Step-by-Step Guide to Create a Description Rule in Oracle Fusion
Step 1: Navigate to Manage Description Rules
Log in to Oracle Fusion with appropriate privileges for configuring Subledger Accounting.
Go to Setup and Maintenance.
In the Functional Setup Manager (FSM), navigate to:
Financials
Subledger Accounting
Manage Description Rules.
Step 2: Create a New Description Rule
Click Create to define a new Description Rule.
Enter the following details:
Name: AHC Billing Description Rule
Subledger Application: AHC Billing
Process Category: AHC Billing
Event Class: AHC Billing
Event Type: Customer Billing, Customer Pay In, Customer Refund, Customer Settlement
Description: Enter a meaningful description, such as:
"Auto-generated description for AHC Billing transactions."
Click Save, then proceed to define the logic.
Step 3: Define the Description Rule Logic
Under Conditions, define a formula using transaction attributes to generate meaningful descriptions dynamically.
Click Add Condition, then define the description using placeholders.
Example formula:
'Transaction Type: ' || {Transaction Type} || ', Customer: ' || {Customer Name} || ', Amount: ' || {Transaction Amount}
This rule constructs a description dynamically, showing:
Transaction Type
Customer Name
Transaction Amount
Example Output:
"Transaction Type: Customer Billing, Customer: John Doe, Amount: $500"
ClickValidateto ensure there are no syntax errors.
Step 4: Assign the Description Rule
Navigate toManage Journal Entry Rule Sets.
Locate theAHC BillingJournal Entry Rule Set.
Assign the newly createdDescription Ruleto the appropriateJournal Line Rule.
ClickSave and Close.
Step 5: Validate and Deploy the Rule
ClickValidateto check for errors.
Deploy the rule by submitting the changes.
Ensure the rule is attached to theAHC Billing journal entries.
Step 6: Test the Description Rule
Navigate toSubledger Accounting > Accounting Entries.
Generate accounting for different test transactions.
Verify that thejournal entry descriptionsmatch the expected format.
