Cleo Clarify/Instructions :: Configure Ruleset to Include Reference Data in EXTOL Dashboard

Instructions to Configure Ruleset to Include Reference Data in EXTOL Dashboard

Cleo Clarify Workbench

Configure Ruleset to Include Reference Data in Cleo/EXTOL Dashboard

The following steps describe how to edit a Ruleset so that reference data and search codes can be accessed by the Document History report.

These steps should be be done during the initial set-up of the base project/package/rulesets. By setting up the InsertReferenceData rules in base, users will be able to propagate them across newly created projects.

Ruleset Set-up

1. Identify inbound/outbound Ruleset to be edited.
2. Add the InsertReferenceData SQL Access action to the applicable Composite Rule.

  • a. Locate the Composite rule where the search code will be added.
  • b. Right-click and select New Rule.
  • c. Select the InsertReferenceData action from the EDI actions tab.
  • d. From the Properties tab, map the Log_of_Message_Id to the Log_of_Message_Id value.
  • e. Assign a constant value to Search_Code
  • f. Assign the value from the schema to Reference_Data.
  • Example :: Inbound 850 (Purchase Order)

    Our Inbound 850 Purchase Order example looks to capture the following values and use the InsertRefereData rule to allow them to be available in Cleo/EXTOL Dashboard.

    • Invoice Number
    • Invoice Date
    • Order Number
    • Purchase Order Number
    • Trading Partner Value
    • Trading Partner Value + Document Type
    Cleo Clarify EXTOL Business Integrator 3 Ruleset Insert Reference Data Purchase Order rules

    Example :: Outbound 810 (Invoice)

    Our Outbound 810 Invoice example looks to capture the following outbound values. By using InsertRefereData, the outbound values will be available in Cleo/EXTOL Dashboard.

    • Purchase Order Number
    • Purchase Order Date
    • Trading Partner Value
    • Trading Partner Value + Document Type
    Cleo Clarify EXTOL Business Integrator 3 Ruleset InsertReferenceData Invoice rules

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