Business Rules

This article provides details on the business rules that Solver provides. Review these rules to see if they complete business processes you need. Additional business rules can be created with the help of your partner or Solver Consulting.

These rules require the SolverDW database to be updated to SQL2019+

Rule Name	Description	Cloud	4x	Private Host
CleanDim	Removes unused codes dependant on chosen dimension. Creates DimstoDelete Dimension if you set Debug Flag = Y			✅
CopyVersion	Allows the user to move data from one set of parameters to another. Typically this is used to move data from one scenario to another.	✅	✅	✅
CopyVersion_MultiYear	use this rule when you want to copy data based on a Scenario and not Period(s). This rule is typically used by customers on a Fiscal Calendar that does not begin at the beginning of the year.	✅	✅	✅
Rules_CurrencyTranslation_Rlng	This rule assumes that the source data contains monthly activity for all accounts within General Ledger. The Value2 field is used for YTD balances. This rule includes Rolling Periods in a Job.	✅
Rules_Currency_Translation_US_Flexible	Removes unused codes depending on chosen dimension. Creates DimstoDelete Dimension if you set Debug Flag = Y	✅	✅	✅
Rules_Currency_Translation	Similar to prior but not rolling enabled	✅	✅	✅
GenerateGLSummary	this business rule creates summary data off of GL_Detail data. It has the following assumptions. The Source Data is the GL_Detail module. The Destination is the GLThe Transactional Amount is found in Value1 and the summed value for GL can go into Value 1. All other attribute data is null at the GL level.NOTE: This does not work for selecting non-sequential periods	✅	✅	✅
GenerateGLSummaryDataRlling	ConsolidationsMinority Interest: Create minority interest transactions based on user-defined percent ownershipIntercompany: Create inter-company transactions based on user-defined percent ownership	✅
DeleteData	Delete data for a selected ModuleScenario PeriodStart & Period End Range	✅	✅	✅
Delete Data – Rolling	Delete Data as above but allows Rolling Periods.	✅
DeleteData – With Entity	Delete data rule + a selected Entity	✅	✅	✅
DeleteData – With Entity Rolling	Delete Data + Entity but allows Rolling Periods	✅
D365 DimUpdater	This rule populates into Value 3 the Opening Balance Amount for the beginning of the Period Chosen. Edits may be necessary if you need them to be more granular such as by department, location, etc.	✅		✅
DimensionSets	Business Central specific: This rule is for D365BC customers to populate dimension codes based on DimensionSetID.	✅		✅
Calc_OBA	Similar to the prior one but has a destination Scenario	✅	✅	✅
LoadRates	Loads Rates into Currency tables. For more information on how to do this, please go to this link: Load Rates Post
DeleteReclass	Allows users to remove duplicate transactions in the event of a reclassification or change in dimensions. Used with Delta Loads.	✅

Updated on February 29, 2024

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