Accounting rule criteria
This table contains one row for each accounting rule, used for distribution of accounting postings on the voucher line.
Distribution of accounting postings can be performed in the Voucher table, by:
- Running the Propose from rules processing
- Manual entry in Accounting rule no. field
See also: Voucher
The following fields exist in this table:
Acceptance status
Indicates the current state of an accounting rule.
Here, you can accept or reject suggested rules according to the company’s accounting requirements. This action can also be done from the Rule criteria details.
- 0 - Accepted
- The rule is approved and will be used during accounting.
- 1 - Suggested
- A rule detected by the Accounting rule suggester based on voucher patterns. This rule will not be used during accounting until it is accepted. Otherwise, it should be rejected.
- 2 - Rejected
- The rule will not be used during accounting and neither this rule, nor equivalent rules, will be suggested again unless the rule is deleted. Equivalent rules may be slightly different, but cover the use case of a candidate rule to be suggested.
| Property | Value | Description |
|---|---|---|
| Visible by default | No | This field is not visible by default in the table display. |
| Domain | Acceptance status | Integer |
| SQL name | AccStat | The database field name. |
| API identifier | acceptStatus | The API identifier used in GraphQL. |
| Number | 20647 |
Accounting rule no.
A unique number identifying the accounting rule.
| 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. |
| SQL name | AcRuleNo | The database field name. |
| API identifier | accountingRuleNo | The API identifier used in GraphQL. |
| Number | 19020 |
Accounting rule processing
Defines how to process the accounting rule.
- Overwrite already filled values
- By default only empty fields on the voucher will be filled with values
of the accounting rule. If enabled, the specified values of the accounting rule will
overwrite the values on the voucher line.
Recent improvements ensure that if Overwrite already filled values has been enabled, the original value will now remain in place if the value from the action is empty.
| Property | Value | Description |
|---|---|---|
| Visible by default | Yes | This field is visible by default in the table display. |
| Domain | Accounting rule processing | Integer |
| SQL name | AcRuleProc | The database field name. |
| API identifier | accountingRuleProcessing | The API identifier used in GraphQL. |
| Number | 19034 |
Country no.
Defines the Country no. to be validated on the Associate.
| Property | Value | Description |
|---|---|---|
| Visible by default | Yes | This field is visible by default in the table display. |
| Domain | Country no. | Integer |
| SQL name | Ctry | The database field name. |
| API identifier | countryNo | The API identifier used in GraphQL. |
| Number | 19024 |
| To table | Purpose | From columns | To columns | Comments |
|---|---|---|---|---|
| Country | Country |
|
Credit note
When selected, the accounting rule will be suggested for credit notes by Propose from rules processing.
| Property | Value | Description |
|---|---|---|
| Visible by default | Yes | This field is visible by default in the table display. |
| Domain | Boolean | Integer |
| SQL name | CrNt | The database field name. |
| API identifier | creditNote | The API identifier used in GraphQL. |
| Number | 19085 |
Currency no.
Defines the Currency no. to be validated on the Voucher.
| Property | Value | Description |
|---|---|---|
| Visible by default | Yes | This field is visible by default in the table display. |
| Domain | Currency no. | Integer |
| SQL name | CurNo | The database field name. |
| API identifier | currencyNo | The API identifier used in GraphQL. |
| Number | 19028 |
| To table | Purpose | From columns | To columns | Comments |
|---|---|---|---|---|
| Currency | Currency |
|
Description
The description of the accounting rule.
| Property | Value | Description |
|---|---|---|
| Visible by default | Yes | This field is visible by default in the table display. |
| Domain | String of length 80 | Text (80) |
| SQL name | Descr | The database field name. |
| API identifier | description | The API identifier used in GraphQL. |
| Number | 19022 |
From date
Defines the start date when the rule is valid.
The Value date field on the voucher line must be the same or later, to be validated for automatic accounting rule proposal.
The date is validated using the regional settings in Windows.
| Property | Value | Description |
|---|---|---|
| Visible by default | Yes | This field is visible by default in the table display. |
| Domain | Date | Integer |
| SQL name | FrDt | The database field name. |
| API identifier | fromDate | The API identifier used in GraphQL. |
| Number | 19031 |
Maximum amount
Defines the maximum currency amount on the voucher valid for automatic accounting rule proposal.
| Property | Value | Description |
|---|---|---|
| Visible by default | Yes | This field is visible by default in the table display. |
| Domain | Amount | Decimal |
| SQL name | MaxCurAm | The database field name. |
| API identifier | maxAmountInCurrency | The API identifier used in GraphQL. |
| Number | 19030 |
Minimum amount
Defines the minimum currency amount on the voucher valid for automatic accounting rule proposal.
| Property | Value | Description |
|---|---|---|
| Visible by default | Yes | This field is visible by default in the table display. |
| Domain | Amount | Decimal |
| SQL name | MinCurAm | The database field name. |
| API identifier | minAmountInCurrency | The API identifier used in GraphQL. |
| Number | 19029 |
Organisational unit 1
The field is used to specify organisational unit.
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.
| 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 | 20579 |
| To table | Purpose | From columns | To columns | Comments |
|---|---|---|---|---|
| Organisational unit 1 | OrgUnit1 |
|
Organisational unit 2
The field is used to specify organisational unit.
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.
| 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 | 20580 |
| To table | Purpose | From columns | To columns | Comments |
|---|---|---|---|---|
| Organisational unit 2 | OrgUnit2 |
|
Organisational unit 3
The field is used to specify organisational unit.
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.
| 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 | 20581 |
| To table | Purpose | From columns | To columns | Comments |
|---|---|---|---|---|
| Organisational unit 3 | OrgUnit3 |
|
Organisational unit 4
The field is used to specify organisational unit.
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.
| 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 | 20582 |
| To table | Purpose | From columns | To columns | Comments |
|---|---|---|---|---|
| Organisational unit 4 | OrgUnit4 |
|
Organisational unit 5
The field is used to specify organisational unit.
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.
| 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 | 20583 |
| To table | Purpose | From columns | To columns | Comments |
|---|---|---|---|---|
| Organisational unit 5 | OrgUnit5 |
|
Organisational unit 6
The field is used to specify organisational unit.
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.
| 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 | 20584 |
| To table | Purpose | From columns | To columns | Comments |
|---|---|---|---|---|
| Organisational unit 6 | OrgUnit6 |
|
Organisational unit 7
The field is used to specify organisational unit.
The field appear with the name assigned to it in the Company information 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 | 20603 |
| To table | Purpose | From columns | To columns | Comments |
|---|---|---|---|---|
| Organisational unit 7 | OrgUnit7 |
|
Organisational unit 8
The field is used to specify organisational unit.
The field appear with the name assigned to it in the Company information 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 | 20604 |
| To table | Purpose | From columns | To columns | Comments |
|---|---|---|---|---|
| Organisational unit 8 | OrgUnit8 |
|
Organisational unit 9
The field is used to specify organisational unit.
The field appear with the name assigned to it in the Company information 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 | 20605 |
| To table | Purpose | From columns | To columns | Comments |
|---|---|---|---|---|
| Organisational unit 9 | OrgUnit9 |
|
Organisational unit 10
The field is used to specify organisational unit.
The field appear with the name assigned to it in the Company information 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 | 20606 |
| To table | Purpose | From columns | To columns | Comments |
|---|---|---|---|---|
| Organisational unit 10 | OrgUnit10 |
|
Organisational unit 11
The field is used to specify organisational unit.
The field appear with the name assigned to it in the Company information 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 | 20607 |
| To table | Purpose | From columns | To columns | Comments |
|---|---|---|---|---|
| Organisational unit 11 | OrgUnit11 |
|
Organisational unit 12
The field is used to specify organisational unit.
The field appear with the name assigned to it in the Company information 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 | 20608 |
| To table | Purpose | From columns | To columns | Comments |
|---|---|---|---|---|
| Organisational unit 12 | OrgUnit12 |
|
Priority
The priority of the accounting rule.
Highest value entered on the accounting rule has the highest priority (100 is more than 1...).
| Property | Value | Description |
|---|---|---|
| Visible by default | Yes | This field is visible by default in the table display. |
| Domain | No. | Integer |
| SQL name | Pri | The database field name. |
| API identifier | priority | The API identifier used in GraphQL. |
| Number | 19021 |
Sup. no.
Defines the Sup. no. to be validated on the Voucher when proposing automatically generated accounting postings.
| Property | Value | Description |
|---|---|---|
| Visible by default | Yes | This field is visible by default in the table display. |
| Domain | Sup. no. | Integer |
| SQL name | SupNo | The database field name. |
| API identifier | supplierNo | The API identifier used in GraphQL. |
| Number | 19023 |
| To table | Purpose | From columns | To columns | Comments |
|---|---|---|---|---|
| Associate | Supplier |
|
Suspended
When selected, the accounting rule will not be suggested by the Propose from rules processing.
Suspended accounting rules can be manually selected on the Voucher line.
| Property | Value | Description |
|---|---|---|
| Visible by default | Yes | This field is visible by default in the table display. |
| Domain | Boolean | Integer |
| SQL name | Susp | The database field name. |
| API identifier | suspended | The API identifier used in GraphQL. |
| Number | 19033 |
Text
Defines the text to be compared with the text on the Voucher.
| Property | Value | Description |
|---|---|---|
| Visible by default | Yes | This field is visible by default in the table display. |
| Domain | Text | Text (200) |
| SQL name | Txt | The database field name. |
| API identifier | text | The API identifier used in GraphQL. |
| Number | 19025 |
Text processing
How the text on the Voucher should be processed.
- 0 - All the words
- All the words must be found on the voucher text, regardless of order.
- 1 - Any of the words
- At least one of the words must be found on the voucher text.
- 2 - Exactly
- The text has to match exactly on the voucher text.
| Property | Value | Description |
|---|---|---|
| Visible by default | Yes | This field is visible by default in the table display. |
| Domain | Text processing | Integer |
| SQL name | TxtProc | The database field name. |
| API identifier | textProcessing | The API identifier used in GraphQL. |
| Number | 19026 |
To date
Defines the end date when the rule is valid.
The Value date field on the voucher line must be the same or earlier, to be considered for automatic accounting rule proposal.
The date is validated using the regional settings in Windows.
| Property | Value | Description |
|---|---|---|
| Visible by default | Yes | This field is visible by default in the table display. |
| Domain | Date | Integer |
| SQL name | ToDt | The database field name. |
| API identifier | toDate | The API identifier used in GraphQL. |
| Number | 19032 |
VAT rate
Defines the VAT rate to be validated on the Voucher.
| Property | Value | Description |
|---|---|---|
| Visible by default | Yes | This field is visible by default in the table display. |
| Domain | Percent | Decimal |
| SQL name | VatRt | The database field name. |
| API identifier | vatRate | The API identifier used in GraphQL. |
| Number | 19027 |
Zero VAT rate
When selected, 0 value will be displayed in the VAT rate column.
If the Zero VAT rate field is selected, the VAT rate field will be cleared and vice versa. If Zero VAT rate is empty and VAT rate is empty then all VAT rates on the voucher are valid on the accounting rule.
| Property | Value | Description |
|---|---|---|
| Visible by default | Yes | This field is visible by default in the table display. |
| Domain | Boolean | Integer |
| SQL name | ZeroVatRt | The database field name. |
| API identifier | zeroVatRate | The API identifier used in GraphQL. |
| Number | 19118 |
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.
| 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. |
| To table | Purpose | From columns | To columns | Comments |
|---|---|---|---|---|
| Active company process | CompanyProcess | Process no. | Process no. |