Business Rules Management

Adding Business Rules to Models

In the Business Rule Management page, you can add business rules to models. The following types of business rules are supported:

• Account-based calculation

• Currency translation

• Intercompany booking to match intercompany transactions

• Carry-forward processing to initialize beginning balances when a new fiscal cycle starts

• US eliminations

• Eliminations and adjustments when generating consolidation entries for a group of entities, such as eliminations, adjustments, reclassifications, and minority calculations

• Equity pick up

After adding a business rule type to a model, you must customize it to meet your needs by specifying parameter values. For example, in Eliminations and Adjustments, you can indicate which balances to read before calculating an amount, or under which account and audit member to post the calculated amount. In addition to customizing default business rules, delivered with the IFRS starter kit for instance, you can define new rules for various types of business processes and add them to a model.

Validating Business Rules

After creating or modifying a business rule, you can verify the detail records by clicking Validate in the <Rule Name> page. A message appears displaying a successful status or any errors encountered.

You can run a business rule as follows:

• Perform a data send.

  When you send data using SAP BusinessObjects Analysis, Edition for Microsoft Office, the system runs the default logic indicated in default.lgf. For example, the default logic can execute the currency translation business rules. While you can add any logic or business rule execution to the default script, it is not recommended, as performance may decrease when sending data.

• Run a Data Manager package that contains a reference to a logic file (*.LGF).

  Logic can be applied to a specified region of data that is stored in the database using any type of logic. You can create new logic files or modify existing ones. For example, an Import package runs against the default logic unless the Import package is modified to include other logic files. Each logic file contains one or more ABAP programs that run a specific set of logic commands. Business rules execution can be triggered in any logic file.

• Post a journal entry.

  Upon posting a journal, the system runs logic that is specific to journal processes. To overwrite the default journal logic, you can create a new script logic file called Journal.lgf. Business rules execution can be triggered in the journal logic file.

  In SAP Business Planning and Consolidation, currency translation and consolidation processes can also be executed from the Consolidation Monitor.