Amount and Annotation Confirmation Rule
Hello, I'm trying to create a confirmation rule that looks if these two accounts have a difference of 10k USD or more and if so it looks to see if it has a comment (annotation) made by our user and if it doesn't it will fail. So far I got the first part to see if the value is over 10k, but checking it to see if there's a comment also is confusing me. args.ConfirmationRuleArgs.DisplayValue = math.Round(api.Data.GetDataCell("A#Bad_Debt_Comp:U1#Top1:U2#Top2:U3#Top3:U4#Top4:U5#Top5:U6#Top6:U7#USGAAP:F#TopFlow:O#Top:I#Top:C#USD").cellAmount, 2) If System.Math.Abs(args.ConfirmationRuleArgs.DisplayValue) > 10000 Then args.ConfirmationRuleArgs.Info1 = "Bad Debt USD = " & String.Format("{0:#,##0}",math.Round(api.Data.GetDataCell("A#0319:U1#Top1:U2#Top2:U3#Top3:U4#Top4:U5#Top5:U6#Top6:U7#USGAAP:F#TopFlow:O#Top:I#Top:C#USD").cellAmount, 0)) args.ConfirmationRuleArgs.Info2 = "CCM Bad Debt USD = " & String.Format("{0:#,##0}",math.Round(api.Data.GetDataCell("A#CCMBadDebt:U1#Top1:U2#Top2:U3#Top3:U4#Top4:U5#Top5:U6#Top6:U7#USGAAP:F#TopFlow:O#Top:I#Top:C#USD.cellAmount, 0)) 'args.ConfirmationRuleArgs.Info3 = "Out of BALANCE Check = " & String.Format("{0:#,##0}",math.Round(api.Data.GetDataCell("A#BALANCE:U1#Top1:U2#Top2:U3#Top3:U4#Top4:U5#Top5:U6#Top6:U7#USGAAP:F#TopFlow:O#Top:I#Top:C#USD").cellAmount, 0)) Return True Else args.ConfirmationRuleArgs.Info1 = "Bad Debt USD = " & String.Format("{0:#,##0}",math.Round(api.Data.GetDataCell("A#0319:U1#Top1:U2#Top2:U3#Top3:U4#Top4:U5#Top5:U6#Top6:U7#USGAAP:F#TopFlow:O#Top:I#Top:C#USD").cellAmount, 0)) args.ConfirmationRuleArgs.Info2 = "CCM Bad Debt USD = " & String.Format("{0:#,##0}",math.Round(api.Data.GetDataCell("A#CCMBadDebt:U1#Top1:U2#Top2:U3#Top3:U4#Top4:U5#Top5:U6#Top6:U7#USGAAP:F#TopFlow:O#Top:I#Top:C#USD).cellAmount, 0)) 'args.ConfirmationRuleArgs.Info3 = "Out of BALANCE Check = " & String.Format("{0:#,##0}",math.Round(api.Data.GetDataCell("A#BALANCE:U1#Top1:U2#Top2:U3#Top3:U4#Top4:U5#Top5:U6#Top6:U7#LOAD:F#TopFlow:O#Top:I#Top:C#USD").cellAmount, 0)) Return False End If Would I just add another add an another section and say: args.ConfirmationRuleArgs.DisplayValue = api.Data.GetDataCell("A#0319:U1#Top1:U2#Top2:U3#Top3:U4#Top4:U5#Top5:U6#Top6:U7#USGAAP:F#TopFlow:O#Top:I#Top:C#USD:V#Annotation").cellAmount If System.Math.Abs(args.ConfirmationRuleArgs.DisplayValue) = " " Then I'm a bit new to writing confirmation rules, so this is a bit out of my wheel house. I did download a Confirmation Rules PPT from a 2016 OS Conference which was helpful, but still stuck. Thanks WillSolved2.6KViews1like6CommentsFormat output of confirmation rule
Hi I am getting some large numbers out of my confirmation rules and I am looking for ways to format the output so it is easier to read. Preferably commas between the thousands, millions, billions... etc but would also like to know what other formatting options are available as well. Currently my output is the below and I am trying to make the 'math.Round(Acc1,2)' part easier to read. Does anyone know of a resource that lists the different formatting options? Or just how to add the comma seperators? Thanks SimonSolved2.5KViews0likes3CommentsWriting to the Cube using Confirmation Rule?
Originally posted by James Kirkby Hello: I want to have a confirmation rule write a value to a single intersection (api.data.calculate) by either calling a finance business rule or writing the calculate directly into rule text. The rule loops thru base entities and certain accounts, then writes the value stored there to a single member; basically, a check to ensure that all base members foot to the top of a hierarchy in USD (We have had issues with this in the past, and now have historical data that doesn't foot in certain areas identified in our most recent conversion.) I don't want this to run on a member formula as it will significantly slow down consolidation on all other data units, and this really is a confirmation by nature; a data quality check. Our consultants suspect that this may be by design; that during the running of confirmation rule, the cubecan't get written to. PS - I can confirm the data calculate is in fact running as I'm writing the calc string to the error log; also that the intersection I'm writing to is in fact open for writing. Let me know your thoughts and thank you: James Kirkby2.3KViews0likes2CommentsFormat of Frequency Member Filter for Confirmation Rules
Hi I am tried to configure a hard error on quarters and warning on off months for IC balances above thresholds. The error I can use frequency Quarterly but for the warning I want it to run 1,2,4,5 etc. I tried#TWFYearM1 or just 1 or just M1 but none of them worked. Help? Also checked the documentation says nothing about format and there are no examples in Golfstream.Solved2KViews0likes2CommentsConfirmation rules for unrelated entities
Hi everyone, Just hoping for a few pointers in case others have come across this before... I have a "Group Overlay" workflow set-up specifically to post central adjustments at year-end (for tax purposes mostly). It works fine as it has a specific workflow channel assigned meaning that the group tax team can review numbers submitted by businesses after they have been completed and then overlay group adjustments without having to unlock/uncertify the indiviudal workflows. However, I want to be able to run confirmation rules within this group adjustment workflow. I haven't got this working, here are some of the things I've found. Has anyone else done something similar? If so I would welcome your ideas! - The adjustment workflow has no entities assigned to it, but it does have "Can load to unrelated entities" option ticked" to allow adjustments to any entity in the group - Because there are no assigned entities, the normal confirmation rule logic needs some tweaking I think as there are no entities to loop through like in a "normal" workflow with assigned entities. - I tried adding a parent entity (for a test) to the Calculation Definitions and ticking the "Confirmed" flag and this works fine but I don't know how I can get this to work for all base entities (which is what I'm wanting the confirmation rule to do). - I think maybe I could write a For Next loop in the confirmation rule to loop through every base entity, picking out when the balance sheet doesn't balance (for example) for each entity and then return the errors to the confirmation args possibly. (Haven't finished trying to get this to work but maybe it's a possibility) So just wondering if there is an easier way that I'm not seeing at the moment? FYI - all the base entities are assigned to their own workflows so I don't believe I can assign them to this central workflow as well? Thanks in advance, RichardSolved1.7KViews0likes3CommentsConfirmation rule frequency member filter - apply after a particular time
Hi Everyone, Here's a (hopefully!) simple question to see if anyone has done this... I want a confirmation to run but only after T#2022M12 and onwards so that if a workflow was ever run in the past for some reason then this confirmation rule would not be triggered. I've played around with the Frequency Member Filter in confirmation rules but haven't got it to work. I want to to say something like: "Where Time > 2022M12" but obviously in the correct syntax. Is something like this possible? Thanks! RichardSolved1.6KViews0likes3CommentsCustomize answers to the certification questions
Hi all, Is it somehow possible to customize the answers to the certification questions? We would generally only want yes/no, but by default there is now a whole list of possible answers. We are looking for a way to limit this list. With kind regards, Tim1.5KViews2likes3CommentsI want to return a warning if a user certifies phase 2 on a workflow without having certified phase 1 when using workflow channels
Originally posted by Tommy Sandi 3/10/2020 I want just to return a warning if a user certifies phase 2 on a workflow without having certified phase 1 when using workflow channels. I can stop the user from doing that with an event handler and a throw XFException but that would stop the certification process, while i'd rather give the warning but still complete the certification. I suggested the use of confirmation rules as a better alternative but the customer wants popups messages. I can also throw an error in a IsBeforeEvent=False, but still that would log as an error, while it is only a warning1.3KViews0likes1CommentDoes anyone have an example of how to apply the Confirmation Rule across several years, displaying each value separately?
Originally posted by Rassie Smit 12/13/2019 Does anyone have an example of how to apply the Confirmation Rule across several years, displaying each value separately?1.3KViews0likes1Comment