Saving a Business Ruleset with a Different Name (Financial Management, Planning, and Oracle General Ledger Users Only)

  To save a business ruleset with a different name:

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.

   • Planning and Essbase users only: Expand Rulesets.

     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. Right-click the ruleset you want to save with a different name, and select Open.

4. In the Ruleset Designer, select File, Save As.

5. In Save As, enter the ruleset's new name, and select an application and calculation or plan type. Click OK.

   Note:

   You cannot change the application type of a ruleset you save with a different name. The new ruleset must have the same application type as the ruleset from which it is created. Also, if the ruleset is a Financial Management ruleset, you cannot change the calculation type. The calculation type of the new ruleset must be the same as the original ruleset.

   The new ruleset is added to the application list in the System View.