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Jun 9, 2025 1:17 PM UTC
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FinanceCustomCalculate service

Is it possible to run a Finance Custom Calculate Business rule using the Assemblies Service Factory “FinanceCustomCalculate” service. I would like to have a button on a Planning dashboard run a data Management sequence that calls a DM step that runs Custom Calulate Business rule that is stored in a Workspace Assemblies.  This is for a v9.0 environment.

Employee - Sage
Jun 10, 2025 11:50 AM UTC

Yes, of course. 

  1. In your assembly ("MyAssembly") create your custom calc service file (e.g. MyCustomCalc.vb)
  2. In the same assembly, create a Service Factory ("MyFactory"), and make sure it will return an instance of MyCustomCalc in the FinanceCustomCalculate case
  3. Enable the service factory by adding it to the Workspace Assembly Service property of your workspace ("MyAssembly.MyFactory")
  4. create you DM Custom Calculate Step and point it to the service factory 
  5. Add the step to a sequence and trigger it the usual way from the button 

5 replies

Employee - Sage
Jun 10, 2025 11:50 AM UTC

Yes, of course. 

  1. In your assembly ("MyAssembly") create your custom calc service file (e.g. MyCustomCalc.vb)
  2. In the same assembly, create a Service Factory ("MyFactory"), and make sure it will return an instance of MyCustomCalc in the FinanceCustomCalculate case
  3. Enable the service factory by adding it to the Workspace Assembly Service property of your workspace ("MyAssembly.MyFactory")
  4. create you DM Custom Calculate Step and point it to the service factory 
  5. Add the step to a sequence and trigger it the usual way from the button 
Contributor
Jul 29, 2026 4:57 PM UTC

Hi Jack

I followed the above steps and I get below error.This error had been posted in the community few time but I dont see any resolution for this yet.Do you have any suggestions/comments to fix this issue?

Error processing Data Management Step 'FIN_Spread_Annual_Plan_Method'. Invalid parameter. Business Rule, Workspace.SOLN_PLAN.WS.

Employee - Advisor
Aug 2, 2026 7:33 AM UTC

Hi ​@vmanojrc30 

This is definitely possible to achieve. I am guessing something may be awry in your setup steps.

I would recommend sharing more information e.g screenshots of your actual setup and naming of artifacts, if you are seeking assistance 

Sam