Duplicating and Deleting Rule-Sets

From the Configurable Consolidation page, you can view, duplicate and delete rule-sets and rules.

To access the Configurable Consolidation page:

  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.

Duplicating Rule-Sets

To duplicate a rule-set, or rule within a rule-set:

  1. From the Configurable Consolidation list of rule-sets, select the row and click select rule-set icon.

  2. To duplicate a rule-set or rule, click Duplicate.

  3. To duplicate both a rule-set and the rules within that rule-set, click Duplicate with Rules.

Note:

To change the name of a rule-set or rule, the rule-set must be undeployed.

Changes to other fields do not require that the rule-sets be undeployed.

Deleting Rule-Sets

To prevent a referential integrity problem with configurable consolidation rules from occurring in the application, Financial Consolidation and Close verifies and prevents the deletion of any metadata member that is referenced in the rule.

When you delete a dimension member from the application, if the member is referenced in a configurable consolidation rule, the system displays a Failure error and the member is not deleted.

To delete a rule-set, or rule within a rule-set:

  1. From the Configurable Consolidation list of rule-sets, select the row and click select rule icon.

  2. To delete the item, click Delete.

    If the rule-set or rule has been deployed and then changed, both the deployed and changed items will be deleted.