Duplicating output generation rules

  1. Select BPA Designer > Rules.
  2. Select a rule record to copy.
  3. Click Duplicate.
  4. Specify this information:
    Name
    Specify a unique name that identifies the scenario. Valid characters are a-z, A-Z, and 0-9. The first character should be an upper case letter.
    Note: IGFC generates a suggested name "{RuleName}_copy". When a copy of a rule exists with this name, succeeding duplicates will have an incrementing number appended to its generated name.
    Sender Entity
    Select the entity to which this rule applies. This list is dynamic. For accounting framework integration, it displays sender entities registered with an accounting entity. For flexible output integration, the entities displayed depend on the selected Input Document. If the input is a transactional document, sender entities registered with an accounting entity are shown. If the input is a master data document, all sender entities are shown.

    See Registering entities and Mapping entities.

    Receiver Entity
    Select the entity to receive the output business document. This list is dynamic. For accounting framework integration, it displays receiver entities registered with an accounting entity. For flexible output integration, the entities displayed depend on the selected Output Document. If the output is a transactional BOD, receiver entities registered with an accounting entity are shown. If the output is a master data BOD, all receiver entities are shown.

    See Registering entities and Mapping entities.

    Accounting Book
    This field is available only for accounting framework integration. Optionally, select the accounting book to where the journal is posted. This list is dynamic. If there are accounting books associated to the accounting entity of the selected 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 selected Receiver Entity, the accounting books are shown with an asterisk prefix.
    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 accounting entity of the selected 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 selected Receiver Entity, the location types are shown with an asterisk prefix.
    Location
    This field is available only for accounting framework integration. Optionally, select the desired location. This is populated to the output SourceSystemJournalEntry business document. This list is dynamic. If there are locations associated to the accounting entity of the selected Receiver Entity, the locations are displayed in the list. Also, if there are locations with the same logical ID as that of the selected Receiver Entity, the locations are shown with an asterisk prefix.

    For IGFC CE, the tenant value is also used to associate accounting books, location type and location 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 selected output document.
    Split Attribute
    This field is available only for flexible output integration. Select the desired attribute that is used as a basis for splitting the output business document. This dynamic list displays the attributes associated to the selected BOD registration.
    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.

  5. To activate the rule after saving, select the Activate check box.
  6. Click Save.
    Note: Changes to the rule setup take effect immediately. There is no need to activate the rule. Optionally, select this to automatically activate the duplicate rule record. This is available only when the rule script being copied is not blank.