After you create a ruleset in the New Ruleset dialog, the ruleset is displayed in the Ruleset Designer.
To design a business ruleset:
In the System View, expand the Financial Management, Planning, or Essbase application type and the application.
Financial Management users only: Expand the calculation type, right-click Rulesets, and select New.
Planning and Essbase users only: Right-click Rulesets, and select New.
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.
In New Ruleset, do these tasks:
Enter the ruleset's name.
Select the Application Type (Financial Management, Planning, or Essbase).
If you selected Financial Management as the application type, select the Calculation Type; if you selected Planning as the application type, select the Plan Type; if you selected Essbase as the application type, select the Database.
In the Ruleset Designer, to create the ruleset, from Ruleset Palette, drag existing rules and rulesets and drop them into the flow chart.
Tip:
You can use the up and down arrow buttons below the Navigate menu to reorder the rules in the ruleset. To move a rule up or down, select the rule and click the up or down arrow button until the rule is in the correct location. Rules in Financial Management applications are launched sequentially within a ruleset, so the order of the rules is important.
Note:
Planning and Essbase rulesets can contain rules and rulesets that are created in, and deployed to, different applications. Financial Management rules and rulesets must belong to the same calculation type or belong to the Generic calculation type.
On Properties, enter properties for the ruleset. (In the Ruleset Designer, if you select a rule or ruleset within the ruleset you are creating, its properties are displayed on Properties instead of the new ruleset's properties.)
Optional: Edit the name by entering a new one of up to 50 characters. (The name defaults from the New Ruleset dialog.)
Optional: Enter a description of up to 255 characters for the ruleset.
Optional: Select Enable Parallel Execution if you want the rules and rulesets in the ruleset to launch simultaneously. By default the rules and rulesets belonging to a ruleset launch 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.
Optional: Enter comments for the ruleset. For example, you may want to enter a comment that describes what the business ruleset does.
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 ruleset can be launched in Financial Management.
Note:
You cannot launch business rules in Financial Management.
On Usages, you can see which rulesets are using this ruleset, if any. (You cannot change 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, plan type, or database 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
Note:
By default, a ruleset is used by no other rulesets when you create it.
Planning users only: On Variables, select Merge Variables to merge all instances of the same 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.