1. Administering Financial Consolidation and Close
  2. Consolidating Data
  3. Viewing Rule-Sets

Viewing Rule-Sets

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

You can also deploy and undeploy rule-sets, and duplicate or delete rule-sets and rules. See these topics:

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.

To view the Rule-sets by Status, select the appropriate option from the Status drop-down list:

  • All Rules

    This option displays all rule-sets. If a rule-set has been deployed and then changed but not yet redeployed, the Changed status icon is displayed next to the rule-set name.

    You can open and view any of the displayed rule-sets.

    System rule-sets: You can view, duplicate, deploy and undeploy.

    Non-system rule-sets and rules: You can view, modify, duplicate, deploy and undeploy.

    If you open a Changed rule-set, the changes not yet deployed are displayed and you can make additional changes.

    If you open and modify a deployed and not changed rule-set, a "changed" copy of the rule-set is created when saved.

  • Deployed

    This option displays all deployed rule-sets. If a rule-set has been deployed and then changed but not yet redeployed, the Deployed status icon is displayed next to the rule-set name and the details of the deployed rule-set are displayed.

    You cannot make any changes to deployed rule-sets in this view. To modify a rule-set that has been deployed, open the rule set in the All Rules view.

    You can undeploy rule-sets from this view.

  • Undeployed

    This option displays all rule-sets that are not deployed. If a rule-set is undeployed and then changed, the status icon remains unchanged.

    You can deploy rule-sets from this view.

  • Changed After Deploy

    This option displays all rule-sets that have been deployed and then changed but not yet redeployed. The details of the rule-sets and rules reflect the changes made since the previous deployment. You can make additional changes in this view.

    You can deploy changes to rule-sets and rules from this view. If the changes are not deployed, then the previously deployed version will remain active.