Validating Business Rules, Business Rulesets, and Formula and Script Components from the System View

You validate business rules, rulesets, formula and script components to make sure they are syntactically correct before you deploy them to a Financial Management, Planning, or Essbase application. The validation process ensures that:

Planning users only: If you are validating business rules that have runtime prompts with default values, the validation process ensures that all members in the runtime prompt are valid for the selected plan type and application and that there are no syntactic or semantic errors. If you are validating business rules that have runtime prompts without default values, no validation is performed.

Note:

If you do not validate rules and rulesets prior to deployment, they are validated as part of the deployment process to ensure that they are syntactically correct.

  To validate a business rule, a ruleset, or a formula or script component:

  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: To validate a ruleset, expand the calculation type and Rulesets.

    • Planning and Essbase users: To validate a ruleset, 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.

    • To validate a rule, formula, script, or template, expand the calculation type, plan type, or database, and Rules, Formulas, Scripts, or Templates, depending on the object you want to validate.

  3. Do one of these tasks:

    • Right-click the object you want to validate, and select Validate.

    • Select the object you want to validate, and select Actions, Validate.

  4. Planning and Essbase users only: In Validate Options, select whether you want to validate against Planning (for Planning rules) or Essbase (for Essbase rules), Performance Management Architect, or both. Then click OK.

    Note:

    If you are validating an object from a Classic Financial Management or a Classic Planning application, you can validate against only Financial Management or Planning. You cannot validate an object from a Classic application against a Performance Management Architect application.

  5. Do one of these tasks:

    1. If the object is validated successfully, click OK.

    2. If there are errors, they are displayed. Fix the errors and validate the object again.