Exact Financials (v3)

Connectivity Manual C/S - Link rules

Link rules

In [Master data, Maintenance, Link rules] the actual links to the fields in the external application and Exact can be defined.

1. Select the input application and table.
2. Select the application to go to and a sequence number. This functionality can be used, for example when you use a customer relation application as external application and you want your customers to be imported as debtors and creditors in the Exact Financials database. This can be done in one session using this functionality.
3. You can also assign a constant or an expression (formula) to a field. For the formula, a mentor is available to guide you through the process. This functionality can be used to divide headers and lines of for example financial entries.

It is also possible to write data from one table in the "third application" to two or more tables in Exact Financials. This can, for example be useful if the "third application" is a relation package. You may want to import your relation in both the debtor and creditor tables of Exact Financials. In that case you can create two or more link rules for one table of the "third application". It is also possible to add a condition to the link rule, here you can for example indicate that every relation with customer type 1 has to be imported in the creditor table. See Example.

Connectivity Manual - Contents > EDIS > Setting up an interface > Link rules