Accounting › Fund Accounting
Derivation Rules
Every rule as a record. The Derivation Studio draws the condition as a builder; here it is the JSON it is saved as.
Where to find it
- Module: Accounting
- Group: Planning & Control
- Section: Fund Accounting
- Screen: Derivation Rules
Address in the console: /accounting/derivation-rules
List · 11 columns · 17 fields on its form · 4 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Set | Code | rule_set_code |
| Derives | Status | target |
| Priority | Number | priority |
| Code | Code | code |
| Name | Text | name |
| Conditions | Number | condition_count |
| Action | Status | action |
| Value | Code | value_code |
| Lookup | Code | lookup_code |
| Mode | Status | mode |
| Active | Yes or no | is_active |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Rule set required | Choice | Looked up from existing records | |
| Code required | Text | ||
| Name required | Text | ||
| Priority | Number | Lower runs first. | |
| Condition | Text | {"op":"and","items":[{"field":"cost_center_code","operator":"eq","value":"PW-300"}]}. Empty items is always true. | |
| Condition expression | Long text | Optional, in the expression language: starts_with(account_no, '5') and amount >= 5000. | |
| Documents | Text | Narrower than the set's, when given. Comma separated. | |
| Action required | Choice | Set a value, Copy a field, Look it up, Compute it | |
| Value | Text | The code to set: a fund, grant, program, function, account number or cost center. | |
| Field to copy | Text | ||
| Lookup table | Choice | Looked up from existing records | |
| Expression | Long text | ||
| Mode | Choice | Default (a person may override), Lock (replaces a person's value) | |
| Valid from | Date | ||
| Valid to | Date | ||
| Active | Yes or no | ||
| Description | Long text |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.
Beside it in Fund Accounting
WorkspaceDerivation StudioOpenRecordsFundsOpenRecordsGrantsOpenRecordsPrograms & FunctionsOpenRecordsDerivation Rule SetsOpenRecordsDerivation Lookup TablesOpenRecordsDerivation Lookup RowsOpenRecordsFund Accounting SettingsOpenViewDerived PostingsOpenRecordsBudget TransfersOpenRecordsGrant ClaimsOpen