Managing Posting Rules

Viewing Posting Rules Details

Once you have located a posting on the Posting Rules Home or list page, click the name to display detailed information.

Editing Posting Rules

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.

Deleting Posting Rules

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.

Applying Posting Rules

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.

Posting Posting Rules

You can post posting rules directly from the list page or from the detail page.

Note: The posting rule can only be posted when it is linked to a budget template and cloned.

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.

Unposting Posting Rules

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.

Importing and Exporting JSON Posting Rules

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.

Note: Don't try to change JSON text manually. This can lead to unexpected behavior of the rule.

JSON Structure

Unlinking Posting Rules

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.

Monitoring and Viewing Posting Rule Jobs

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.

Apply Default Settings from Templates

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.

Cloning Posting Rules

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).

Setting up Dimensions Filter

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.