Steps to Set-up CoA Results

Results are used when you need to store additional accounting information, possibly for sending to a downstream system.  The fields and logic for Step 5 of the wizard, which allows you to specify results, are configured in the ChartofAccountsResults rule.  Unlike the ChartofAccountsCriteria rule, results only requires the configuration of one rule.  Check boxes are automatically generated on the Chart of Accounts Wizard Step 5 Results screen when you configure a result.  

The result check box indicates whether or not the result value should be captured from the transaction or suspense activity and written to the AsAccountingDetailField table.  The transaction or suspense must be configured to have the matching value required.

By checking a result when a transaction or suspense is processed, the extra result information is written to the AsAccountingDetailField table, which is linked to the AsAccountingDetail table via the AccountingDetailGUID.  The value to write comes from the transaction or suspense configuration and must match exactly what is configured for the results section.  

XML Example:

XML Definitions

Note:  The account number format option described in the XML below is not supported in this release.