Recurring Calculations

Introduction

The Recurring Calculation (RC) tool is designed to provide users the ability to define Selection Criteria, Calculation and Posting processes against actual transactions, account balances and budgets. These definitions are stored within the system such that they may be a "recurring‟ process which is available on demand or triggered based on defined activity within BusinessPlus.

Features

The following is a brief listing of the key features currently available.

Selection Criteria

• Selection Classes – Ability to define three levels of categorization.
• Activation Controls – Immediately activate or inactivate a definition or activate it within a given date range.
• Ledger Selection – Specific GL and JL Ledgers for analysis.
• Execution History – Provides automatic update for "Last Run‟ date and status.
• Narrative – Provides unlimited text for purpose and use descriptive information.

Data Items

• Select data to be utilized from pre-defined information categories.
• Item Names provided in both database naming and English wording.
• Ability to Optimize the list based on selected items.

Analysis Steps

• Step based definitions indicating the order in which actions will be performed.
• Individual Steps are documented with a narrative.
• Steps may contain both Filter and Calculation rules.
• Steps may reference one or more previously defined steps.

Output

• User defined output to pre-defined subsystem Transaction Sets for posting.
• Visible display of the target fields to be populated in the Transaction Set.
• Ability to view the final results prior to posting the transactions to the system.