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Adding fields to the internal account

Updated on March 4, 2022

If you find it necessary to add fields to the Internal Account Setup form, please contact your Pegasystems Consulting representative for assistance, and follow the steps below:

  1. Create an InternalAccounts class that extends from PegaSI-Party-InternalAccount. This enables you to add additional properties related to the Internal Accounts and set these values for each instance of the class. This class can be external or local.
    Note: When the PegaSI-Party-InternalAccount class is the parent, your new the class inherits the properties that are needed for accounting.
  2. Create a Transaction class that extends from the PegaApp-Txn- class specific for InternalAccount transaction and create the additional transaction level properties to hold the additional data from the InternalAccounts class.
  3. Modify the transaction class in the Adjustment Step Rules for transactions which default account information from the Chart of Accounts to reference the new transaction class you created.
  4. Set the Transaction information:
      • If the step rule references an internal account from which to default the values, confirm the standard chart of accounts map values are set for your class, and modify the FinChartofAcctsLookup activity to copy the additional properties from the internal account class to the transaction class.
      • If the step rule does not reference an internal account from which to default the values, modify the following rules to set the values from the new internal accounts class:
        • Modify the Section Rule called FinTxnDetailCreate (to add the new properties)
        • Modify Rule-HTML-Property called SITxnDefaultValue and the HTML-Fragment called FinTxnDtlCreate_Script (to modify the dynamic select and setting of the properties)
        • Modify Posting Procedures (Entry File or SWIFT) to include the additional properties.
        • Modify the Accounting Display (on the work harness) to see the additional properties
Pega Smart Investigate for Payments Implementation Guide

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