Recurring journal with Auto Post
So im trying to create a rule that pulls selected journals forward than posts them automaticaly. I have my test journal pulling forward as expected but when im trying to post the journal in rule below its causing the rule to error. The line in question is, BRApi.Journals.Process.ExecutePost(si, journalObjectHeader.UniqueID) What am i missing it seems pretty straight forward? Imports System Imports System.Data Imports System.Data.Common Imports System.IO Imports System.Collections.Generic Imports System.Globalization Imports System.Linq Imports Microsoft.VisualBasic Imports System.Windows.Forms Imports OneStream.Shared.Common Imports OneStream.Shared.Wcf Imports OneStream.Shared.Engine Imports OneStream.Shared.Database Imports OneStream.Stage.Engine Imports OneStream.Stage.Database Imports OneStream.Finance.Engine Imports OneStream.Finance.Database Imports System.IO.Compression Namespace OneStream.BusinessRule.Extender.CA_JournalRecurring2 Public Class MainClass Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As ExtenderArgs) As Object Try Select Case args.FunctionType Case Is = ExtenderFunctionType.Unknown CopyJournal(si) Case Is = ExtenderFunctionType.ExecuteDataMgmtBusinessRuleStep Case Is = ExtenderFunctionType.ExecuteExternalDimensionSource 'Add External Members Dim externalMembers As New List(Of NameValuePair) externalMembers.Add(New NameValuePair("YourMember1Name","YourMember1Value")) externalMembers.Add(New NameValuePair("YourMember2Name","YourMember2Value")) Return externalMembers End Select Return Nothing Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Function Private Sub CopyJournal(ByVal si As SessionInfo) Try 'retrieve the names of the workflow parameters and concatenate them together Dim profilePostfix As String = brapi.Workflow.Metadata.GetProfile(si,si.WorkflowClusterPk.ProfileKey).Name Dim scenarioPostfix As String = brapi.Finance.Members.GetMemberName(si,dimtype.Scenario.Id, si.WorkflowClusterPk.ScenarioKey) Dim timePostfix As String = brapi.Finance.Members.GetMemberName(si, dimtype.Time.Id, si.WorkflowClusterPk.TimeKey) Dim strPostfix As String = $"{profilePostfix}_{scenarioPostfix}_{timePostfix}" 'The name of the journal to copy Dim journalName As String ="Tax Accruals_Houston.journals_Actual_2011M2" Dim oldJournalObject As JournalEx = BRApi.Journals.Metadata.GetJournalOrTemplate(si, journalName) brapi.ErrorLog.LogMessage(si, journalName) 'Remove the postfix from the old journal name to get the name Dim strOldName As String = oldJournalObject.Header.Header.Name Dim oldProfileName As String = brapi.Workflow.Metadata.GetProfile(si,oldJournalObject.Header.Header.WorkflowProfileID).Name strOldName = strOldName.Remove(strOldName.IndexOf(oldProfileName)) brapi.ErrorLog.LogMessage(si, strOldName) 'create a copy of the journal header Dim journalObjectHeader As New JournalHeader(oldJournalObject.Header.Header) 'Update the required parameters journalObjectHeader.Name = $"RF_{strOldName}{strPostfix}" journalObjectHeader.Description = $"Roll Forward from {oldJournalObject.Header.Header.name}: {oldJournalObject.Header.Header.Description}" journalObjectHeader.UniqueID = Guid.NewGuid() journalObjectHeader.MemberIds.Scenario = si.WorkflowClusterPk.ScenarioKey journalObjectHeader.MemberIds.Time = si.WorkflowClusterPk.TimeKey journalObjectHeader.WorkflowProfileID = si.WorkflowClusterPk.ProfileKey ' Log the unique ID Of the journal before posting brapi.ErrorLog.LogMessage(si, $"Journal UniqueID: {journalObjectHeader.UniqueID}") 'Journal status as working journalObjectHeader.JournalStatus = JournalStatus.Working 'Create a copy of the journal line item using linq Dim journalObjectLineItems As list(Of JournalLineItem) = oldJournalObject.LineItems.Select(Function(x) New JournalLineItem(x.LineItem)).tolist 'Create a new journal object Dim journalObject As New Journal(journalObjectHeader, journalObjectLineItems) 'Save it BRApi.Journals.Metadata.SaveJournalOrTemplateUsingIds(si, journalObject, False, True) ' Post the journal using ExecutePost BRApi.Journals.Process.ExecutePost(si, journalObjectHeader.UniqueID) brapi.ErrorLog.LogMessage(si, $"Journal '{journalObjectHeader.Name}' posted successfully.") Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Sub
Where does Stored Calculations store Data?
Today, a customer asked me:Where do stored calculations store data? api.Data.Calculate If Statements In stored calculations, If Statements are helpful to specify that a formula is only required to execute on specific Data Units, as shown in the image below. If ((Not api.Entity.HasChildren()) And (api.Cons.IsLocalCurrencyForEntity()))contains two logical operators (AndandNot). Due to theANDoperator, the statement api.Data.Calculate("S#Forecast = S#Actual") betweenThenandEnd Ifwill only run if both of the following are true: The Entity is a Base-level Entity Member, i.e.: doesNOThave Children (Not api.Entity.HasChildren()) The Consolidation Member is Local indicating the Entity Member's local currency (api.Cons.IsLocalCurrencyForEntity()) The statementapi.Data.Calculate("S#Forecast = S#Actual")will copy the S#Actual data buffer to the S#Forecast data buffer. TheIf...End Ifis limiting the calculation statement to execute only for specific Data Unit Dimension Members. Other consideration to take into account when creating store calculation rules.💥 api.Data.Calculate("A#CashCalc=RemoveZeros(A#10000)")uses the RemoveZeros function to remove cells with No Data or 0.00 cells in the A#10000 data buffer. The results are stored in the A#CashCalc data buffer. The RemoveZeros function is to help with performance if there are large amounts of No Data or 0.00 cells. END IF😂😀😃
Can an entity be excluded from a confirmation rule?
We have created a set of confirmation rules for our forms. However, there is a company that is failing the rule because of an adjustment that must be made by recommendation of the auditors but would not otherwise be accepted. Is there a way to exclude just this company from the rule?Running a dashboard component within extensibility
Happy Wednesday, I'm trying to automate our account recs module. I have been successful in automating the data load. But I'm trying to figure how tocall that "process" within my extensibility rule. I tried to trace back the rule that executes the process recons. What I found was a DB Extender rule (RCM_SolutionHelper), that is been referenced within a button component. Wondering if there is a way to call that function. Would appreciate any ideas. Best, Mustafa A
