Multiple Assumption Rules and Effective Dates Example

Using the setup information provided, the example shows how the system determines which assumption rule to use when you assign more than one assumption rule for the unit.

The system uses these processing options from the AREF Budget Calculation program (R15L1091) to determine the effective dates of the assumption, based on the specified assumption term:

2. Budget Start Period: 01
3. Budget Start Fiscal Year:07
4. Years to Forecast:10

This table shows the unit assumption setup information:

Assumption ID	New Term	New Term Type	Effective Dates
ARA	2	AN	01/01/07–12/31/11
ARB	5	AN	01/01/9–12/31/13
ARC	36	MO	01/01/14–12/31/16
ARD	Blank	Blank	01/01/07–12/31/16

This table shows the effective date of the expense participation, sales overage, and recurring bill code rules based on the effective date of the assumption rule:

Rule Type	Rule Name	Rule Effective Dates
Assumption Rule 01	ARA	01/01/07–12/31/08
Assumption Rule 02	ARB	01/01/09–12/31/13
Assumption Rule 03	ARC	01/01/14–12/31/16
E.P. Rules ID 01	EPA	01/01/07–12/31/08
E.P. Rules ID 02	EPB	01/01/09–12/31/16*
E.P. Rules ID 03	NA	NA
Sales Overage Rule 01	SOA	01/01/07–12/31/16*
Sales Overage Rule 02	NA	NA
Sales Overage Rule 03	NA	NA
Recurring Bill Code Rule 01	RBA	01/01/07–12/31/08
Recurring Bill Code Rule 02	RBB	01/01/09–12/31/16*
Recurring Bill Code Rule 03	NA	NA

* Based on the R15L1091 program processing option settings.

Note: When fewer corresponding rules (expense participation, sales overage, or recurring bill code) are set up than assumption rules, the system uses the effective date of the last assumption rule as the effective date for the corresponding rule.

The system uses the through effective date of Assumption Rule 03 as the through effective date of the corresponding rule. Similarly, if the first assumption rule does not have a specified term, the assumption is effective for the duration of the budget and the system never uses the second and subsequent assumption, expense participation, sales overage, or recurring bill code rules.