Editing a Business Ruleset (Financial Management, Planning, and Oracle General Ledger Users Only)

You can edit the following properties of a business ruleset:

  To edit 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 edit, and select Open.

    • Planning and Essbase users only: Expand Rulesets, right-click the ruleset you want to edit, 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, add, copy, delete and change the order of new rules and rulesets:

    • To delete a rule or ruleset from the ruleset, select the rule or ruleset, right-click it, and select Remove.

    • To add a rule or ruleset to the ruleset, from Existing Objects, drag existing rules and rulesets from Financial Management, Planning, or Essbase applications, and drop them into the Ruleset Designer.

      Note:

      The rules and rulesets you add to the ruleset must belong to the same application type as the ruleset you are editing. Financial Management rules and rulesets must belong to the same calculation type or belong to the Generic calculation type.

    • To open a rule or ruleset in the ruleset, right-click the rule or ruleset, and select Open.

    • To reorder the rules and rulesets within the ruleset, use the up and down arrow buttons below the Navigate menu. To move a rule or ruleset up or down, select it and click the up or down arrow button until it is in the correct location.

  4. On Properties, edit properties of the ruleset. (In the Ruleset Designer, if you select a rule that you added to this ruleset, the properties of the rule are displayed on the Properties tab.)

    • Optional: Edit the name by entering a new one of up to 50 characters. (The name defaults from the New Ruleset dialog.)

    • Optional: Edit the description by entering a new one of up to 255 characters.

    • Edit the Enable Parallel Execution selection. If you want the rules and rulesets in the ruleset to launch simultaneously, select this option; if you want them to run sequentially, clear this option. By default, the rules and rulesets in a ruleset run sequentially: each rule or ruleset in the ruleset must run without errors before the next rule or ruleset is launched.

      If the ruleset contains nested rulesets, and the nested rulesets have a different Enable Parallel Execution setting than the parent ruleset, the setting of the nested ruleset applies. For example, if you have ruleset1 (that is flagged for parallel processing) and it contains rule1, rule2, and ruleset2 (that is flagged for sequential processing), the rules and rulesets in ruleset2 are processed sequentially, even though ruleset1 is flagged for parallel processing.

    • Edit the comments.

    • Financial Management users only:

      • Select Enable Logging so, if the rules in the ruleset have log text, the log text is included in the log file when the ruleset is launched. You can enable logging for rules, rulesets, and components. However, you specify what log text to include, if any, with a business rule's formula statements.

        Note:

        If logging is not enabled for a ruleset, but is enabled for a rule and component that belong to the ruleset, no log file is created because the log setting for the ruleset overrides the settings for the rule and component.

      • Select Enable Timer so the time taken to process the ruleset is recorded in the log file when the ruleset is launched. You can enable the timer for rules, rulesets, and components. The process time is included in the log file for every object whose timer is enabled. For example, if you have a ruleset whose timer is enabled and the ruleset contains three rules whose timers are enabled, the time taken to process the ruleset, and each rule in the ruleset, is recorded.

      • Select Enable Launch so the business ruleset can be launched in Financial Management.

        Note:

        You cannot launch business rules in Financial Management.

  5. On Usages, you can see which rulesets are using this ruleset, if any. (You cannot edit any of the information on this tab.) This is the information you can view about the rulesets that use this ruleset:

    • The names of the business rulesets that are using the business ruleset

    • The calculation or plan type of the business rulesets that are using the business ruleset

    • The application name of the business rulesets that are using the business ruleset

    • Whether the business rulesets that are using the business ruleset are deployed

    • Whether the business rulesets that are using the business ruleset are validated

    • A description of the business rulesets that are using the business ruleset

  6. Planning users only: On Variables, select Merge Variables to merge all instances of the same global variable used in the rules within this ruleset so only the first instance of each variable is displayed when the rule is launched. If you do not select this check box, all instances of each variable are displayed.

    Note:

    If you select Merge Variables, the first value that the user enters for the runtime prompt is used for all subsequent occurrences of that runtime prompt during validation and launch.

    Note:

    Only global variables can be merged.

  7. Select File, Save.