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October 29, 2024

Can an entity be excluded from a confirmation rule?

  • October 29, 2024
  • 2 replies
  • 0 views

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?

2 replies

October 29, 2024

You should be able to add an IF statement to your conformation rule to exclude a particular entity.  You would dim out the current entity and add an IF statement to exclude that entity from whatever portion of your confirmation rule you desire here:


T_Kress_0-1730220372866.png

 

November 5, 2024

Do you have an example to post as it relates to a specific entity?  I'm imagining that if this were a one-off with a specific entity, or set of entities, then hardcoding entity names in the IF statement would be OK?

MiaGELAuthor
November 5, 2024

The code is:

'Rule To ensure that all numbers entered in the disposal column (ROU)are negative.

Dim myBalanceValue As Decimal = api.Data.GetDataCell("Cb#FinancialRptg:C#Local:V#YTD:A#ROUAssetNet:F#DIS:O#Top:I#None:U1#Top:U2#Top:U3#Top:U4#Local_Stat_TB").cellAmount
args.ConfirmationRuleArgs.DisplayValue = myBalanceValue

Dim chkVal As Long
chkVal = args.ConfirmationRuleArgs.DisplayValue

If args.ConfirmationRuleArgs.DisplayValue <= 0.00 Then
Return True
Else
'args.ConfirmationRuleArgs.Info1 = "ROU Disposals has a positive amount"
'args.ConfirmationRuleArgs.Info2 = chkVal

Return False
End If

 

 

November 6, 2024

Below is a code snippet from a client of mine.  When you want to execute on only one or two entities, or when you want to exclude only one or two entities, I've put this IF statement at the beginning of the confirmation rule.


BobNelson_0-1730905849824.png