On the Business Rules tab, you can associate multiple business rules with a data form, by plan type. Users can launch associated business rules from the data form to calculate and allocate values. You can set whether each business rule associated with a data form automatically launches when the data form is opened or saved.
To select business rules for data forms:
To update the current data form, click Business Rules.
To open a data form for editing, click Edit, and then click Business Rules.
From the Business Rules list, select the business rules to associate with the data form, and move them to Selected Business Rules. See Using the Member Selector.
By default, the Calculate Data Form and Calculate Currencies business rules are selected. Calculate Data Form is automatically created for data forms to calculate subtotals. Calculate Currencies is created for data forms that include multiple currencies in a row, column, or page, to enable converting values among the available currencies. You can clear Calculate Currencies if you use customized calc scripts to calculate currency conversions. You can clear Calculate Data Form to prevent planners from calculating data in data forms.
To change the order of selected business rules (the order in which rules display and launch), select a business rule in Selected Business Rules and click the up or down arrow to move it up or down in the list. The rule listed first displays and launches first; the rule at the bottom of the list displays and launches last.
The order in which business rules launch is important and may affect data. For example, it is important to convert currencies first, before subtotaling.
To set business rule properties, click Properties. See Setting Business Rule Properties.
Click Save to save your work and continue creating or editing the data form, or click Finish to save your work and close the data form.