Adding rule versions

Before you start, you must create rules to access Rule Version page. See Defining output generation rules.

  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. Select a rule version.
    The selected rule version is used as the basis for the creation of the new rule version.
  4. Click the Actions button.
  5. Select Add New Version.

    The Add Version window is displayed with prefilled rule name and version number values.

    Note: The version number increments based on the preceding rule version.
  6. Specify this information:
    Effectivity Date
    Set the earliest date value of an input business document for which the rule version applies.
    Input Document Date Mapping
    Select the document registration where an input document date field is mapped. This list is dynamic. It shows the document registrations for the rule input document.
    Input Document Date Attribute
    Select the attribute containing the date value that will be compared against the Effectivity Date. This list is dynamic. It shows the attributes associated to the selected document registration.
    Note: Input Document Date setting applies to all versions of a rule. By default, the value for input document date mapping and attribute fields of new or added versions refer to the existing value for earlier versions of the same rule. Selecting a different mapping and attribute for the added version also updates the earlier rule versions.
    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.

    Posting Method
    This field is available only for accounting framework integration. Select a posting method. Possible values are Detailed or Summarized.

    When Summarized is selected, you must specify this information:

    • Account - Select the accounts by which to summarize journal entries. Possible values are All, Range, and Specific.

    Specify the information for the remaining fields. The displayed fields depend on the option selected for Account.

    For range of accounts, you must specify this information:

    • From - Select the starting account number of the range. This list is dynamic. If there are chart of accounts associated to the accounting entity of the selected receiver entity, the chart of accounts are displayed in the list. Also, if there are chart of accounts with the same logical ID as that of the selected receiver entity, the chart of accounts are shown with an asterisk prefix.
    • To - Select the ending account number of the range. This list is dynamic. If there are chart of accounts associated to the accounting entity of the selected receiver entity, the chart of accounts are displayed in the list. Also, if there are chart of accounts with the same logical ID as that of the selected receiver entity, the chart of accounts are shown with an asterisk prefix
      For specific accounts, you must select an account number in the field provided. This dynamic list displays the account numbers associated to the selected Receiver Entity.
      Note: Click Add to include the range or specific accounts to the list.

      For IGFC CE, the tenant value is also used to associate chart of accounts to the selected Receiver Entity.

    Split Mapping
    This field is available only for flexible output integration. 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
    This field is available only for flexible output integration. 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.
    Activate
    Optionally, select this check box if the rule version is to be added with an Active status.
  7. Click Save.
    Alternatively, you can add new versions within the Rules page. Click Actions, then select Add New Version.
    Note: The Rules page shows the latest version of a rule record. When you create a new version from this page, the latest version of the rule is used as the basis for the creation of new versions.