Updating Business Rules to Use Multiple Entities

When using multiple entities, update the Capital Asset Planning business rules as described here. To ensure that global assumptions apply to different departments, global assumptions must be stored in multiple members of the Entity dimension.

For instructions about working with business rules, see Hyperion Business Rules Administrator’s Web Help and Hyperion Business Rules Web Launcher User’s Web Help.

Note:

When planning for transfers, the calculated details for depreciation and other related expenses are based on assumptions set for the source entity. If assumptions for the destination entity are different, you must calculate assets in the destination entity to see the impact.

  To update business rules to use multiple entities:

  1. Update data forms as described in Updating Data Forms to Use Multiple Entities.

  2. Using Administration Services, update the Capital Asset Planning business rules to remove the “No Entity” reference. Doing so enables business rules to vary by Entity dimension.

    You must update these business rules: Add Asset, AddExistAsset, AddExistIntangible, Add Intangible, CalcAmort, CalcDepr, CalcExistAmort, CalcExistDepr, ImpairIntangible, Improve Asset, Remove Asset, Retire Asset, Retire Intangible, Transfer Asset, TransferExistAsset, TransferExistIntangible, and Transfer Intangible.

    Capital Asset Planning Structure shows each business rule formula.