BFY Staging Profile

The first of two multi-tab reference pages used to setup staging is the BFY Staging Profile (BYSTPF) page, which can also be accessed from the BFY Staging Profile Select (BYSTPFSL) search page. The page menu choice of Stages will transition you to the other of the two multi tab reference pages that is required setup after the definition of a Staging Profile and as many Stage Definitions as required for the profile.

Record menu actions of View, Edit, and Copy transition to the multi-tab view of the BFY Staging Profile page. The tabs are as follows:

This tab defines the first of three levels of a profile.

Fields on the Staging Profile tab:

Field Name	Field Description
Profile ID	The unique identifier assigned to a profile.
Name	The descriptive name given to a profile.

This tab defines the second level of a profile, which are the individual stages within a profile. The assignment of dates to these stages will occur on the BFY Stage Definitions page discussed later.

Fields on the Stage Definition tab with those already defined with the profile omitted:

Field Name	Field Description
Stage	A system generated identifier for a stage within a profile.
Description	The descriptive name for a stage.

This tab defines the third level of a profile, which are the individual rules for transaction code and event type combinations that are allowed within the stage of the profile.

Fields on the Stage Definition tab with those already defined with the profile and stage omitted as well as common fields:

Field Name

Field Description

Transaction Code

The transaction code of the rule.

Event Type

The event type of the rule. The Allowable Event Types for Transaction Code (AETDC) page must have the combination defined first.

Fiscal Year / Budget FY

One of four values selected that will define the relationship of Fiscal Year and Budget Fiscal Year:

Posting FY must be BFY – The most common choice for this rule.
Posting FY must be greater than BFY – A choice used only in stages that begin after the end of the fiscal year equal to the budget fiscal year.A choice used only in stages that begin after the end of the fiscal year equal to the budget fiscal year.
Posting FY must be less than BFY – The only choice available if defining the combination to BFY 9999. Otherwise, this choice may be used before the start date of the fiscal year equal to the budget fiscal year.
Unrestricted – A rare choice only used when all three of the previous choices should be available but the setup is to include only 1 record instead of 3.

Referencing

One of three values selected that will define the referencing requirement:

Required - Reference Type of Partial, Final, or Inverse will only satisfy this setting. Memo does not as does no reference at all.
Not Allowed - Only a Memo reference or no reference at all satisfy this setting
Unrestricted

A posting line that has a Line Function of Liquidation will not be evaluated against this rule for the Event Type and Transaction Code being liquidated. Budget transactions do not read this rule.

Exercise care so that this rule does not conflict with Transaction Control or Event Type Requirements as all rules are evaluated equally.

Line Action

One of three values selected that will define what is allowed as the Posting Amount:

Increases Only
Decreases Only
Unrestricted

Evaluation of this value uses the Account Type and Code Type fields defined on the non-offset Posting Code record. The following table details the interpretation of this rule. As budget transactions do not have posting lines but have an Increase/Decrease field, determination on those transactions is straightforward.

Code Type	Account Type	Debit	Credit
Spending		Increase	Decrease
Revenue		Decrease	Increase
Balance Sheet Account	Asset	Increase	Decrease
Balance Sheet Account	Liability	Decrease	Increase
Balance Sheet Account	Equity	Decrease	Increase
Balance Sheet Account	Asset Offset	Decrease	Increase
None of the Above		Increase	Decrease

Liquidation Lines

When true, the staging rule will only apply to a liquidation posting line. For example, allowing the liquidation of a PRC with AP01 event type but new credit memo lines should not be allowed, setting this indication to true, would allow the liquidation and not the credit memo. The Line Action would be Decreases Only in this example.