Adding Custom Fields

You may want to add custom fields. For example, to add a drop-down list for tracking purchase justifications, you can add a field called Purchase Reason to the New Asset request menu and data form.

This example:

  To add a custom field to the launched Add Asset business rule:

  1. Start Essbase Administration Services Console, expand Business Rules, Repository View, and Rules, and then select Add Asset business rule.

  2. Select Local variable, and then select Add Task to add the variable.

  3. Select Apply task.

  4. In Save as, type PurchReason.

  5. Select Runtime prompt, and then place PurchReason next to the PhyLocation variable.

  6. In Source, after line “UOM” = 1;, add this statement:

    "Purchase Reason Code" = [PurchReason]

    This section of the code now reads:

    “Purchase Date” = [PurchaseDate];
“In Service Date” = [InServiceDate];
”UOM” = 1; /*Default to Nos*/
”Purchase Reason Code” = [PurchReason];

  7. Click Save.

  To add the Purchase Reason Code member to the New Assets Requests data form:

  1. Start Planning, then select Administration, then Manage, then Data Forms and then select data form 02A. New Asset Requests — Addition from the data form folder Capital.

  2. Select Edit.

  3. Select Layout.

  4. Select Column Definition 3, click Edit.

  5. In Members, add Purchase Reason Code, and then click Submit.

  6. Click Save.

  To verify that Purchase Reason is added:

  1. Open data form 02A. New Asset Requests — Addition.

  2. Right-click an asset class, select Add New Asset, and then click Finish.

    Notice the Purchase Reason field.