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"
Click Validate to ensure there are no syntax errors.
Step 4: Assign the Description Rule
Navigate to Manage Journal Entry Rule Sets.
Locate the AHC Billing Journal Entry Rule Set.
Assign the newly created Description Rule to the appropriate Journal Line Rule.
Click Save and Close.
Step 5: Validate and Deploy the Rule
Click Validate to check for errors.
Deploy the rule by submitting the changes.
Ensure the rule is attached to the AHC Billing journal entries.
Step 6: Test the Description Rule
Navigate to Subledger Accounting > Accounting Entries.
Generate accounting for different test transactions.
Verify that the journal entry descriptions match the expected format.
