1. Administering Financial Consolidation and Close
  2. Consolidating Data
  3. Deploying and Undeploying Rulesets

Deploying and Undeploying Rulesets

To deploy rulesets:

  1. On the Home page, click Application, and then click Consolidation.

  2. From the Consolidation Process page, select the Consolidated tab, and then select Configurable Consolidation.

There are three possible "states" for any ruleset:

  • A ruleset that has been created but never deployed is "Undeployed" (identified by a blue circle)

    undeployed rule icon

  • A ruleset that has been created and deployed is "Deployed" (identified by a green circle with a check-mark)

    deployed rule icon

  • A ruleset that has been created and deployed and then changed is "Changed, yet to be redeployed" (indicated by a yellow triangle with an exclamation mark)

    changed rule icon

    Any ruleset that has been deployed and then changed, but not yet redeployed, also exists in its original deployed state. When the changed rule is deployed, then it replaces the previously deployed version.

Note:

  • The background "gear" icon indicates that it is a system Ruleset.

  • The background "person" icon indicates that it is a user-created Ruleset.

To deploy an undeployed or changed ruleset:

  1. Select the rulesets by selecting the checkbox to the left of the ruleset name.

    You cannot deploy or undeploy individual rules.

  2. Click Deploy or Undeploy.