Managing Posting Rules
The posting rule list page displays a list of posting rules in your current company and view. From this page, you can view detailed information and access other related information.
- Click a posting rule name to view its details.
- Click Edit to edit the posting rule details.
- Click New to create a posting rule. For more information, see Adding a Posting Rule.
- Click any column heading to sort the records using that column’s data.
- The Status column shows the status of the posting rule, whether they are active or in draft status.
- In the Description column, you can store brief information necessary for the posting rule.
- The Type column shows the type of the posting rule, whether the posting rule is a template or a rule.
Once you have located a posting on the Posting Rules Home or list page, click the name to display detailed information.
To update a posting, click
| Edit and change the fields you want to update. When you have finished, click Save.
For a complete description of the standard fields that make up a posting rule, see Posting Rules Fields.
To delete a posting rule that you no longer need:
- Once you have located the posting rule you want to delete on the Home or list page, click its name to display its detail page.
- Click
| Delete. A warning message is displayed. - Click OK to confirm the deletion. The record gets deleted.
You can apply posting rules directly from the list page or the posting rule detail page.
To apply a posting rule:
- Once you have located the posting rule, you want to apply it from the Home or list page. Click
| Apply. A message is displayed. - To post the posting rule from the detail page. Click the posting rule name from the list page and click Apply.
- Click OK to confirm the posting. The record gets posted.
You can post posting rules directly from the list page or from the detail page.
- Once you have located the posting rule you want to post it from the list pages.
- Click
| Post. - Click OK to confirm the posting. The record gets posted.
You can unpost posting rules directly from the list page from the detail page.
- Once you have located the posting rule you want to unpost it from the list pages.
- Click
| Unpost or Edit. - Change the fields you want to update.
- Click Unpost.
- Click OK to confirm the unposting. The record gets unposted.
The posting of the rule is copied by uploading to JSON and then uploading data to a new rule. Using the JSON string allows you to quickly transfer configurations from a Sandbox to other Sandboxes or Production. Of course, the IDs for each organization are unique, but the purpose of copying is to transfer filters and text parameters, which are common for all organizations.
To copy, open the needed posting rule and click Export or Import. Copy text from the main window to the clipboard of your operating system. Click Apply or Close to hide the modal window.
JSON Structure
{"Name":"BA income -> Entries (Planned) (Cloned)","CurrencyIsoCode":"USD","ff_bp__Balance_Account_DebitCredit__c":"$Debit","ff_bp__Balance_Account__c":"$Account.BP Balance Account","ff_bp__Balance_needed__c":true,"ff_bp__Resulted_Subj_Dimension__c":"$Dimension.Entry Amount","ff_bp__Resulted_Tag_Dimension__c":"$Dimension.Entry","ff_bp__Source_Subj_Dimension__c":"$Dimension.Budget App Amount","ff_bp__Source_Tag_Dimension__c":"$Dimension.Budget App","ff_bp__Source_Tag_Filter_Long__c":"ff_bp__Tag3Name__c = '2021'","ff_bp__SplitByLines__c":false,"ff_bp__Subject_Tag_Filter_Long__c":"ff_bp__Text1__c='income'","ff_bp__isActive__c":true,"ff_bp__isDraft__c":false}~~~[{"Name":"Header_Income_1","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"Header.ff_bp__Decimal1__c","ff_bp__Section__c":"SOURCE"},{"Name":"Header_Total_1","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"Header.ff_bp__Decimal1__c","ff_bp__Section__c":"RESULT","ff_bp__SourceLine__c":""},{"Name":"Header_Expense_2","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"Header.ff_bp__Decimal2__c","ff_bp__Section__c":"SOURCE"},{"Name":"Header_Total_3","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"Header.ff_bp__Decimal3__c","ff_bp__Section__c":"SOURCE"},{"Name":"Header_Budget Year_1","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"Header.ff_bp__Tag1__c","ff_bp__Section__c":"RESULT","ff_bp__SourceLine__c":""},{"Name":"Header_Budget App Template_2","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"Header.ff_bp__Tag2__c","ff_bp__Section__c":"SOURCE"},{"Name":"Header_Department_2","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"Header.ff_bp__Tag2__c","ff_bp__Section__c":"RESULT","ff_bp__SourceLine__c":""},{"Name":"Header_Budget Year_3","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"Header.ff_bp__Tag3__c","ff_bp__Section__c":"SOURCE"},{"Name":"Header_Entry Type_3","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"Header.ff_bp__Tag3__c","ff_bp__Section__c":"RESULT","ff_bp__SourceLine__c":""},{"Name":"Header_Department_4","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"Header.ff_bp__Tag4__c","ff_bp__Section__c":"SOURCE"},{"Name":"Header_Entry Class_4","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"Header.ff_bp__Tag4__c","ff_bp__Section__c":"RESULT","ff_bp__SourceLine__c":""},{"Name":"Header_Currency_5","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"Header.ff_bp__Tag5__c","ff_bp__Section__c":"RESULT","ff_bp__SourceLine__c":""},{"Name":"Header_Scenario_6","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"Header.ff_bp__Tag6__c","ff_bp__Section__c":"SOURCE"},{"Name":"Header_Description_1","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"Header.ff_bp__Text1__c","ff_bp__Section__c":"SOURCE"},{"Name":"Header_Number/Ident_1","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"Header.ff_bp__Text1__c","ff_bp__Section__c":"RESULT","ff_bp__SourceLine__c":""},{"Name":"Value_1","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"ff_bp__Decimal1__c","ff_bp__Section__c":"SOURCE"},{"Name":"Value_1","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"ff_bp__Decimal1__c","ff_bp__Section__c":"RESULT","ff_bp__SourceLine__c":""},{"Name":"BP_FF4_10","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"ff_bp__Tag10__c","ff_bp__Section__c":"SOURCE"},{"Name":"BP_FF4_10","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"ff_bp__Tag10__c","ff_bp__Section__c":"RESULT","ff_bp__SourceLine__c":""},{"Name":"Account_2","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"ff_bp__Tag2__c","ff_bp__Section__c":"SOURCE"},{"Name":"Account_2","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"ff_bp__Tag2__c","ff_bp__Section__c":"RESULT","ff_bp__SourceLine__c":""},{"Name":"Period_3","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"ff_bp__Tag3__c","ff_bp__Section__c":"SOURCE"},{"Name":"Period_3","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"ff_bp__Tag3__c","ff_bp__Section__c":"RESULT","ff_bp__SourceLine__c":""},{"Name":"BDG_6","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"ff_bp__Tag6__c","ff_bp__Section__c":"SOURCE"},{"Name":"BDG_6","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"ff_bp__Tag6__c","ff_bp__Section__c":"RESULT","ff_bp__SourceLine__c":""},{"Name":"BP_FF1_7","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"ff_bp__Tag7__c","ff_bp__Section__c":"SOURCE"},{"Name":"BP_FF1_7","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"ff_bp__Tag7__c","ff_bp__Section__c":"RESULT","ff_bp__SourceLine__c":""},{"Name":"BP_FF2_8","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"ff_bp__Tag8__c","ff_bp__Section__c":"SOURCE"},{"Name":"BP_FF2_8","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"ff_bp__Tag8__c","ff_bp__Section__c":"RESULT","ff_bp__SourceLine__c":""},{"Name":"BP_FF3_9","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"ff_bp__Tag9__c","ff_bp__Section__c":"SOURCE"},{"Name":"BP_FF3_9","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"ff_bp__Tag9__c","ff_bp__Section__c":"RESULT","ff_bp__SourceLine__c":""},{"Name":"Section_1","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"ff_bp__Text1__c","ff_bp__Section__c":"SOURCE"},{"Name":"Number/Ident_1","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"ff_bp__Text1__c","ff_bp__Section__c":"RESULT","ff_bp__SourceLine__c":""},{"Name":"Type_2","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"ff_bp__Text2__c","ff_bp__Section__c":"SOURCE"},{"Name":"CR/DR_2","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"ff_bp__Text2__c","ff_bp__Section__c":"RESULT","ff_bp__SourceLine__c":""},{"Name":"Title_3","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"ff_bp__Text3__c","ff_bp__Section__c":"SOURCE"},{"Name":"Description_4","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"ff_bp__Text4__c","ff_bp__Section__c":"SOURCE"},{"Name":"Style Class_5","ff_bp__PostingRule__c":"a740R000000B3uhQAC","ff_bp__Location__c":"ff_bp__Text5__c","ff_bp__Section__c":"SOURCE"}]
To unlink the posting rule from the list page:
- Once you have located the posting rule you want to unlink it from the list pages.
- Select the posting rule checkbox and click
| Unlink. - Click OK to confirm the unlink. The record gets unlinked.
When you save the posting rule, a background process starts a batch Apex job. You can monitor the execution of the job.
- From Setup, click Environments | Jobs | Apex Jobs. A list of all the jobs in your org displays.
- Find a job with the CBalanceProcessor apex class. The Status field displays the current status of the job.
After the batch job finishes, by default, you will receive an email notification with the following:
- Number of processed batches,
- List of any batch that cannot be processed
For more information on Apex Jobs, see the Salesforce Help.
To apply settings from one or more posting rules templates,
- Once you have located the posting rule you want to add as the default template, click
| Edit. - Change the fields you want to update and click Apply Default Template.
- Select Source or Result from the picklist.
- Select the header tag.
- Click Apply to apply settings from templates.
You can clone one or more posting rules.
To clone an existing posting rule,
- Once you have located the posting rule you want to clone on the Home or list page, click
| Edit. - Change the fields you want to update and click Clone. A new budget application template is created with “Cloned” added to the posting rule title. For example, BA income -> Entries (Planned) (Cloned).
Using dimension filter, refine the dimension settings or simplify filter settings.
To refine the dimension settings,
- From the Home page, click the Posting Rules link.
- Click New.
- Click Dimension Catalog to refine the dimension settings.
- From the Architecture Reference dialog, select a dimension. The list of field names with values is displayed.
- Click Close to close the Architecture Reference dialog.