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Configure transformation rules ​

Configure transformation routes, mappings, writeback, automatic closing, and overage checks.

Overview ​

Transformation rules define field mappings for pushing or pulling documents. Writeback and Over-Limit Checks keep quantities balanced between source and target documents. Closing rules close the source when processing finishes.

Before you begin ​

IMPORTANT

  • You must be a System Administrator.
  • Create a Lookup Relationship between the source and target objects. Detail objects also require physical relationships.

Configuration ​

1. Create a rule ​

  1. Go to Setup > Business Rule Management > Object Transformation Rules.

  2. Click New, or click Copy on an existing rule. Disable an enabled rule before deleting it.

2. Enter basic information ​

Enter a unique Rule Name, add Remarks, and keep Enabled turned on.

3. Configure the route ​

Select the Source Object and Target Object. Map their Record Types and configure filters under Data Range Configuration.

4. Map fields ​

Map target fields to source fields. Data types must match, and at least one mapping is required.

5. Configure writeback ​

Enable Writeback Rule, select the timing, and select source fields. A Formula or Roll-Up Summary can store values such as Purchased Quantity.

TIP

For a requisition of three computers, the first order for two writes back 2 purchased and 1 remaining. A second order for one writes back 3 purchased and 0 remaining.

6. Configure source closing ​

  1. Add a closing indicator field to the source, such as Procurement Complete.

  2. Close the source when Remaining Quantity is less than or equal to zero.

  3. Select a strategy:

    • Close the master after every detail record closes.
    • Close the master immediately after transformation.

7. Configure an Over-Limit Check ​

  1. Add a formula from the target-object perspective.
  2. For example, use Target Purchase Quantity - Purchased Quantity < 0.
  3. Enter an error message. A failed check blocks writeback and saving.

Verify the rule ​

Push from a source document ​

Click the transformation action on a source record. The system opens a populated target record. If multiple rules match, select one.

Pull with reference creation ​

On a new target record, click Create by Reference, select source data, and populate the target.