1. User's Guide
  2. Working with Management Ledger Profitability
  3. Working with Management Ledger Allocations
  4. Creating and Managing Management Ledger Allocations
  5. Defining Global Contexts for Management Ledger Rules

Defining Global Contexts for Management Ledger Rules

Setting a global context enables you to define default definitions for dimensions that will be used in all rule definitions for the selected POV.

Note:

Define a global context before defining rule sets for the selected POV.

To define a global context for one POV of a Management Ledger model:

  1. In an open Management Ledger model, select Manage Rules in the Manage Program group (About the Management Ledger Manage Rules Areas).
  2. In the Manage Rules content area (Figure 10-2, enter the year and period for a valid POV, and then click the Refresh button, Refresh button.

    Figure 10-2 Defining a Global Context for Management Ledger Models


    You can select a POV and define a global context in the upper part of the Manage Rules content area.
  3. Click Edit, Edit button, in the Global Context area.
  4. Optional: In the Global Context Definition box, enter a description of the global context default.
  5. The Dimensions area displays all dimensions for the selected application that are not required system dimensions. Select one to apply to all rules as a default and then click Add Member button or select Actions, and then select Add Member in the Member Selection area.
  6. Select one member to include in the global context default for that POV, and then click OK.
  7. Optional: Repeat steps 5 and 6 for other dimensions.
  8. When the global context definition is complete, click Save button (Save).

Now, all selected dimension-member combinations will be applied to new rules created for the selected POV.

Figure 10-3 shows a global context definition that applies the NoDriver member to the Drivers dimension for all rules created for that POV. The global context was defined before any rule sets and rules were created.

Figure 10-3 Global Context for the Drivers Dimension


The Global Context field lists Drivers as the dimension and NoDriver as the member.

The next step is to define and manage rule sets (Working with Rule Sets for Management Ledger POVs).