Refreshing Business Rules or Business Rulesets

In the System View, you can refresh any level of the application list. You can refresh an application type (Financial Management, Planning, or Essbase), an application, a calculation type, a plan type, or a database, multiple rulesets or rules, or one ruleset or rule.

By default, when you refresh an application, application type, or calculation type, plan type, or database, all of the rules, rulesets, components, and templates belonging to it are refreshed. However, refreshing the rulesets or rules within an application does not refresh higher levels in the application list or rulesets or rules that belong to other applications. For example, if you refresh a rule within a Planning application and plan type, all rules within that application and plan type are refreshed, but no rules within other plan types or other Planning applications are refreshed.

Note:

You can also click the Refresh icon on the toolbar to refresh the entire application list in the System View.

  To refresh business rules or rulesets:

  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: To refresh rulesets, expand the calculation type, right-click Rulesets, and select Refresh.

    • Planning users only: To refresh rulesets, right-click Rulesets, and select Refresh.

      Note:

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

    • To refresh rules, expand the calculation type, plan type, or database, right-click Rules, and select Refresh.

      Tip:

      You can also right-click the application type, the application, or the calculation type, plan type, or database that contains the business rules you want to refresh, and select Refresh.