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CST0265 - Rule Table Settings
The rule table is the repository responsible for storing the associations and mappings between the systemic structures existing in the control and registration modules and the respective cost objects. It maintains the translation of the system’s operational structures to their corresponding cost centers or equivalent cost objects.
After creating the segmentos and valores, the next step is to organize this information into a single structure: the rule table. This table functions as a repository, where all columns defined in the segments will be stored.
To facilitate understanding, we can make an analogy with an Excel spreadsheet: each rule table is equivalent to a named spreadsheet, which gathers the necessary data to compose your business logic. The creation is simple and essential to ensure that the rules are applied correctly.
What can you do?
Initial rule table settings
- To create the structure and settings of the rule table, access the menu Controllership > Accounting Support > Rule table settings (CST0265);
- Start the registration by clicking the Add button, located at the bottom of the screen, and fill in the following fields:
- Code ;
- Description;
- Name : applied and stored in the database;
- Default table marker: indicates that the table will be defined as the system’s default output;
- Standard structure marker: defines the columns that compose the table, considering dimensions previously defined at the input (GAtec) and the output as the cost center’s standard movement;
- When creating a rule table with the Default Table and Standard Structure indicators marked, the system understands that this is a standard implementation. This means that the table will use columns pre-defined by the program, without the need to create custom columns based on the segments configured previously. Additionally, it is not necessary to define a physical table name, since the table name already corresponds to a standard table with standard structure.
- When the Default Table option is not marked, a table with its own name will be created. This scenario occurs in projects that require some customizations.
- When the Default Table and Standard Structure options are not marked, the system will create a fully customized table. The fields defined as inputs and, especially, the outputs will be assigned to the corresponding columns, following the segments chosen on the Combinações (CST0257) screen. Filling in the Name field becomes mandatory. In this scenario, the Configurações dos Segmentos tab will be enabled.
- To complete the settings, click the Save button.
In this tab, it is possible to check the segments available for use. These segments come from the Segmentos screen and correspond to the custom columns that can be applied. The assignment, however, continues to be performed in the settings, ensuring that the system respects the definitions already established.
The Docs allows you to associate files with specific entities within the system, functioning as an organized repository. This feature is useful for:
- Centralized storage: store files (Excel, Word, PDF, etc.) related to processes or screens, avoiding keeping multiple versions locally;
- History and traceability: record versions used in registrations, plans or parameterizations, creating an inventory that facilitates audits and future queries;
- Complementary documentation: serve as a reference for rules, logic and decisions applied during settings;
- Context preservation: act as a historical record, ensuring access to information even after years.
The export button allows you to generate a file in Excel format containing the rule table information, providing better visualization, organization and data analysis.
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