Loading Rules

Rules changes can affect data and are dependent on metadata. As a result, a rules load operation has to put a global lock on the Financial Management server cluster. The rules load cannot proceed until any previously started operations of these types have finished:

Rules scan follows the same restrictions as rules load to enable the system to validate dimension members and other parameters. Rules scan and load processes are queued up and started automatically after the blocking tasks are finished. Oracle recommends that you load rules during periods of light activity across the server cluster instead of, for example, during a long-running consolidation. You can check the Running Tasks page to see which consolidation or data loads, for example, are in progress.

After you load a rules file to an application, users using that application are notified that the system has changed and that they must log off from the application and log back on.

For intercompany transactions, there is an option to check the posted transactions in the application against new transactions in the rules file. The Sub Transactions section of the rules file defines the accounts that support intercompany transaction detail.

Web Procedure

Note:

Oracle recommends that you add Financial Management to the exceptions for your Web pop-up blocker. When you perform some Financial Management tasks on the Web such as loading data, a status window pops up showing the task status. If you have a pop-up blocker enabled on your computer, the status window is not displayed.

  To load rules:

  1. Open the application.

  2. In the Browser View, expand Tasks and select Load Tasks.

  3. Select Load Rules.

  4. For Rules File, enter the file name to load, or click Browse to find the file.

    Note:

    By default, rules files use the RLE file extension. The load process accepts other file extensions such as TXT or CSV, however, Oracle recommends that you use the RLE file extension.

  5. Optional: Select Check Integrity for Intercompany Transactions to verify that posted transactions are valid with the statements in the Sub Transactions section of the rule file that you are loading.

  6. Optional: Click Scan to verify that the file format is correct.

  7. Click Load.