1. Setting Up and Configuring Account Reconciliation
  2. Setting Up Reconciliation Compliance
  3. Defining Formats
  4. Working With Format Rules
  5. Best Practices for Configuring Rules

Best Practices for Configuring Rules

Oracle recommends that you follow these guidelines while configuring rules.

Where Should I Configure My Rule?

As a rule of thumb, it is preferable to configure rules in the format. Configure rules in a profile only for corner cases.

Configuring rules in a format has the following advantages:

  • They can be reused in multiple profiles

    Rules created in a format continue to be part of the format's definition. If you need the same rule in multiple profiles, you create the rule in the format and then have the profiles inherit this rule from the format.

  • They are not deleted when the associated profile is deleted

    Service Administrators may delete profiles as part of regular maintenance. This would result in the deletion of the rules associated with the profile.

How Can I Test My Rule?

You must define a filter when creating a rule. The filter determines the conditions that trigger the rule to be applied. There are two ways to define filters:

  • Create a new filter
  • Use a saved filter

It is recommended that you use a saved filter. The advantages of saved filters are:

  • If multiple rules use the same condition, then the saved filters can be used across rules.

  • The saved filter can be applied in the Reconciliations card to test your rule.

    In the Reconciliations card, select your filter by clicking the ellipsis (ellipsis) at the top-right of the page. The reconciliations that match the selected filter are displayed. Then, ensure that all columns that contain information related to the filter condition are displayed in the Reconciliations list. Verify your rule by comparing the data displayed with your filter condition.

See Working with Filters in Administering Oracle Account Reconciliation for additional information about using filters.

What Guidelines Can I Follow While Configuring Rules?

Configure your rule wisely.

  • Rules work in accordance with the order of precedence defined in Account Reconciliation. Therefore, if you configure rules with conditions that are very similar to the Auto Reconciliation Methods, the order of precedence will apply if both are configured.

    See Order of Precedence for Auto Reconciliation and Rules.

  • Keep your conditions as generic as possible. For example, do not configure rules that contain specific Account IDs, User IDs, or Periods.