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Function documentationBusiness Rules Management Locate this document in the navigation structure

 

Business rules are parameter-driven functions within Planning and Consolidation applications for calculating and posting monetary amounts in support of common accounting activities, such as intercompany booking and currency translation.

Features

Adding Business Rules to Applications

When you create or modify an application, you can add business rules to it. You can add the following business rules:

After adding a business rule to an application, you must customize it to meet your needs by specifying parameter values. You run the business rules by adding a stored procedure to a script logic file. For more information about adding business rules to applications, see Application Management.

Business Rule Reports

You can view and print a rule table report. You might want to save the report for historical purposes.

Editing Business Rules

You can edit the content of a business rule by choosing the business rule within an application, then selecting a header record. You can use standard Microsoft Excel functionality to perform the following actions:

  • Select multiple detail record rows

  • Copy, paste, and delete detail records by row

  • Copy or paste within a cell by right-clicking and selecting a context menu option or using CTRL + C or CTRL + V respectively

  • Copy rows from one header record to another

You can look up members within the cells of a detail record by choosing the Lookup button that appears when you place the cursor within that cell.

Validating Business Rules

The system automatically validates entries in the business rules tables. If it finds an invalid value, a tooltip displays the error.

You can verify the structure of a business rule after modifying it by choosing Validate dimensions and properties in the action pane. This displays a successful status or any errors encountered.

More Information

Logic Execution