Adding a Business Rule to a Business Ruleset (Financial Management, Planning, and Oracle General Ledger Users Only)

You can add a business rule to a business ruleset that belongs to the same application type. The rules in the ruleset launch sequentially in Financial Management, so the order of the rules in the ruleset is important. In Planning and Essbase, the rules in the ruleset can be launched sequentially or simultaneously.

  To add a business rule to a business ruleset:

  1. In the System View, expand the Financial Management, Planning, or Essbase application type and the application.

  2. Do one of these tasks:

    • Financial Management users only: Expand the calculation type and Rulesets, right-click the ruleset you want to open, and select Open.

    • Planning and Essbase users only: Expand Rulesets, right-click the ruleset you want to open, and select Open.

      Note:

      For Financial Management applications, there is a Rulesets node for each calculation type within the application. For Planning and Essbase applications, there is only one Rulesets node for each application at the same level as the plan types and databases.

  3. In the Ruleset Designer, in Existing Objects, expand the application and the plan type or calculation type that contains the rule you want to add.

  4. To add the rule, drag and drop it into the Ruleset Designer.

  5. Repeat step 4 for each rule you want to add to the ruleset.

  6. Select File, Save.