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Naming conventions for accounting step rules

Updated on January 18, 2022

When working with accounting step rules, it is a good practice to adopt a naming convention to define the Type property of the step. The name forms part of the key to the step rule and typically describes the type of account being processed or which parties are being debited and credited, or both. In addition, the name appears in accounting tabs, flow action drop-down lists, and reports.

The objective is to create a name that immediately communicates what is going on when the step is selected or processed, or both, to facilitate selection and understanding when forms and instructions are presented.

The following are some examples of Step rule naming conventions:

Step nameRuleDescription
ProvideProvisionalCRAcctOwnerRule-PegaAcct-Financial-Receivable with action of Open

Credits the Account Owner and debits receivable marking the transaction as a

provisional credit.

WriteOffReceivableRule-PegaAcct-Financial-Receivable with action of CloseCloses (debits) the receivable and writes offs the remaining balance.
StandardFeeRule-PegaAcct-Financial- Adjustment with action of Adjust

Debitsthe customer for a standard fee, credits a

fee account.

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