Example: Using Global Rules to Automatically Submit Reconciliations with No Activity

This example creates a global rule that auto submits reconciliations that have no activity.

In this example, no activity means that the balance attributes Total Credits and Total Debits are zero. This rule runs when data is loaded into reconciliations and when the reconciliation status changes from Pending to Open.

Prerequisites

• You are assigned the Service Administrator role
• The balance attributes Total Credits and Total Debits exist. These attributes are of data type Number.

Steps to Create the Global Rule

1. From the Home page, select Application, and then Configuration.
2. Select the Global Rules tab.
3. Select New to display the New Rule dialog.
4. In the Properties tab:
   • In Name, enter gr_auto_submit_no_activity.
   • In Rule, select Auto Submit Reconciliation.
   • Select Enabled.
5. In the Filter tab, click Create Condition to define the conditions under which the global rule runs. This rule runs for all reconciliation balances where Total Debits and Total Credits is zero.
   
   
   • In Condition, set the following values:
     • Source - Balance
     • Attribute - Total Credits
     • Operator - Equals
     • Value - 0
   • Click Create Condition, and then set the following under Condition:
     • Conjunction - And
     • Source - Balance
     • Attribute - Total Debits
     • Operator - Equals
     • Value - 0
6. Select OK to save the global rule definition.