How to Create a Smart Rule to Enforce Required Fields on a Project in Sage Intacct

Have you ever created a Project and forgot to add key fields that are not required by Intacct but they are required for your company to get the desired reports and functionality from Intacct?

Solution: Create a Smart Rule to Require specific fields on the Project setup. Smart Rules are used for Data Validation on Master data or on transactions. They trigger when the entry is saved or the transaction is posted. Here are steps to creating your own Smart Rule for Project Data Validation.

Require Specific Fields in 4 Steps

Go to Platform Services > Smart Rules

step 1: Choose Object to Extend: Project

Step 2: Select Rule Properties

• Type: We recommend selecting Warning until the Smart rule has been fully tested.
  • Error: will prevent the user from Saving or Posting
  • Warning: provides the error message but will allow the user to save or post
• Event:
  • Add triggers on new records only
  • Edit triggers on every edit
• Field Lookup: Select the fields to be required using the "Field Lookup" button

• Condition: Enter a condition for your Smart Rule. To require fields, we want the condition to be: {Field Name} !=”” which translates to “can not be Blank”. To add multiple conditions use the syntax && in between fields. See Example below to require Entity, Customer, and Billing type.

({!PROJECT.LOCATIONID!} !=" ") &&

{!PROJECT.CUSTOMERID!}!="" &&

({!PROJECT.BILLINGTYPE!} != "")

• Error Message: Enter the message that will be displayed to the user.

Step 3: Save the Smart Rule and provide a Desription of its usage

Step 4: Test the Smart Rule to make sure it is working as intended

Be sure to run multiple tests with various scenarios. If you selected "Add & Edit," then test adding new records and editing existing records.

For additional information about Smart Rules, see the Intacct online help, visit Sage University or contact RKL eSolutions.

References:

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