Retrieves details about ledger accounts and their associated worktags based on predefined account posting rules, ensuring accurate financial tracking and reporting.

Table Specific Information

Select

The Workday add-in requires filtering on AccountPostingRuleSet_Prompt and AccountPostingRuleType_Prompt in order to perform the query.

For example:

SELECT * FROM EvaluateAccountPostingRules WHERE AccountPostingRuleSet_Prompt = 'Account_Posting_Rule_Set_ID=ACCOUNT_POSTING_RULE_SET-1' AND AccountPostingRuleType_Prompt = 'Account_Posting_Rule_Type_ID=CASH';

Workday Resource Information

Retrieves the ledger account and resulting worktags of an account posting rule with specified parameters.

Secured by: Set Up: Accounting Rules

Scope: Common Financial Management

Columns

Name	Type	Description
Id [KEY]	String	Unique identifier of the account posting rule instance within Workday. Typically used for internal tracking and referencing.
Descriptor	String	A brief summary or preview of the account posting rule instance, providing context for users reviewing records.
LedgerAccountName	String	The official name of the ledger account associated with the posting rule. This name is typically defined within the organization's chart of accounts.
AccountPostingRuleSet_Prompt	String	This field is required. The Workday identifier (WID) or reference Id that identifies the account posting rule set to be evaluated. The reference Id should follow the format accountPostingRuleSet=sampleRefIdType=value. For example, accountPostingRuleSet=Account_Posting_Rule_Set_ID=ACCOUNT_POSTING_RULE_SET-1.
AccountPostingRuleType_Prompt	String	This field is required. The WID or reference Id that specifies the type of account posting rule. Use the format accountPostingRuleType=sampleRefIdType=value, such as accountPostingRuleType=Account_Posting_Rule_Type_ID=CASH.
DimensionValue_Prompt	String	A list of WIDs or reference Ids representing dimension values used in the account posting rule condition. The reference Id should follow the format dimensionValue=sampleRefIdType=value. For example, dimensionValue=Fund_ID=F03.1.3. Separate multiple values with commas, adding one space after each comma.