Managing Rules

In This Section:

You use Financial Management rules to automate the calculations of data within an application. You can use rules for these purposes:

Calculate data entry level amounts for a specific entity, scenario, and period.
Prevent data entry for a specific cell in a specific entity, scenario, and period.
Allow input at the Parent entity level.
Calculate data that cannot be calculated through a hierarchical aggregation, such as ratios or variance analysis.
Perform allocations from a parent entity to a list of base entities.
Perform complex currency conversions, calculate exchange rate differences, or perform other calculations necessary for your consolidation.
Define formulas to dynamically calculate accounts.
Specify the accounts in the application that support intercompany transactions.

You can write rules in a text editor, or you can use the Financial Management Rules Editor to create rules.

Note:

To work with rules in Calculation Manager, see Creating Rules Using Calculation Manager.