Create a User-Defined Formula

In this procedure, you create a user-defined formula for an existing Payables description rule.

Create a User-Defined Formula

Navigate to the Manage Formulas page.

1. In the Setup and Maintenance work area, go to the following:

   • Offering: Financials

   • Functional Area: Any subledger (for example, Payables, Receivables, Projects, Fixed Assets, Collections, and so on)

   • Task: Manage User-Defined Formulas

Create a formula on the Manage Formulas page.

1. Click Create icon.

2. Enter Name. The Short Name is created but can be updated.

3. Enter Data Type.

4. Enter Event Class.

5. Click Save.

• This formula is used in a description rule for the Invoices event class.

  In the Expression region:

  1. Click Insert Function.

     1. Enter Type = Conditional.

     2. Click Search.

     3. Select IF THEN ELSE

     4. Click OK.

  2. Place the cursor after the IF.

  3. Click Source.

     1. Select Subledger Application.

     2. Select Name = Intercompany.

     3. Click Search.

     4. Select Intercompany Invoice Indicator.

     5. Click OK.

  4. Click More.

  5. Select Equal To (=).

  6. On the IF line, after the = enter 'Y' including the single quotes.

  7. On the THEN line, click Insert Function.

     1. Select Type = Alphanumeric.

     2. Click Search.

     3. Select Concatenate.

     4. Click OK.

  8. Double-click String1, and replace with 'Intercompany Invoice'.

  9. Double-click String2.

     1. Double-click Source.

     2. Select Subledger Application = Payables.

     3. Enter Name = Invoice Number.

     4. Click Search.

     5. Select Invoice Number.

     6. Click OK.

  10. Copy and pasts the THEN clause Concatenate('Intercompany Invoice',"Invoice Number") to the ELSE clause.

  11. Remove 'Intercompany Indicator'.

  12. Validate the formula.

      1. Click Validate.

      2. Click OK on the Information message.

      3. Click Save.

  13. Activate the formula.

      1. Click Actions > Change Status > Activate.

  14. Click Save and Close.

Add the User-Defined Formula to a Description Rule

Add the user-defined formula to an existing description rule.

1. In the Setup and Maintenance work area, go to the following:

   • Offering: Financials

   • Functional Area: Any subledger (for example, Payables, Receivables, Projects, Fixed Assets, Collections, and so on)

   • Task: Manage Description Rules

2. Click Edit on the Invoice Type description rule.

   1. Remove the existing source.

   2. Click Source button.

   3. Search by Type

   4. Select Invoice Header with Type.

   5. Click Save and Close.

3. Click Save and Close.

Note: When defining a user-defined formula or a condition to other setup rules, after selecting a source, the source name is suffixed by an additional string such as (Payable, S, S) if the same source name is used in more than one subledger. This additional string indicates:If the source is a GL account source, then

Note: A user-defined formula isn't supported in the transaction account builder.