Create and assign advanced rule structures
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This article explains how to create and assign an advanced rule structure to an account structure. This guide uses the USMF demo company.
Create an advanced rule structure
- Go to General ledger > Chart of accounts > Structures > Advanced rule structures.
- Select New to open the drop dialog.
- In the Advanced rule structure field, type a name to describe the rule structure.
- Select OK.
- Select Add segment.
- In the list of segments, select a financial dimension. For example, Store.
- Select Add segment.
- Select Activate.
Apply an advanced rule structure to an account structure
- Go to General ledger > Chart of accounts > Structures > Configure account structures.
- In the list, find and select the account structure you want to apply the advanced rule to.
- Select Edit. You can also select Advanced rules and will be prompted to put the account structure in Draft mode.
- Select Advanced rules.
- Select New to open the drop dialog.
- In the Advanced rule field, type a value.
- In the Name field, type a value.
- Select Create.
- Select Add new criteria.
- In the Where field, select main account or a financial dimension.
- In the Operator field, select an option, such as is between and includes.
- In the Value field, type a value.
- In the through field, type a value.
- Select Add to open the drop dialog.
- In the list, find the advanced rule structure you want to use when the criteria you entered is met.
- Select Add.
- Close the page.
- Select Activate.