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

You can create a business ruleset from the System View. You can also create a business rule from the List, Custom, and Deployment views and from within the Ruleset, Template, and Component designers.

  To create a business ruleset:

  1. Enter the ruleset's name.

  2. Enter the Application Type (Financial Management, Planning, or Essbase).

  3. Select an Application Name.

  4. Do one of these tasks:

    1. If you selected Financial Management, select the Calculation Type.

    2. If you selected Planning, select the Plan Type.

    3. If you selected Essbase, select a Database.

    Note:

    From the System View, if you right-click Rulesets and select New to create a new business ruleset, the New Ruleset dialog is populated with the application type, the application, and the calculation type, plan type, or database in which you are working.

  5. Click OK.

    The new ruleset is displayed in the Ruleset Designer. See Designing a Business Ruleset (Financial Management, Planning, and Oracle General Ledger Users Only) to design the business ruleset.