Associating Algorithms with a Profile

Prerequisites

To associate algorithms with a profile, you should have:

  • Algorithms defined for the Account Creation system event using the C1-ACTCR-IC algorithm type

  • Algorithms defined for the Contract Creation system event using the C1-CTMP-IC algorithm type

Procedure

To associate algorithms with a profile:

  1. Click the Algorithms tab in the Profile screen when you are creating or editing a profile.

    The Algorithms tab appears. It contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Sequence Used to specify the order in which the algorithms for each system event must be executed. Yes (Conditional)
    Note: This field is required when you are associating an algorithm with the profile.
    System Event Used to indicate the system event on which the algorithm must be executed. The valid values are:

    • Account Creation - Used to attach an algorithm which is triggered when you create an invoice account using the profile.

    • Contract Creation - Used to attach an algorithm which is triggered when contracts are created for an invoice account which is created using the profile.

    		 Yes (Conditional)
    Note: This field is required when you are associating an algorithm with the profile.
    Algorithm Used to specify the algorithm code.
    Note:

    On specifying the algorithm code, the description of the algorithm appears corresponding to the Algorithm field.

    The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, theAlgorithm Search window appears.

    		 Yes (Conditional)
    Note: This field is required when you are associating an algorithm with the profile.
  2. Enter the required details.
  3. If you want to associate more than one algorithm with the profile, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove an algorithm from the profile, click the Delete (The Delete Icon) icon corresponding to the algorithm.
  4. Click Save.
    The algorithms are associated with the profile.

Related Topics

For more information on... See...
How to define a profile Defining a Profile
How to edit a profile Editing a Profile