Defining the Global Rule Properties

Properties of a global rule includes the name, rule type, and whether the rule is enabled.

To specify the properties of a global rule:

1. Create a new global rule as described in Defining Global Rules.
2. Select the Properties tab.
3. In Name, enter the name of the global rule.

   The name must be unique with the application.

4. In Rule, select the type of rule. See About Types of Rules.
5. Select Enabled if the rule must be enabled as soon as it is created.

   Once a global rule is enabled, it impacts profiles and reconciliations when the condition specified in Run When occurs.

6. For Set Attribute Value rules only, select when this rule must run for profiles and formats.
   • Under Profile, select when this rule should be run for profiles.
     • Post Data Load - runs the global rule on the profiles every time data is loaded into their corresponding reconciliations
     • Before Copied to Period - runs the global rule before reconciliations are created for a period.
   • Under Reconciliation, select Post Data Load to run the global rule every time data is loaded into reconciliations.
7. For Create Alert type rules only, specify the details of the alert to be created when the rule condition is satisfied.
   • In Alert Name, enter a name for the alert.
   • In Owner, select the alert owner.
   • In Type, select the type of alert.
   • In Assignee, select the user to whom the alert must be assigned.
   • In Restriction, select None, Prevent Close, or Prevent Workflow.
   • (Optional) In Notification Assignee, select the external user who must be notified when the alert is created.
   • (Optional) In Approver, select the approver for this alert.
   • In Alert Description, provide a description for the alert.
8. For rule types related to approving or rejecting reconciliations, certain additional properties such as Message to Preparer or Reviewer Level are displayed.