The base product provides a Calculation Rule BO that is designed handle a large range of common calculations, C1-ApplyRateToBaseValue.
The Apply Rate To Base Value BO allows a business user to define a an expression that computes a base value and a specific rate to be applied to that value. The rule produces a calculation line whose result is computed by multiplying the rate by the base value and which captures details about the rate and base value that can be used in later rules.
The following topics highlight some of the available features for this rule.
The variables to be used in the base value computation expression are defined using a common data area. Refer to Common Variables for more details.
The formula for computing the base value to be used in calculating this line is defined as a mathematical expression. Refer to Using Conditional Expressions for more details.
The details of the source of the rate for the computation are defined in a base data area, C1–CalcRuleRateData . The following section provides details of the available rate types:
Value Class is the type of value represented by the rate.
Constant Value is the rate value to be used.
Value Class is the type of value represented by the rate.
Value Required indicates whether it is an error if the factor value cannot be determined.
Factor is the factor from which the rate value is derived.
Effective Date Source is the source of the effective date to use when fetching the factor value. Valid values are: Calculation Period Start Date, Calculation Period End Date, Revenue Period Start Date and Revenue Period End Date
Value Class is the type of value represented by the rate.
Value Required indicates whether it is an error if the rate value cannot be determined.
Value Detail Type is the detail type within the calculation data from which the rate value is derived.
The rule includes other common configuration options governing how the calculation line is treated. Refer to Common Elements for more details.
This section highlights additional considerations when configuring the rate source. For a full description of the rule logic, refer to C1-CR-APRTBS .
If the rate source is a factor, the distribution code for this calculation line will be derived from the distribution code on the factor value, if applicable. You may wish to consider using a factor to define rates for the types of charges that are disbursed to different entities depending on some system attribute such as an address. For example, asset based revenue collected to fund schools may be distributed to different school districts depending on the related billing address. Rather than have a separate rule for each possible distribution code, the factor for those amounts can be configured to have a different rate value and distribution code based on district
In addition, if the rate source is a factor, the rule retains the characteristic type and value governing the factor value on the calculation line, if applicable. Choose a factor for the rate if you want to capture that information associated bill lines or later GL distributions.
Some calculation rules may not apply depending on whether a system attribute applies. For example, revenue levied to fund special programs such as parking control may only apply to certain locations. Rather than control this by applying eligibility criteria to the rule, you may wish to configure the rate as a factor and indicate that it is not an error if no value is found. If the attribute governing the rate does not apply, the factor value will be zero and the calculation line result will also be zero. This behavior can be used in conjunction with the ability to configure zero value not to be printed to have later processing ignore these lines. Similarly reasoning may apply to calculation lines based on value details that may or may not be present in all cases.
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