Adding a Posting Rule

To create a posting rule:

  1. From the Home page, click Modeling Rules | Posting Rules link.
  2. Click New.
  3. In the General section:
    1. Enter the title for the posting rule. The name must be unique.
    2. Select the Template checkbox to use the posting rule as a template when creating a new budget.
    3. Enter the description for the posting rule.
    4. Select the source head tag dimension from the picklist. For example, Budget App.
    5. Select the resulted head tag dimension from the picklist. For example, BP_FF_Mapping Configuration.
    6. Select the source child tag dimension from the picklist. For example, Budget App Amount.
    7. Select the resulted child tag dimension from the picklist. For example, BP_FF_Mapping Configuration.
    8. Enter the filter in the Source Head Tag Filter field. For example, ff_bp__Tag3Name__c = '2021'.
    9. Enter the filter in the Source Child Tag Filter field. For example, ff_bp__Text1__c='income'.
    10. If needed, select the balance needed checkbox.
    11. If needed, select the split result checkbox to split the result.
    12. Enter the balance amount. For example, $Account.BP Balance Account.
    13. Select the calculation rules from the picklist. To know more about calculation rules, see Calculation Rules.
    14. Enter the debit or credit balance amount. For example, $Debit.
    15. Enter the information in the Delay field.
    16. Select the folder from the picklist. To know more about folders, see Folders .
    17. If needed, enter the class name in the Run After Jobs Class Name field.
    18. Select the configuration name from the Configuration Set picklist field.
  4. In the Source section:
    1. Enter the Alias and its field in the respective fields. For example, Alias as Header_Income_1 and Field as Header.ff_bp__Decimal1__c.
    2. Click Del to delete the existing alias and its field.
    3. To add a new alias and its field. Enter the new alias and field information and click Add.
  5. In the Result section:
    1. Enter the description, path, and default values in the respective fields.
    2. Select the source line, For example,
      1. Description - Header_Total_1
      2. Source line - Account. By default, it is selected as reserved.
      3. Path - Header.ff_bp__Decimal1__c
      4. Default - $Credit
    3. Click Del to delete the record.
    4. To add a new result.
      1. Enter the description, path, and default values.
      2. Select the source line.
      3. Click Add.
  6. Click Dimension Catalog to refine the dimension settings or simplify filter settings.
  7. Click Save to save the record. Click Save as Draft to save the changes as a draft.
  8. Click Apply Default Template to apply the posting rule as the default template.
  9. Click Apply to apply the posting rules.
  10. Click Unpost to do the unposting of the rule.
  11. Click Clone to clone the posting rule. For more information, see Cloning Posting Rules.
  12. Click Create Default Lines to create default lines.
  13. Click Prediction.
  14. Click Export to export the posting rule.