Free field loading
This screen is used to set up the transit of information between the fields of a source business object and the free fields of a target business object.
With the current version of the product, it is only possible to set up the transit of information between
Expense(s)and Asset, This transit is implemented when creating or updating an asset by grouping one or more expenses.
The setup of the transit consists in indicating:
the Expense fields whose information must transit to the Asset,
and for each of these fields:
the AssetFree field in which the information will be recorded.
Prerequisite
Refer to documentation Implementation
Screen management
This screen consists of:
- a header used to specify the company for which the information transit is defined, the description of this transit, the source object and the target object.
- a tab containing a table used to select the source fields as well as the target fields, and to set the terms of the transit between these fields.
Header
Presentation
The header is used to:
- identify the company for which the information transit of the free fields is defined,
- enter the description of the rule,
- specify the source object and the target object.
If no company is entered, the setup will be applied to all companies that do not have their own setup.
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Fields
The following fields are present on this tab :
| It is the company affected by the setup. If the company is not specified, the default setup will apply to all companies without specific setups. |
| This field is used to specify the source job object. |
| This field is used to specify the target job object. |
| Setup description. |
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Tab Transit
Presentation
This tab consists of a single table used:
to list the expense fields and to define for each of them, the asset target free field in which the data will be recorded,
for each of these fields, to set the rule for loading the asset free field, when the asset is attached to several expenses.
This loading rule is defined as follows :
Total :this field is reserved for numeric fields. When set to Yes, it is used to specify that the total values of the different grouped expenses must appear in the target field of the asset.
Same value : When set to Yes, it means that if all the expenses have the same value, this value will be transmitted to the free field of the asset. It is set to No to indicate that the value present on the expenses will not load the free field of the asset. In this case, it is then possible to enter a Constant value in the corresponding field. If no Constant value is entered, the asset will be loaded with the value present on the main expense.
Or empty :this field is associated with the previous field when the latter is set to Yes. It is used to specify that if the value is not present on some of the expenses, the value present on the other expenses will be transmitted to the free field of the asset. Set to No, it indicates that in order to be transmitted to the free field of the asset, the value must be the same on all the expenses.
Empty/principal:this field is associated with the 2 previous fields when they are set to Yes. It is used to specify whether the target free field will remain empty, or if it will fed with the value of the main expense when the conditionsSame value or Empty are not fulfilled.
Constant:this field can be accessed only if the field Same value is set to No. It is used to specify the constant value to be implemented in the free field of the asset, regardless of the value entered on the expenses.
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Fields
The following fields are present on this tab :
Grid List of values
| This field is used to precise the target dimension. A single dimension can be used several times as source dimension. |
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| This field is used to precise the target dimension. This is necessarily a free dimension that can only be used once. The free field entered must be of the same nature as the chosen source dimension: alphanumeric , amount or date. Its size must be superior or equal to that of the source dimension. |
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| This field is only accessible for the numeric fields. It is used to specify that the target section will receive the totals of the source section where several source records are grouped to load a target record. |
| This field is used to specify that all the source recordings must have the same value in this heading, in order for this value to be discharged in the target recording header. If this field has "No" for value, the target header will receive the value displayed in the "main" source recording or the value entered in the "Constant" field. |
| The field setup is used when the rubric "Same value" has "Yes" for value. It is used to specify that if on some source records the field is not entered, the value present on the other records is still transmitted to the field of the target record. |
| The section setting up is used when the field "Same value" has "No" for value. It is used to specify the value set in the target section if the condition "Same value" or "Same value or empty" is not filled during the transit. Either this value is not recorded (the section remains empty or if a value exists, it will be deleted), either it is loaded with the value contained in the "Main" recording. |
| The section setting up is used when the rubric "Same value" has "No" for value. It is used to specify a constant value that will be used to load the target section. The value entered must comply with the target section nature. |
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Error messages
In addition to the generic error messages, the following messages can appear during the entry :
"The data types must be identical"
The nature of a target free field must be the same as the source field one. For example, an Amount type source field can only have an Amount type free field as target field.