Published at: 2026-09-17
Configure transformation rules
Configure transformation routes, mappings, writeback, automatic closing, and overage checks.
Overview
Transformation rules define field mappings for pushing or pulling documents. Writeback and Over-Limit Checks keep quantities balanced between source and target documents. Closing rules close the source when processing finishes.
Before you begin
[!IMPORTANT] - You must be a System Administrator. - Create a Lookup Relationship between the source and target objects. Detail objects also require physical relationships.
Configuration
1. Create a rule
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Go to Setup > Business Rule Management > Object Transformation Rules.
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Click New, or click Copy on an existing rule. Disable an enabled rule before deleting it.
2. Enter basic information
Enter a unique Rule Name, add Remarks, and keep Enabled turned on.
3. Configure the route
Select the Source Object and Target Object. Map their Record Types and configure filters under Data Range Configuration.
4. Map fields
Map target fields to source fields. Data types must match, and at least one mapping is required.
5. Configure writeback
Enable Writeback Rule, select the timing, and select source fields. A Formula or Roll-Up Summary can store values such as Purchased Quantity.
[!TIP] For a requisition of three computers, the first order for two writes back 2 purchased and 1 remaining. A second order for one writes back 3 purchased and 0 remaining.
6. Configure source closing
- Add a closing indicator field to the source, such as Procurement Complete.
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Close the source when Remaining Quantity is less than or equal to zero.
- Select a strategy:
- Close the master after every detail record closes.
- Close the master immediately after transformation.
7. Configure an Over-Limit Check
- Add a formula from the target-object perspective.
- For example, use
Target Purchase Quantity - Purchased Quantity < 0. - Enter an error message. A failed check blocks writeback and saving.
Verify the rule
Push from a source document
Click the transformation action on a source record. The system opens a populated target record. If multiple rules match, select one.
Pull with reference creation
On a new target record, click Create by Reference, select source data, and populate the target.