Maintain Rule Definitions {FCSP-6}

The option is used to define restriction rules. A rule consists of a code, first lines and second lines. First lines are based on Account Categories, Accounts or Document Types and Second lines are based on monetary values. By entering or deleting Accounts or Account Categories or Up to Values on a rule the application ensures the rule consist of the full accounts or category range or amount range, no overlapping occurs and line numbers follow sequentially.

Fields in this option:

Block 1: Rule Definitions

Only the rule code ITS_DOC and ITS_NPFD can exist for the action type D - "Maintain - Amount Restriction per Document"
Only the rule code ITS_ITEM and ITS_FPFI can exist for the action type I - "Maintain - Amount Restriction per Item".
To change the second rule line (value ranges) of these rules the user must create a rule with a effective date greater than the ITS_DOC or ITS_ITEM rule max date in the table. The program will validate that, if the rule exists in the action rule lines table {FCSP-4 b2} and / or if people are linked to the rule {FCSP-5} the date entered must be greater than the effective date linked.

Field	Type & Length	Description
Rule Code	A8	A unique code to identify a rule. The code must be in the range 0 - ZZZZZZZZ. Default rules create by ITS cannot be update or deleted.
Rule Name	A2	A name to describe the rule.
Domain Category / Account / Document	A1	Indicates if the rules first line is based on account categories, accounts or document type. Once the sub domain on which a rule is based is selected it cannot be updated on a rule. The sub domain further determines the action type of the rule. Approval, Override Insufficient Funds and Maintain per GLA rules may only be based on categories or accounts. View rule rules may only be based on categories or account rule but the amount range is fixed at 0 - 999999999999999.99. Document and Item rules action type may only be based on document rules and for these rules only one rule per action type may be created.
Effective Date	DD-MON-YYYY	The date from which the rule is effective. The date defaults to system date when a rule code is defined and the user must set the effective date to a date from which the rule will be effective. Rule lines will be created using this date. To query, a list of values of effective rule dates are available on date field.
Action Type	A1	The following action type exists in the system. A - Approval O - Override Insufficient Funds M - Maintain - Restriction per GLA & Amount D - Maintain - Amount Restriction per Document I - Maintain - Amount Restriction per Item V-View Transaction Action types are ITS defined.
Active	A1	Active / Not active Indicator. Rule lines cannot be created, changed or deleted if a rule is non active.
Linked	A1	Indicate if the rule is linked to action rule lines or to people.
Create Rule Lines	Button	The button is only used when the domain of the rule is document. The button creates document records in first rule line table block 2 and amount range in the second rule line table block 3. Only second rule line may be added or changed on document rules.

Example:

Block 2: Rule Lines

Rule lines are based on either account categories or accounts. A rule must contain the complete range of categories or accounts and ranges within a rule may not overlap or skip.

Field	Type & Length	Description
Line	N3	The line number of the rule relating to a range elatA unique code to identify a group. The code must be in the range 0 - ZZZZZZZZ.
Rule Line Name	A40	Describes the range of categories or accounts of the line.
Start Category / Account / Document	A8	The start account category, account or document type for the rule line. Category or account ranges may not overlap or skip values. If the sub domain is account or category, the start account category or account for line one (1) may only be 0. If the sub domain of a rule is document the valid document types will default when the rule is created. These document types inserted when the rule was created cannot be deleted, other document types may also not be added.
End Category / Account / Document	A8	The end category or account for the rule line. When the domain of a rule is document end document value is the same as the start document value for the line.
Effective Date	DD-MON-YYYY	The date from which the rule is effective, the field is not updateable. On insert of rule lines the record assumes the date value of the date field on block 1. Rules lines for the date in block 1 will be displayed on a query. A list of values of dates for a rule is available on block 1 on the date field.

Example:

Block 3: Second Rule Lines

A rule must cover all monetary value and therefore all first rule line must al least have one record with a Up To Value of 999999999999999.99.

Field	Type & Length	Description
Rule	A40	Display the rule code of the records.
Line	N3	The first line number of the record from block 2 for the rule..
Row	N3	The second line number of the rule.
Up to Value	N17.2	The Up To Monetary value for the rule line. Depending on the value of a transaction the people performing an action may differ, this structure supports such a policy. The up to value of a rule line may not be the same. Up to values must cover all monetary values. Rules with action type view may only have one amount range 0 - 999999999999999.99
Effective Date	DD-MON-YYYY	The date from which the rule is effective, the field is not updateable. On insert of rule lines the record assumes the date value of the date field on block 1. Rules lines for the date in block 1 will be displayed on a query. A list of values of dates for a rule is available on block 1 on the date field.
Default Level	N2	The default rule level with which to create rule lines when rule and functions are linked to entities. Rule levels only applies to approvals rulle else the default value of 1 is assumed.

Example:

History of Changes

Date	System Version	By Whom	Job	Description
06-Sep-2011	v02.0.0.0	Marchand Hildebrand	t177252	Create manual.