Event Profiles (EVP)

When the required information has been entered, click OK and the condition appears in the command list section in the bottom part of the form.

To enter another condition, click Create and then enter the condition fields.

For example, you may need to add a call point condition to restrict the event profile to a particular stage of the function's processing.

When you have entered all the required conditions, click Exit to return to the header form.

You can then add or maintain another event profile, or click Exit to leave the function.

Note: You can use the Save As action button to copy an event profile to a new code, which can then be amended as required. Any rule sets that have been defined for the event profile are also copied.
Note: You must click OK or press Enter after each of the following fields to accept the choice you make.
Note:  If the event profile is locked, a message is displayed informing you that the event profile is in use. To clear this message, log in as the user who is editing the event profile, and select Clear Amendment in Progress from the action menu.
  1. Specify this information:
    Event Code

    Enter a unique code to identify this profile.

    Description

    Enter a description for this profile.

    Event Status

    Select Suspended if you want to suspend processing of this profile or select Open if the profile is to active. The default is Open.

    Event Period From/To/All

    Enter the effective range of accounting periods for this profile, or check the All check box to select all periods. This determines the period of time that the event profile remains valid.

    Event Date From/To/All

    Enter the effective range of dates for this profile. To select a specific date, click the drop down box and use the calendar to navigate to the required date. Alternatively, select the All check box to select all dates. This determines the period of time that the event profile remains valid.

  2. Click Detail to display the event profile conditions form.
  3. Click Create to add a condition to the profile.
    Note:  The first statement in an event profile must be entered as IF Function Code = and you will not be able to delete this statement. That is, it must identify the system function. For this reason the lookup for the Data Item field for the first statement only contains the Rule Common Fields option, which includes the Function Code data item.
  4. Complete this information:
    Command

    Select the IF or OR command. The first statement must be an IF statement.

    Data Item

    Select the data item required from the Data Dictionary Lookup window, which lists the valid options available.

    Operator

    Enter an operator to be used for this statement. When defining the first condition to identify the system function, only '=' equals to can be selected.

    Data Item or Value

    Select the data item from the Data Dictionary Lookup dialog, which lists the valid data item groups or data items available. The list of data items available for selection is determined by the selection you made in the first Data Item field. For example, if you chose Function Code in the first Data Item field, only valid SunSystems function codes are available for selection here.

  5. Save your changes.