Procedure
Learn how to navigate the setup, add new rules, and configure data augmentation effectively.
Complete the following steps to set up data augmentation rules:
- Navigate to Setups > Data Augmentation .
- To add a data augmentation rule, click the New Rule icon .
- In the New Data Augmentation window, specify the following information:
Field name
Description
Book Name
Select the name of the primary revenue book. The augmented data for the primary book will be copied to any other additional (non-primary) revenue books.
Sequence
Sequence to apply data augmentation rules.
Rule Name
Enter a unique name of the data augmentation rule.
Start Date
Enter a start date for the data augmentation rule. It is important to note that the data augmentation rule becomes effective at the beginning of the next accounting period following the start date. For example, if the start date is January 15, 2020, the rule will be effective starting February 1, 2020. To make the data augmentation rule effective immediately, choose a start date in the prior accounting period.
Description
Enter a description for the data augmentation rule.
End Date
Optionally enter the end date.
Enabled
Toggle to Yes to enable the data augmentation rule.
Processor Type
Select RC_COLLECT .
Stage Name
Select the appropriate stage to apply the data augmentation rule.
Book Name
Select the name of the primary revenue book. The augmented data for the primary book will be copied to any other additional (non-primary) revenue books.
- Click the Save icon . The data augmentation rule is created.
- In the
Conditions
tab, to add a rule, click the '+' icon
and then complete the following steps depending on your selection in the
Rule Type
column:
Rule Type
Substeps
Advanced Rule
- In the Rule Type column, select Advanced Rule .
- In the Field to be Updated column, select the name of the field whose value is to be changed.
- In the Start Date column, specify the effective start date of this rule type.
- (Optional): In the End Date column, specify the effective end date.
- In the Enabled column, ensure this rule is enabled.
- Click in the Actions column. The Advanced Rule window is displayed.
- Advance Rule Set In the Advance Rule Set section, click to add a row.
- In the Rule Set column, specify a meaningful name and then enter the new value to be set in the Target Value column.
- To save this rule set, click Save .
- In the Advanced Rule Filters section, define the condition to filter the lines for which the new value is to be set. Click to add a row. You can create more than one line and use the Seq column to determine the sequence of these filter conditions.
- To save the filter conditions, click Save. A rule set is defined. The value specified in the Target Value column will be set for the lines that satisfy the filter conditions in the Advanced Rule Filters section.
- If you want to update the same field to another value for other lines. Repeat Step 4 - 8 to define another rule set.
- After you are done, click save and close the window.
Clear Value
- In the Rule Type column, select Clear Value .
- In the Field to be Updated column, select the name of the field whose value is to be cleared.
- In the Start Date column, specify the effective start date of this rule type.
- (Optional): In the End Date column, specify the effective end date.
- In the Enabled column, ensure this rule is enabled.
- To save this rule, clickSave.
- Click the Filters tab to define the conditions to filter the lines whose values are to be cleared.
- Click the add icon to add a row. You can create more than one line and use the Seq column to determine the sequence of these filter conditions.
- After you are done, click the save icon and close the window.
Constant
- In the Rule Type column, select Constant .
- In the Field to be Updated column, select the name of the field whose value is to be changed.
- In the Target Value column, enter the new value to be set
- In the Start Date column, specify the effective start date of this rule type.
- (Optional): In the End Date column, specify the effective end date.
- In the Enabled column, ensure this rule is enabled.
- To save this rule, click the Save icon.
- Click the Filters tab to define the conditions to filter the lines whose values are to be cleared.
- Click the add icon. to add a row. You can create more than one line and use the Seq column to determine the sequence of these filter conditions.
- After you are done, click and close the window.
Formulae
- In the Rule Type column, select Formulae .
- In the Field to be Updated column, select the name of the field whose value is to be changed.
- In the Start Date column, specify the effective start date of this rule type.
- (Optional): In the End Date column, specify the effective end date.
- To specify the formula fr calculating the target value, click in the Actions column.
-
In the Formulae window, specify the formula by using the listed columns, keypad characters, and functions, and then close the window. The formula is displayed in the Expression column.
- In the Enabled column, ensure this rule is enabled.
- To save this rule, click the save icon .
- Click the Filters tab to define the conditions to filter the lines whose values are to be cleared.
- Click the add icon (+) to add a row. You can create more than one line and use the Seq column to determine the sequence of these filter conditions.
- After you are done, clic the save icon. and close the window.
- Click the Filters tab to define the conditions to filter the lines whose values are to be cleared.
- Click to add a row. You can create more than one line and use the Seq column to determine the sequence of these filter conditions.
- After you are done, click the save icon and close the window. and close the window.
Lookup
- In the Rule Type column, select Lookup .
- In the Lookup Type column, select the lookup type. To create a new lookup definition, select New_Look .
- In the Start Date column, specify the effective start date of this rule type.
- (Optional): Specify the effective end date in the End Date column.
- Click in the Actions column to specify the lookup. The Lookup window is displayed.
- If you are creating a ne lookup, specify the lookup name in the Lookup Type Name field.
- In the Lookup Fields section of the window, click to add a row.
- Provide a unique name inthe Name column.
- Specify at least one lookup field name in the Reference Field column and one filed name in the Target Field column. You can specify up to 5 reference fields and 5 target fields.
- Click the Save in the Lookup Fields section.
- In the Lookup Values section, specify the values for the lookup fields in the Reference Value and Target Value columns respectively. If the reference field of a line is found to be the specified reference value, update the target field to the target value.
- Click Save to save your settings.
- Repeat Step c ~ j to create as many lookup rule sets as you need, and then close the window.
- Ensure this rule is enabed in the Enabled column and close the window.
- In the Edit Data Augmentation Rule window, if the SQL statement is used for the Target Value column, click Validate SQL Statements for validation.
- Click the Save icon and close the window.