Equus Software

The business logic definition of Business Rules always uses the structure of "IF-THEN-ELSE". For rules that are straightforward such as Salary multiplied by 20%, where there are no conditions to…

Can the structure of Business Rules be changed?

Business Rules
A Business Rule record can be deleted by clicking on the [Delete] button on the Business Rule Calculation screen.  If a Business Rule is used by a feature…

Can a Business Rule or a component (Table Lookup, Function, Math, Multi-Context) be deleted or made inactive?

The uses of Business Rules are currently limited to the following areas within AssignmentPro:

to calculate a Cost Estimate line (CE) item

to calculate a Compensation Calculation (CC) line item…

Where are Business Rules used?

Currently, running a Business Rule will only return a single row/value.  The screenshot shows the final outcome when testing the rule using the [Save &amp; Run] button on the calculations…

Can a Business Rule return more than a single row or value?

System level user tables are now supported in Business Rules in addition to Company, Assignment and other lower-level user tables.   
 
User Tables are referenced when using the Table…

Can System-Level User Tables be used with Business Rules?

A data mismatch between the data type of a data source and the Business Rule's output type is highlighted with a red icon.  To know what the data type of…

How to resolve a data type mismatch in a business rule / convert a number type to a money type

The Convert Money Function is one of the 44 functions available in the business rules calculation. It is a useful function to use especially when creating business rules for Cost…

How and when to use the Convert Money function in a Business Rule

There are a total of 44 functions available to select from the Functions drop down list when choosing to use Functions to create Business Rule logic.  
Once a function is…

What SQL and Equus functions are supported in Business Rules?

The introduction of business rules allows both new business rules calculations and existing custom calculations to co-exist and be used in Cost Estimate (CE) and Compensation Calculation (CC) template

Is it possible to convert existing Custom Calculations to use Business Rules?

When running a Business Rule it will only return a single row/value.  Currently it is not possible to take the result and write it to another field in AssignmentPro.  
However,…

Can the Business Rule outcome update another field?

There is no requirement to transition from previously configured custom calculations to the new business rule calculations.  
All legacy custom calculations remain unaffected with the introduction of

Can a mixture of Custom Calculations and new Business Rules be used?

It is possible to create a copy of a Business Rule using the [Copy] button.  Any active Business Rules can be then be reused in other Business Rules when selecting…

What copy and reuse functions are available in Business Rules?

Business Rules cannot be copied between companies. It is possible to copy company level Business Rules within a company or system level Business Rules within the system using the [Copy…

Can Business Rules be copied between companies and different sites?

Enter Business Rules using the Configuration Search tool to navigate to either the Business Rules screen at a System or Company level.  Press the [+ New] button to add a…

How can I start creating Business Rules

Depending on the way you want to use your Table Lookups, you may design your business rules in a few ways.
Scenario 1 - Table Lookup outcome compared against different…

How can Table Lookups be used within Business Rules

Here are some things to consider when building complex business rules to make them run faster:
Use 'Jump to Step'
Multi-step calculations will perform faster if the "Jump to Step"…

How do I ensure  Business Rules are performing efficiently?

Labels can be added to Business Rules for easier categorization and reporting.  Labels can be added and edited when editing Business Rules from Business Rules calculations screen.  
Click on the Detai

How to add / remove business rule labels

Custom fields at both the system and company level are available to be used in the business rules logic criteria. 
If a company level custom field is created a for…

Are custom fields supported in Business Rules?

Here are some best practices to consider when creating Business Rules:
 
Documentation 📄

Try to ensure that all Business Rules are documented consistently and that this documentation is accessible…

What are some of the Business Rules best practices?

Business Rules

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