Rule blocks for balance rules
| Rule block type | Rule block | See |
|---|---|---|
| Processing | Close Balance
Transfer the value of a balance to the next period (of the same balance counter or not). It is possible to enter an expiry date. |
Configure the rule 'Close Balance' |
| Create Balance
Assign a new value to a balance. This rule is often used for period closures of the type 'YEAR'. E.g. set new value for holiday counters. |
Configure the rule 'Create Balance' | |
| Truncate the current balance
Similar to the 'Close Balance' rule, but with the option to transfer only part of the value. |
Configure the rule 'Truncate the current balance' | |
| Convert all planned day codes
With this rule you can convert a day code into another day code. |
Configure the rule 'Convert all planned day codes' |
