value specified in the rule setup page. Receiver Location is the location value specified in the rule setup page. Receiver Accounting Book is the value of the destination accounting book specified in the rule.

    For flexible output, select Sender Entity or Receiver Entity only. This field is only displayed if Rule Setup is the operand type.
    Name
    Select the name of the variable. This dynamic list displays any variable defined for the rule record. This field is only available if Rule Variable is the selected operand type.
  11. Click Add to add a new mapping entry for the selected component and create a new tab for the selected component appended with an incrementing number.
    The new tab is displayed within the dropdown selection for the selected component.
  12. Specify this information:
    Name
    This field has a default value, for example, JeHead(2).
    Condition
    Specify a condition. The very first condition has a mandatory value of If. For succeeding conditions, you may select an If, Else If, or Else.
    Note: This is required for new parent components. For flexible output integrations, child components may contain conditions. For accounting framework integrations, condition is limited to the parent component. Conditions of the parent component affect its corresponding child components. Add values on the applicable attributes that will be covered by the new condition. Specify the same information on step four.
    Statement
    Specify the statement. For child components in flexible output integrations, leave this blank if a condition is not applicable.
  13. Click Edit to add a condition, or edit an existing condition. Follow the same procedure in step 10.
    Note: Once a rule mapping is saved, a rule script is auto-generated. Further updates made in the rule mapping will also be applied to the rule script.
  14. Drag a tab to any position horizontally, left or right, according to the correct flow of processing the business document.
  15. Click the Rule Script icon.
    Click Yes to activate the rule, or click No to save, but not activate, the rule script. Either selection navigates to the rule script editor with the current values in the Rule Mapping page.
  16. Review the rule script. You can save the script or add new statements. See IGFC scripting language guide.
  17. Click Actions > Save.
  18. Click Yes to save the rule script and activate the rule. Click No to cancel the saving. Changes are reflected in the rule script upon saving.