ChartofAccountsCriteria

Element/Tag

Definition

Attribute

Element/Attribute Value and Description

<ChartOfAccountsCriteria>

The opening and closing tag.

         <TransactionAccounting>

Optional element;

List of Criteria information for transaction accounts

                 <Criteria>

Required / Repeatable element;

Used to define the Criteria information for the (dynamic) fields on the ChartOfAccountsScreen business rule.

NAME

CATEGORY

CATEGORYFIELD

WILDCARD

Required attribute;

="String"

Name of COA (Criteria) field to match criteria up to

Required attribute;

="MATH / POLICY"

Source from where values will be obtained. Specifies how to get a value to match criteria. This is of DataType, String.

MATH - To retrieve the value from a MathVariable in the Transaction

POLICY - To retrieve the value from AsPolicy and AsPolicyField  

Required attribute;

="String"

Name of the Field or MathVariable whose values are used to match the Criteria value

Optional attribute;

="String"

Used to specify a value in the Criteria drop down according to which the results are to be generated.

Note:

Usual practice is to set it with the pre-defined value, "00". When set with this value, conditions are overriden(ignored).

     <SuspenseAccounting>

Optional element;

List of Criteria information for suspense accounts.

              <Criteria>

Required / Repeatable element;

Used to define the Criteria information for the (dynamic) fields on the ChartOfAccountsScreen business rule.

NAME

CATEGORY

CATEGORYFIELD

SQL

WILDCARD

Required Attribute

="String"

Name of COA (criteria) field to match criteria up to.

Required attribute;

="SQL / SUSPENSE"

Source from where values will be obtained. Specifies how to get a value to match criteria.

SUSPENSE - To retrieve the value from AsSuspense and AsSuspenseField. Any Field from the Suspense screen

SQL - To retrieve the value from the SQL statement.  SQL attribute must be present for this.

Required attribute;

="String"

Name of the Field or MathVariable to use as the values of the Accounting Field and the Parts of Account Number Format

Note:

Required for all the CATEGORY values other than SQL. The SQL statement is mentioned in the SQL attribute

Required if CATEGORY is set to SQL;

="SQL statement"

SQL Statement from which the values should be retrieved

SQL Statement from which the values should be retrieved.

Optional attribute;

="String"

Used to specify a value in the Criteria drop down according to which the results should be generated.

Note:

Usual practice is to set it with the Pre-defined value, "00". When set with this value, conditions are overridden (ignored)