Calculation Rules Fields

Here is a description of the fields (in alphabetical order) that make up calculation rules.

Note: All the calculation rule fields are the field that are listed on the Calculation Rules page and it is not a custom object.

Key: * – Mandatory field

Source Filter

Source Filter Fields
Field Name		Description
Description		Description for a calculation rule.
Dimension 1 - 4 Filter		A filter for Dimension 1 - 4 Filter analytic.
Period		Indicates the period for the calculation rule. The calculation rule only affects the budget lines for the selected period. A month, a year, or a period from the period set.
Source Account(s) Filter		The calculation rule only affects the budget lines with the selected account.
Title	*	Unique title for a calculation rule.

Dependencies Fields
Field Name		Description
Maximum		The maximum amount for the calculation rule. The rule is not applied if the source budget line amount is greater.
Minimum		The minimum amount for the calculation rule. If the source budget line amount is lesser, then the rule is not applied.
Rate		The coefficient of the current rule for calculation result budget line amounts. For example, you can add 1000, increase by 15% or multiply by 1.5 each cell in a result budget line depending on your needs.
Relation		The calculation relation between source amount and calculation rule rate. For example, relations are: Add Multiply Percent
Reverse		When enabled, the budget line amount is multiplied by -1.
Type	*	Type of mode for calculation rule. Currently, the calculation rule works in “Simple” mode. In simple mode, each calculation rule must have one result budget line from one source budget line. The number of source budget lines is the same as the result budget lines.

Result Fields
Field Name		Description
Apply source Account		When enabled, the result budget line the account from its source budget line.
Apply source Dimension 1 - 4		When enabled, the resulting budget line gets the Dimension 1 - 4 analytic from its source budget line.
Dimension 1 - 4		A result budget line gets a specified Dimension 1 - 4 analytic from BP_FF1 drop-down.
Fixed Maximum		The fixed maximum amount for the calculation rule. The amount in the result budget line cannot be greater than the maximum specified amount.
Fixed Minimum		The fixed minimum amount for the calculation rule. The amount in the result budget line cannot be less than the minimum specified amount.
Fixed Rate	*	The fixed rate for the calculation rule. The specified amount is used in a result budget line.
Result Account		A result budget line gets a specified account from the Result Account drop-down.
Result Line		The result line name of the budget for which the calculation rule is applied. Notes: When the Result Line field is empty, the result line title in the budget is set as the title rule defined in the budget template. When the name is specified in the Result Line field, the result line title in the budget is set with the new specified value.

Folder Fields
Field Name		Description
Folder		The list of allowed expense accounts.

Calculation Rules Buttons
Button Name	Description
Clone	Creates a copy of the calculation rule.
New	Creates a calculation rule.
Save	Saves the calculation rule record.

Concepts

Tasks