Rule Data Set Keys (RDK)

  1. Specify this information:
    Rule Data Set Code

    Enter a unique code to identify this rule data set key.

    Status
    Each static data record contains a status code that determines the current processing status of the record. A status is assigned to each static reference record, for example to every account, asset, customer and supplier. It determines the current processing status of the record.
    • Open - this status is set automatically when you add a new record, for example, if you create a new account. Open items are available for input, inquiry, processing and reporting.
    • Hidden - a record with a hidden status does not appear on any inquiries but is available for input, processing and reporting.
    • Suspended/Held - a suspended record.
    • Closed/Completed - a closed record cannot be used for input or processing. For example, you cannot post transactions to a closed account or analysis code.
    You can alter the status of a record at any time. You must use the options on the Action menu to change the status.
    Description
    Enter a meaningful description of this key combination.
    Data Item 1-3

    Select up to three data items to be included in the rule data set using the Data Dictionary Lookup window.

    Each Data Item field defines a key value for a rule data set key. It can be a standard SunSystems data item or one you have defined using Redefined Data Items Setup (RDI).

  2. Save your changes.