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On this page
  • 1. Rule Header
  • 2. Rule Details
  1. Process Definition
  2. Calculations
  3. Account Reclassification

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PreviousAccount ReclassificationNextHow-To Guide

Last updated 1 year ago

1. Rule Header

  • Description specify the rule header description

  • Output Dataset - the defined Dataset member where the calculation result is to be posted.

2. Rule Details

Input Dataset Model data from this Dataset member will be used as input for the calculation.

Reclass from

Account/Flow - Source that Includes the account or group of account to be used as Input for the calculation.

Reclass To

Account/Flow - Target to be used to post the result of the calculation.

Applicable to option to define additional fields tagged to the model for filtering the source Information, so system can apply the filter while moving the data from source to target.