Accounting rule action

This table contains one or several rows for each accounting rule.

Actions are the result of the rules set on selected criteria. When accounting rule criteria is selected, actions based upon the chosen criteria will apply on the voucher line.

The following fields exist in this table:

Accounting rule no.

The accounting rule the accounting rule action is linked to.

Note:

If you double-click or press * in this field, you can look up a value in the related table.

Property	Value	Description
Visible by default	Yes	This field is visible by default in the table display.
Domain	No.	Integer
Primary key	Yes	Accounting rule no., Line no.
SQL name	AcRuleNo	The database field name.
API identifier	accountingRuleNo	The API identifier used in GraphQL.
Number	19044

Table 1. Table relations
To table	Purpose	From columns	To columns	Comments
Accounting rule criteria	AccountingRuleCriteria	Accounting rule no.	Accounting rule no.

Action group no.

Used to define accounting rule actions when the total share exceeds 100 %.

Use this field to group actions that should be processed together. Actions with the same Action group no. are treated as one group, and their shares are calculated independently of other groups. This makes it possible to have multiple action groups within the same rule, each with its own total share of 100 % or more. Rounding is applied separately for each action group, using the standard rounding logic.

Property	Value	Description
Visible by default	No	This field is not visible by default in the table display.
Domain	No.	Integer
SQL name	ActGrNo	The database field name.
API identifier	actionGroupNo	The API identifier used in GraphQL.
Number	20610

Credit account

Suggested credit account.

The specified account number will be filled in the Credit account field in the Voucher table, when the accounting rule is applied to the Voucher.

Note:

If you double-click or press * in this field, you can look up a value in the related table.

Property	Value	Description
Visible by default	Yes	This field is visible by default in the table display.
Domain	Account no.	Integer
SQL name	CrAcNo	The database field name.
API identifier	creditAccountNo	The API identifier used in GraphQL.
Number	19052

Table 2. Table relations
To table	Purpose	From columns	To columns
Associate	CreditCustomer	Credit account	Cust. no.
Associate	CreditSupplier	Credit account	Sup. no.
General ledger account	CreditGeneralLedgerAccount	Credit account	Account no.
Capital asset	CreditCapitalAsset	Credit account	Cap. asset no.
All accounts	CreditAllAccounts	Credit account	Account no.

Credit account type

The account type indicates whether the account numbers entered refer to a customer no., supplier no., general ledger account or capital asset account.

A look-up in this field gives you the following list of possible values:

1 - Customer: The account number refer to a customer.
2 - Supplier: The account number refer to a supplier.
3 - General ledger account: The account number refer to a general ledger account.
4 - Capital asset: The account number refer to a capital asset.

Property	Value	Description
Visible by default	No	This field is not visible by default in the table display.
Domain	Account type	Integer
SQL name	CrAcCl	The database field name.
API identifier	creditAccountType	The API identifier used in GraphQL.
Number	19051

Credit VAT code

If you want a specific VAT code to be applied to the voucher line by the accounting rule, you can enter the code here for each credit account.

Note:

If you double-click or press * in this field, you can look up a value in the related table.

Property	Value	Description
Visible by default	Yes	This field is visible by default in the table display.
Domain	VAT code	Integer
SQL name	CrTxCd	The database field name.
API identifier	creditTaxCode	The API identifier used in GraphQL.
Number	19053

Table 3. Table relations
To table	Purpose	From columns	To columns	Comments
VAT code	CreditTaxCode	Credit VAT code	VAT code

Debit account

Suggested debit account.

The specified account number will be filled in the Debit account field in the Voucher table, when accounting rule is applied to the Voucher.

Note:

If you double-click or press * in this field, you can look up a value in the related table.

Property	Value	Description
Visible by default	Yes	This field is visible by default in the table display.
Domain	Account no.	Integer
SQL name	DbAcNo	The database field name.
API identifier	debitAccountNo	The API identifier used in GraphQL.
Number	19049

Table 4. Table relations
To table	Purpose	From columns	To columns
Associate	DebitCustomer	Debit account	Cust. no.
Associate	DebitSupplier	Debit account	Sup. no.
General ledger account	DebitGeneralLedgerAccount	Debit account	Account no.
Capital asset	DebitCapitalAsset	Debit account	Cap. asset no.
All accounts	DebitAllAccounts	Debit account	Account no.

Debit account type

The account type indicates whether the account numbers entered refer to a customer no., supplier no., general ledger account or capital asset account.

A look-up in this field gives you the following list of possible values:

1 - Customer: The account number refer to a customer.
2 - Supplier: The account number refer to a supplier.
3 - General ledger account: The account number refer to a general ledger account.
4 - Capital asset: The account number refer to a capital asset.

Property	Value	Description
Visible by default	No	This field is not visible by default in the table display.
Domain	Account type	Integer
SQL name	DbAcCl	The database field name.
API identifier	debitAccountType	The API identifier used in GraphQL.
Number	19048

Debit VAT code

If you want a specific VAT code to be applied to the voucher line by the accounting rule, you can enter the code here for each debit account.

Note:

If you double-click or press * in this field, you can look up a value in the related table.

Property	Value	Description
Visible by default	Yes	This field is visible by default in the table display.
Domain	VAT code	Integer
SQL name	DbTxCd	The database field name.
API identifier	debitTaxCode	The API identifier used in GraphQL.
Number	19050

Table 5. Table relations
To table	Purpose	From columns	To columns	Comments
VAT code	DebitTaxCode	Debit VAT code	VAT code

Distribution key

The distribution key the accounting rule action is linked to.

Note:

If you double-click or press * in this field, you can look up a value in the related table.

Property	Value	Description
Visible by default	Yes	This field is visible by default in the table display.
Domain	Distribution key	Integer
SQL name	DstGr	The database field name.
API identifier	distributionKeyNo	The API identifier used in GraphQL.
Number	19055

Table 6. Table relations
To table	Purpose	From columns	To columns	Comments
Distribution key	DistributionKey	Distribution key	Distribution key

Line no.

Each line in the table is given a consecutive number in the order in which they are entered.

Note:

The Line no. does not change when inserting new lines between existing ones. The Sort seq. no. specifies the order of the lines and is affected when new lines are inserted between existing lines.

Property	Value	Description
Visible by default	No	This field is not visible by default in the table display.
Domain	No.	Integer
Primary key	Yes	Accounting rule no., Line no.
SQL name	LnNo	The database field name.
API identifier	lineNo	The API identifier used in GraphQL.
Number	19045

Organisational unit 1

Specifies the organisational unit to be applied to the voucher line by the accounting rule.

Organisational units fields can be used freely according to company needs to split accounting, sales and purchases into organisational units. The most common types are department, project and campaign. It is also possible to limit the organisational units a user should see by limiting the organisational units in the Limitation groups, User limitation groups and Limitations. The field appear with the name assigned to it in the Company information table.

Note:

If you double-click or press * in this field, you can look up a value in the related table.

Property	Value	Description
Visible by default	No	This field is not visible by default in the table display.
Domain	Organisational unit no.	Integer
SQL name	R1	The database field name.
API identifier	orgUnit1	The API identifier used in GraphQL.
Number	19056

Table 7. Table relations
To table	Purpose	From columns	To columns	Comments
Organisational unit 1	OrgUnit1	Organisational unit 1	Organisational unit 1 no.

Organisational unit 2

Specifies the organisational unit to be applied to the voucher line by the accounting rule.

Note:

If you double-click or press * in this field, you can look up a value in the related table.

Property	Value	Description
Visible by default	No	This field is not visible by default in the table display.
Domain	Organisational unit no.	Integer
SQL name	R2	The database field name.
API identifier	orgUnit2	The API identifier used in GraphQL.
Number	19057

Table 8. Table relations
To table	Purpose	From columns	To columns	Comments
Organisational unit 2	OrgUnit2	Organisational unit 2	Organisational unit 2 no.

Organisational unit 3

Specifies the organisational unit to be applied to the voucher line by the accounting rule.

Note:

If you double-click or press * in this field, you can look up a value in the related table.

Property	Value	Description
Visible by default	No	This field is not visible by default in the table display.
Domain	Organisational unit no.	Integer
SQL name	R3	The database field name.
API identifier	orgUnit3	The API identifier used in GraphQL.
Number	19058

Table 9. Table relations
To table	Purpose	From columns	To columns	Comments
Organisational unit 3	OrgUnit3	Organisational unit 3	Organisational unit 3 no.

Organisational unit 4

Specifies the organisational unit to be applied to the voucher line by the accounting rule.

Note:

If you double-click or press * in this field, you can look up a value in the related table.

Property	Value	Description
Visible by default	No	This field is not visible by default in the table display.
Domain	Organisational unit no.	Integer
SQL name	R4	The database field name.
API identifier	orgUnit4	The API identifier used in GraphQL.
Number	19059

Table 10. Table relations
To table	Purpose	From columns	To columns	Comments
Organisational unit 4	OrgUnit4	Organisational unit 4	Organisational unit 4 no.

Organisational unit 5

Specifies the organisational unit to be applied to the voucher line by the accounting rule.

Note:

If you double-click or press * in this field, you can look up a value in the related table.

Property	Value	Description
Visible by default	No	This field is not visible by default in the table display.
Domain	Organisational unit no.	Integer
SQL name	R5	The database field name.
API identifier	orgUnit5	The API identifier used in GraphQL.
Number	19060

Table 11. Table relations
To table	Purpose	From columns	To columns	Comments
Organisational unit 5	OrgUnit5	Organisational unit 5	Organisational unit 5 no.

Organisational unit 6

Specifies the organisational unit to be applied to the voucher line by the accounting rule.

Note:

If you double-click or press * in this field, you can look up a value in the related table.

Property	Value	Description
Visible by default	No	This field is not visible by default in the table display.
Domain	Organisational unit no.	Integer
SQL name	R6	The database field name.
API identifier	orgUnit6	The API identifier used in GraphQL.
Number	19061

Table 12. Table relations
To table	Purpose	From columns	To columns	Comments
Organisational unit 6	OrgUnit6	Organisational unit 6	Organisational unit 6 no.

Organisational unit 7

Specifies the organisational unit to be applied to the voucher line by the accounting rule.

The field appear with the name assigned to it in the Company information table.

Note:

If you double-click or press * in this field, you can look up a value in the related table.

Property	Value	Description
Visible by default	No	This field is not visible by default in the table display.
Domain	Long alphanumeric organisational unit no.	Text (40)
SQL name	R7	The database field name.
API identifier	orgUnit7	The API identifier used in GraphQL.
Number	19062

Table 13. Table relations
To table	Purpose	From columns	To columns	Comments
Organisational unit 7	OrgUnit7	Organisational unit 7	Organisational unit 7 no.

Organisational unit 8

Specifies the organisational unit to be applied to the voucher line by the accounting rule.

The field appear with the name assigned to it in the Company information table.

Note:

If you double-click or press * in this field, you can look up a value in the related table.

Property	Value	Description
Visible by default	No	This field is not visible by default in the table display.
Domain	Short alphanumeric organisational unit no.	Text (10)
SQL name	R8	The database field name.
API identifier	orgUnit8	The API identifier used in GraphQL.
Number	19063

Table 14. Table relations
To table	Purpose	From columns	To columns	Comments
Organisational unit 8	OrgUnit8	Organisational unit 8	Organisational unit 8 no.

Organisational unit 9

Specifies the organisational unit to be applied to the voucher line by the accounting rule.

The field appear with the name assigned to it in the Company information table.

Note:

If you double-click or press * in this field, you can look up a value in the related table.

Property	Value	Description
Visible by default	No	This field is not visible by default in the table display.
Domain	Short alphanumeric organisational unit no.	Text (10)
SQL name	R9	The database field name.
API identifier	orgUnit9	The API identifier used in GraphQL.
Number	19064

Table 15. Table relations
To table	Purpose	From columns	To columns	Comments
Organisational unit 9	OrgUnit9	Organisational unit 9	Organisational unit 9 no.

Organisational unit 10

Specifies the organisational unit to be applied to the voucher line by the accounting rule.

The field appear with the name assigned to it in the Company information table.

Note:

If you double-click or press * in this field, you can look up a value in the related table.

Property	Value	Description
Visible by default	No	This field is not visible by default in the table display.
Domain	Short alphanumeric organisational unit no.	Text (10)
SQL name	R10	The database field name.
API identifier	orgUnit10	The API identifier used in GraphQL.
Number	19065

Table 16. Table relations
To table	Purpose	From columns	To columns	Comments
Organisational unit 10	OrgUnit10	Organisational unit 10	Organisational unit 10 no.

Organisational unit 11

Specifies the organisational unit to be applied to the voucher line by the accounting rule.

The field appear with the name assigned to it in the Company information table.

Note:

If you double-click or press * in this field, you can look up a value in the related table.

Property	Value	Description
Visible by default	No	This field is not visible by default in the table display.
Domain	Short alphanumeric organisational unit no.	Text (10)
SQL name	R11	The database field name.
API identifier	orgUnit11	The API identifier used in GraphQL.
Number	19066

Table 17. Table relations
To table	Purpose	From columns	To columns	Comments
Organisational unit 11	OrgUnit11	Organisational unit 11	Organisational unit 11 no.

Organisational unit 12

Specifies the organisational unit to be applied to the voucher line by the accounting rule.

The field appear with the name assigned to it in the Company information table.

Note:

If you double-click or press * in this field, you can look up a value in the related table.

Property	Value	Description
Visible by default	No	This field is not visible by default in the table display.
Domain	Short alphanumeric organisational unit no.	Text (10)
SQL name	R12	The database field name.
API identifier	orgUnit12	The API identifier used in GraphQL.
Number	19067

Table 18. Table relations
To table	Purpose	From columns	To columns	Comments
Organisational unit 12	OrgUnit12	Organisational unit 12	Organisational unit 12 no.

Period key

The period key the accounting rule action is linked to.

Note:

If you double-click or press * in this field, you can look up a value in the related table.

Property	Value	Description
Visible by default	Yes	This field is visible by default in the table display.
Domain	Period key	Integer
SQL name	PrK	The database field name.
API identifier	periodKeyNo	The API identifier used in GraphQL.
Number	19054

Table 19. Table relations
To table	Purpose	From columns	To columns	Comments
Period key	PeriodKey	Period key	Period key

Specifies a fixed share of the voucher amount fields to be posted to the account(s).

Amount fields in Voucher table distributed through the Share field:

Amount
Amount excl. VAT
VAT amount
Amount in currency
Amount excl. VAT in currency
VAT amount in currency

Note:

When setting up Accounting rule actions on either Debit or Credit side, Share shall match 100% to get balance correctly, otherwise it will require manual intervention on the batch. When it comes to the Share field used on Accounting rule action on both Debit and Credit, it is the user responsibility to set it up properly to get balance correctly.

Property	Value	Description
Visible by default	Yes	This field is visible by default in the table display.
Domain	Percent	Decimal
SQL name	Shr	The database field name.
API identifier	share	The API identifier used in GraphQL.
Number	19047

Sort seq. no.

The order of the lines.

In the Editing group, select Insert before (Ctrl+I) or Insert after (Shift+Ctrl+I) to insert rows between existing ones. Then all the existing subsequent lines will get an updated number.

Property	Value	Description
Visible by default	No	This field is not visible by default in the table display.
Domain	Sort seq. no.	Integer
Write Access	None	You are not allowed to modify the value in this field.
SQL name	Srt	The database field name.
API identifier	sortSequenceNo	The API identifier used in GraphQL.
Number	19046

Control columns

Control columns include information about who has changed the record last and when, and which process that is currently editing the record.

Changed by user

The name of the user that changed the record.

Property	Value	Description
Visible by default	No	This field is not visible by default in the table display.
Domain	User name	Text (24)
Write Access	None	You are not allowed to modify the value in this field.
SQL name	ChUsr	The database field name.
API identifier	changedByUser	The API identifier used in GraphQL.
Number	A unique column number.

Changed date

The date when the record was changed.

Property	Value	Description
Visible by default	No	This field is not visible by default in the table display.
Domain	Date	Integer
Write Access	None	You are not allowed to modify the value in this field.
SQL name	ChDt	The database field name.
API identifier	changedDate	The API identifier used in GraphQL.
Number	A unique column number.

Changed time

The time when the record was changed.

Property	Value	Description
Visible by default	No	This field is not visible by default in the table display.
Domain	Time	Integer
Write Access	None	You are not allowed to modify the value in this field.
SQL name	ChTm	The database field name.
API identifier	changedTime	The API identifier used in GraphQL.
Number	A unique column number.

Changed time stamp

The date and time when the record was changed.

The field is updated with the UTC time.

This value can be used by external systems to replicate changed data. The column is indexed.

Property	Value	Description
Visible by default	No	This field is not visible by default in the table display.
Domain	Date/time	DateTime
Write Access	None	You are not allowed to modify the value in this field.
SQL name	ChTs	The database field name.
API identifier	changedTimestamp	The API identifier used in GraphQL.
Number	A unique column number.

Created by user

The name of the user that created the record.

Property	Value	Description
Visible by default	No	This field is not visible by default in the table display.
Domain	User name	Text (24)
Write Access	None	You are not allowed to modify the value in this field.
SQL name	CreUsr	The database field name.
API identifier	createdByUser	The API identifier used in GraphQL.
Number	A unique column number.

Created date

The date when the record was created.

Property	Value	Description
Visible by default	No	This field is not visible by default in the table display.
Domain	Date	Integer
Write Access	None	You are not allowed to modify the value in this field.
SQL name	CreDt	The database field name.
API identifier	createdDate	The API identifier used in GraphQL.
Number	A unique column number.

Created time

The time when the record was created.

Property	Value	Description
Visible by default	No	This field is not visible by default in the table display.
Domain	Time	Integer
Write Access	None	You are not allowed to modify the value in this field.
SQL name	CreTm	The database field name.
API identifier	createdTime	The API identifier used in GraphQL.
Number	A unique column number.

Created time stamp

The date and time when the record was created.

The field is updated with the UTC time.

Property	Value	Description
Visible by default	No	This field is not visible by default in the table display.
Domain	Date/time	DateTime
Write Access	None	You are not allowed to modify the value in this field.
SQL name	CreTs	The database field name.
API identifier	createdTimestamp	The API identifier used in GraphQL.
Number	A unique column number.

Edit status

The current status of the record.

A look-up in this field gives you the following list of possible values:

0 - Unchanged: The record is read, but not changed.

1 - Inserted: The record is new.

2 - Changed: The record is changed.

3 - Deleted: The record is deleted.

Property	Value	Description
Visible by default	No	This field is not visible by default in the table display.
Domain	Edit status	Integer
Write Access	None	You are not allowed to modify the value in this field.
SQL name	LckSt	The database field name.
API identifier	editStatus	The API identifier used in GraphQL.
Number	A unique column number.

Process no

The Process no. from the Active company process table which is currently using or has control of this record.

Note:

If you double-click or press * in this field, you can look up a value in the related table.

Property	Value	Description
Visible by default	No	This field is not visible by default in the table display.
Domain	Process no.	Integer
Write Access	None	You are not allowed to modify the value in this field.
SQL name	ChPrc	The database field name.
API identifier	lockedByProcessNo	The API identifier used in GraphQL.
Number	A unique column number.

Table 20. Table relations
To table	Purpose	From columns	To columns	Comments
Active company process	CompanyProcess	Process no.	Process no.