Equus Software

What are Business Rules?
Business Rules are the next generation of calculations offering a new intuitive way to create calculations.  They can be created at a company and a system…

Business Rules Overview

To create a new business rule, navigate to the Business Rules screen using the configuration search. Business Rules can be configured either the company or system level.To create business rules,…

How to add a new business rule calculation

When working on business rules for Cost Estimates and Compensation Calculation line items, a useful option available is the Input option.  Inputs can be used as "fixed" or "variable" parameters…

How to use input variable option in a business rule

Example 1A use case for Fixed Value in business rules is creating straightforward calculations involving no condition e.g. Salary multiplied by 20%.  Using the IF-THEN-ELSE structure, Fixed Values can

How to use Fixed Value and Field Value Options in a business rule

Once a Business Rule is created, it can be used in other business rules to perform calculations.  There is no limit as to how many business rules can be created…

How to use Other Business Rules option in a business rule

Select the Table Lookup data source option to retrieve data from an existing data table, company user table, data provider table or system user table.When any of the components (Table…

How to use Table Lookup option in a business rule

The user can add as many steps as desired in a Business Rule. There are no limits as to the number of steps a business rule can have. The Jump to…

How to add and use multiple steps within a Business Rule

As part of building the Business Rule and all of its components such as Functions, Maths and Table Lookups a user can "run" and "test" if the logic they have…

How to run and test a function used in a business rule

There are two functions to using the Math data source option.  One is to perform calculations (Sum, subtract, multiply and divide) between different operators and the other is to set…

How  to use Math option in a business rule

Inputs can be used as parameters to build more accurate logic within the Business Rule.  For information about how to use the variable input option, click here.  This article looks…

How to use Input option in a business rule

When the Business rule is configured and saved, the user can test it straightaway without having to navigate away from the business rules calculation screen without the need to add…

How to run and test a business rule calculation

The Function data source option is useful when calculating values that uses SQL (Get Date, Coalesce, etc) or Equus (Exchange Rate Get, CDR Line Item, etc) functions. When any of the…

How to use Function option in a business rule

Using the Input option in Business Rules allow user to use a value from a user report as defined on the Cost Estimate or Compensation Calculation line item screen.  This…

How to cascade a value from a User Report for Cost Estimates  / Compensation Calculations into Business Rules

Using the Input option in Business Rules allow user to have manually enter values appearing in the Additional Inputs section on the Calculations Inputs tab and use them as inputs…

How to cascade a manually entered value for Cost Estimates  / Compensation Calculations into Business Rules

Using the Input option in Business Rules allow user to use values from other CE/CC line items as inputs to the calculation to return a value for the line item.  ExampleThe…

How to cascade a value from another line item for Cost Estimate / Compensation Calculations into Business Rules

On the Business Rules screen, click on the History tab in the right-hand corner of the page.  When the History tab is selected, the Business Rules History grid is displayed…

How can I tell what Business Rules have been executed and where

Business RulesOn the Business Rule Calculation screen, the Usage section lists all the places and templates where that Business Rules is currently used. By default, the Usage section is collapsed and

How can I tell where a business rule or a component (Table Lookup, Function, Math, Input Variable, Multi-Context) is used

The flexibility of where a business rule can be used now extends beyond the context of an Assignment.  One single business rule can be set up to be used in…

How to set up / convert to using multi-context business rules

To prevent users accidentally changing a business rule (company and system level), it is recommended that the business rule be locked.  When locked, you can still run or test business rules.…

How to lock and unlock a business rule

To navigate over to the Business Rules Components screen, click on the  tab in the top-left corner of the Business Rules screen.
  
 
Component by Type
All business rules in…

How to view and filter the Business Rules Components screen

The components tab has 2 view.

All components in one section - This display will show all business rules regardless of component type
Component per Type - This display will…

How to display / hide all Business Rules Components sections

The columns shown on the Business Rules Components screen can be changed at any time using a header that is always visible. Simply click on .
  
By default, when navigating…

How to show / hide Business Rules Components columns

Hints &amp; Tips


Simplify the requirements and aim for fewer business rules steps.




The business rule name can have up to 50 characters. If the name is too long, the…

Best Practice - Business Rules

Business Rules

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.