CST0257 - Combinations

1. To manage combination settings, access the menu Controlling > Accounting Support > Combinations (CST0257);

2. Click on the Please select a rules table button;

3. Select a rules table registered on the Configurações da tabela de regras (CST0265) screen;

4. Start registering combinations by clicking the Tool for configuring combinations button, then the Manage combination settings window will be displayed;

5. To choose what is available from business dimensions, click the + button;

6. A window called Dimension Schema will be presented, allowing you to choose:

   • Input Structure:
     • Formed by the business dimensions existing within GAtec controls;
     • Includes all master data from SimpleFarm, allowing you to select which ones will be used;
     • Attribute Group : are specific and complementary characteristics to the system’s standard records, which can be associated with different records in SimpleFarm, avoiding the need to customize the product;
   • Parameterization of inputs formed by GAtec business dimensions requires two clicks on the Description field of the production unit/Org. Unit, process, project/period, or other GAtec dimensions, according to the needs of the current scenario combination.

7. The screen presents the Confirm button for choosing the dimension schema;

   • Output Structure:
     • Composed of registered segments, which represent the cost objects expected by the ERP.
     • These cost objects are called:
       • Segments;
       • Segment Values;
     • The Cost Center is fixed and mandatory in the output. The output parameterization will be performed by choosing the cost center corresponding to the process;

8. To finish the configuration, click the Save button.

   • The and buttons execute, respectively, the deactivation of the existing configuration and the deletion of the registered item. Both actions are subject to the permissions assigned to the user.

Configures which will be the input dimensions of GAtec controls and the output segments of the ERP, with the cost center being fixed and mandatory.

1. To confirm the rules table update, click on the upper corner of the screen, on the icon to update the rules table;
2. After confirmation, the system will perform the merge of the items defined in the segments and will use this data to build the Tabela de Regras structure;
3. When there are other services in progress and with active orchestrator, the process will be placed in the queue, and a message stating “Process placed in the queue. You will receive a notification when it finishes” will be displayed on the main screen;
4. Once the process is finished, the message “The accounting rules table has been successfully updated” will be displayed again on the main screen.

1. When clicking on the Rebuild tables icon, the On-demand table reconstruction manager for rule tables window will open, where the table to be rebuilt can be selected;
2. After choosing the table, click on the Rebuild tables button and click on the Confirm button to rebuild the selected rule tables;
3. When there are other services in progress and with active orchestrator, the process will be placed in the queue, and a message stating “Process placed in queue. You will receive a notification when it finishes” will be displayed on the main screen;
4. Once the process is finished, the message “The accounting rule table was successfully updated” will be displayed again on the main screen.

The Import Combination feature allows loading combinations from an external file, such as CSV or excel. This resource is useful in situations such as:

• Data load or pre-load between periods (for example, from one year to another);
• Excel manipulation, when the client wants to export existing data, adjust it, and then import it again;
• Migration from legacy systems, updating combinations as needed.

On the screen, you will find the following options:

• Cancel: interrupts the process without performing any action;

• Sample file: provides a template for import. This template is based on the already configured rule table, as it is necessary to know the existing columns to ensure the correct file structure;

• Import: when importing, the system reads the file content and loads the information. In addition, a processing queue is generated, ensuring that the data is applied in an organized manner;

• Import with replacement: the import is premised on replacing existing data, working as an alternative to manual parameterization. When you perform an import:

  • The system checks the code and description already existing;
  • Removes the previous data in the rule table;
  • Inserts the new data from the imported file.

When clicking on the Error button, the system will display log messages related to systemic or business processes. These logs are useful for diagnosis and correction, allowing understanding of what occurred during the process.

The Docs allows associating files to specific entities within the system, working as an organized repository. This functionality is useful for:

• Centralized storage: storing files (Excel, Word, PDF, etc.) related to processes or screens, avoiding keeping multiple versions locally;
• History and traceability: recording versions used in registrations, plans, or parameterizations, creating an inventory that facilitates audits and future queries;
• Complementary documentation: serving as a reference for rules, logic, and decisions applied during settings;
• Context preservation: acting as a historical record, ensuring access to information even after years.

The Update Combinations Grid button only performs a sorting process. Often, items already existing in the database are disorganized. By clicking Update Grid, the system organizes these items, maintaining the combinations made. It is a basic functionality, applied to prevent data from accumulating and becoming disorganized.