Published at: 2026-09-17
Object transformation rule overview
Use a metadata-based engine to push or pull documents, write data back, and automatically close source documents.
Business value
Document conversion also requires quantity and status coordination. Object transformation rules provide these benefits:
- Automated push and pull: Create target documents from source documents or reference source documents from a target document.
- Closed-loop status management: Write accumulated data back and close completed source documents.
- Overage control: Prevent target quantities from exceeding source quantities.
Core configuration
- Transformation route: Defines convertible objects and Master-Detail mappings.
- Field configuration: Defines how target fields obtain or calculate values.
- Writeback and closing logic: Updates source fields and defines closing conditions.
- Over-Limit Check: Validates formulas before writeback or closing.
Terms
- Source document: The original document being transformed, such as a Purchase Requisition.
- Target document: The generated document, such as a Purchase Order.