This section includes the fields and descriptions for the Conversion Rules tab.
Conversion Rule Island
| Field | Description |
|---|
| Name
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In this field, you specify the name of a new conversion rule. The name cannot be changed once the rule has been created. Use this name when selecting the rule in the Conversion Groups workspace.
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| Description
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In this field, you can enter a description of the current conversion rule.
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| Export Entries
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If you mark this field, data selected in the Conversion Groups workspace with a specification of this conversion rule will be exported when exporting data using the conversion group in question. If this field is not selected, the selected G/L entries to which this rule is assigned will not be exported.
This is useful when excluding entries from being exported. If you, for example, want to export G/L entries related to companies 1-10, except for companies 3 and 5, you can create two conversion rules in this workspace: “CR1” with no mark in this field, and “CR2” with a mark in this field. In the Conversion Groups workspace, you can then enter “3” in the fields “Company No. From” and “Company No. To” on line 1, enter “5” in the same fields on line 2, and finally enter “1” in the field “Company No. From” and “10” in the field “Company No. To” on line 2. Then, assign the conversion rule “CR1” to lines 1 and 2 and “CR2” to line 3. When exporting using the data agent to which the conversion group is assigned, G/L entries for companies 1-10, except for companies 3 and 5, will be exported.
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| Export Form
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In this pop-up field, you select an export form to be used when converting exported data. This way, you can make the export file conform to the data agent’s specifications. It may, for instance, be necessary to use one export form for customer data and another for vendor data. Also, the same form can be assigned to different export data records. Export forms are created in the Format Specification module.
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User Island
See the chapter “Getting Started” for a description of the fields in the User island.
Company Island
| Field | Description |
|---|
| Company No.
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In this field you can enter a value for the Company dimension. The company number will be inserted into all exported data. If you do not enter a value, the value from the original G/L entry is transferred to the export entry.
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Account Island
| Field | Description |
|---|
| Account No.
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The functionality of this field is similar to that of the field “Company No.” above.
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Dimensions Island
| Field | Description |
|---|
| Location
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The functionality of this field is similar to that of the field “Company No.” above.
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| Entity
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The functionality of this field is similar to that of the field “Company No.” above.
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| Project
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The functionality of this field is similar to that of the field “Company No.” above.
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| Purpose
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The functionality of this field is similar to that of the field “Company No.” above.
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| Spec. 1-3
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The functionality of these fields is similar to that of the field “Company No.” above.
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| Local Spec. 1-3
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The functionality of these fields is similar to that of the field “Company No.” above.
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