Accounting Parameter Attributes

Additional custom settings/attributes can be added on accounting parameters which can later be used as input parameters for workflows etc.

This means that it is possible to reduce the number of workflows or automations. Department manager or project manager can be added as attribute values on dimension values. This means it will be possible to use a general workflow which forwards an invoice to the correct user based on department or project attribute value.

Adding settings

The settings are currently maintained and updated through API only.

Example: This will add the code DM2 as a dropdown showing all users with access to the client. The user will be kristian.hoff@semine.no for the specific accountingcode, in this case code 52235.
POST ​/api​/v1.0​/organizations​/{organizationId}​/clients​/{clientId}​/accountingcodes

...
"code": "52235",
"description": [
    {
    "languageCode": "Norwegian",
    "description": "HR"
    }
]
...       
 "settings": [
      {
        "code": "DM2",
        "dataType": "User",
        "valueInt": 0,
        "valueShort": 0,
        "valueLong": 0,
        "valueDecimal": 0,
        "valueBoolean": true,
        "valueString": "kristian.hoff@semine.no",
        "valueGuid": null,
        "valueDate": null,
        "validFromDate": null
      }
    ]
...

code: It is UPSERT based on "code" value: New codes are inserted, existing codes are updated. The currently active or default option can be set by setting a value in one of the value* properties. In Semine Settings, it is possible to change the current value but this will be overwritten on the next sync through API.

Note: It is not possible to delete/remove codes once they are added. Contact Semine Support to get help with removing unwanted codes.

dataType: Int, Short, Long, Decimal, Bool, String, DateTime, User, SingleSelect 

The dataType determines the type of input field that will be shown in Semine Settings.

• Int: Numeric input field
• Short: Numeric input field
• Long: Numeric input field.
• Decimal: Text input field.
• Bool: Checkbox
• String: Text input field.
• DateTime: Text input field
• User: Dropdown with all users who has a role that permits access to the client.
• SingleSelect: Not in use for custom settings.

Setting options

Each code inserted will be listed under Semine Settings --> Accounting Parameters --> Settings tab

It is possible to view and select active values for the custom settings. In the example below, the codes DM2, DM3, DM4, DM5 have been added with the dataType : user and the code STATUS has dataType : String

Rules and workflow automations

When an accounting parameter has custom settings, they can be used as search fields workflows and rules conditions. 

In the below workflow, the last line shows that the field DM2 from the dimension AVDELING is used as search field.