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Policy That Requires A Project Code Be Entered

Policy That Requires A Project Code Be Entered

Owned by Knowledge Assistant
Apr 21, 2023
1 min read



Description of Issue

Is there a way to create a rule in ExecuTime that will flag a transaction that uses a specific GL account and no project code, and require a project code be entered?



Context

  • ExecuTime

  • Policies & Rules Engine 

  • Project Code 



Cause

Informational 



Resolution

  1. Select System Admin

  2. Select Policies & Rules Engine

  3. Select JDC Policy 

  4. Select the pencil for the existing policy 

  5. Use the action column drop down to select Require

  6. Use the field drop down to select Project  

  7. Use the condition drop down to select If user enters

  8. Use the target drop down to select GL Account 

  9. Select Save 



Additional Information