Associating Allocation Manager Rule Sets With a Job and Processing Allocations

The next steps required to process allocations include associating an allocation rule set with a job and running the Allocation Manager engine.

Each unique run of the Allocation Manager engine is assigned a job ID so you must associate the rules with the actual job that will run them using the Allocation Manager Rule Set Job Association page. When the jobstream that contains the defined Allocation Manager job ID runs, it uses the setup on the Allocation Manager Rule Set Job Association page to find the Allocation Manager rule set to execute.

Note: Each time that you run an EPM engine, it must have a unique job ID. These jobs must then be run in a jobstream.

Pages Used to Associate Allocation Manager Rule Sets with a Job and Process Allocations

Page Name	Definition Name	Navigation	Usage
Allocation Manager Rule Set Job Association	PF_AL_JOB_RSET_DEF	select EPM Foundation, then select Data Enrichment Tools, then select Allocation Manager, then select Job Association, then select Allocation Manager Rule Set Job Association	Define rule sets to be run with a given job and the order in which these rule sets are run.
Run Allocations	PF_RUN_ALLOCATION	EPM Foundation, Data Enrichment Tools, Allocation Manager, Run Allocations, Run Allocations select EPM Foundation, then select Data Enrichment Tools, then select Allocation Manager, then select Run Allocations, then select Run Allocations	Process allocation rules.

Page Name

Definition Name

Navigation

Usage

Allocation Manager Rule Set Job Association

PF_AL_JOB_RSET_DEF

select EPM Foundation, then select Data Enrichment Tools, then select Allocation Manager, then select Job Association, then select Allocation Manager Rule Set Job Association

Define rule sets to be run with a given job and the order in which these rule sets are run.

Run Allocations

PF_RUN_ALLOCATION

EPM Foundation, Data Enrichment Tools, Allocation Manager, Run Allocations, Run Allocations

select EPM Foundation, then select Data Enrichment Tools, then select Allocation Manager, then select Run Allocations, then select Run Allocations

Process allocation rules.

Prerequisites

Before you can associate rule sets with job, you must:

Set up the Allocation Manager job ID.
Set up a jobstream for the job ID.

See Understanding Jobstreams

Allocation Manager Rule Set Job Association Page

Use the Allocation Manager Rule Set Job Association page (PF_AL_JOB_RSET_DEF) to define rule sets to be run with a given job and the order in which these rule sets are run.

Navigation

select EPM Foundation, then select Data Enrichment Tools, then select Allocation Manager, then select Job Association, then select Allocation Manager Rule Set Job Association

Image: Allocation Manager Rule Set Job Association page

This example illustrates the fields and controls on the Allocation Manager Rule Set Job Association page. You can find definitions for the fields and controls later on this page.

Job ID

Displays the unique instance of an Allocation Manager engine in a jobstream.

Ledger ID

Select a ledger ID. This is required for the Profit Manager.

See Processing and Posting Journals.

Sequence Number

Enter a number, such as 100, for the first rule set in the job association. The next rule set to run would have a sequence of 200. The actual sequence number is not important; it represents the order in which you want to process rule sets. The sequence must be unique.

Rule Set

Select the rule set or rule sets to include in the job. You create rule sets on the Data Manger Rule Set - Assignment Rule Sets page.

Run Allocations Page

Use the Run Allocations page (PF_RUN_ALLOCATION) to process allocation rules.

Navigation

select EPM Foundation, then select Data Enrichment Tools, then select Allocation Manager, then select Run Allocations, then select Run Allocations

Image: Run Allocations page

This example illustrates the fields and controls on the Run Allocations page.

As a last step to process your allocations, run the Allocation Manager engine.

As you run the jobstream:

Use the Process Monitor to verify the status of your job.
Review any error messages using the Error Messages component.