Rule blocks for balance rules

Rule block type Rule block See
Processing Close Balance

Transfer the value of a balance to the next period (of the same balance counter or not). It is possible to enter an expiry date.

Configure the rule 'Close Balance'
Create Balance

Assign a new value to a balance. This rule is often used for period closures of the type 'YEAR'. E.g. set new value for holiday counters.

Configure the rule 'Create Balance'
Truncate the current balance

Similar to the 'Close Balance' rule, but with the option to transfer only part of the value.

Configure the rule 'Truncate the current balance'
Convert all planned day codes

With this rule you can convert a day code into another day code.

Configure the rule 'Convert all planned day codes'