Launching On-Demand Rules

By default, only Administrators can run on-demand rules. Other users can view and run on-demand rules only if the Administrator assigns them Launch access and if they have security access to the Scenario, Year, Period and Entity.

You can launch on-demand rules using:

• Rules card

• Calculation Manager

• Data forms

• Oracle Smart View for Office

Launching On-Demand Rules from the Rules Card

The Rules card displays a list of both System rules and User-defined On-Demand rules.

Users who have Launch permissions to rules can launch the rules.

To launch on-demand rules from the Rules card:

1. On the Home page, click Rules.

2. To filter the list of rules, click the Filter icon.

   Only on-demand rules that have been deployed are displayed.

3. From the Cube drop-down list, select Consol.

   On-demand rules are listed in alphabetical order after the system rules, and are identified by a User icon:

4. From the list of rules, select an on-demand rule and click Launch.

   To launch business rules, the rules must be deployed from Calculation Manager.

5. The system displays a popup window for you to enter dimension member values for the Run-Time Prompts defined for the rule. If the rule is launched for the first time, the values in the prompt will be blank. Once a value has been entered for the rule, the system will display the last value used as the default, but you can change it if needed.

   Note:

   For the Entity dimension, you can specify multiple entities or a member list, but for all other dimensions, you specify only one member.

When you run a business rule and an error occurs, the system displays a detailed message on the Business Rules page, which can help you quickly resolve the error. You can also view the error details on the Job Details page.

Launching On-Demand Rules from Calculation Manager

Running an On-Demand rule from Calculation Manager enables you to view statistics about the execution of the rule.

To launch on-demand rules from Calculation Manager:

1. On the Home page, click Rules.

2. To filter the list of rules, click the Filter icon.

   Only on-demand rules that have been deployed are displayed.

3. From the Cube drop-down list, select Consol.

   On-demand rules are listed in alphabetical order after the system rules, and are identified by a User icon:

4. From the list of rules, open an on-demand rule. The rule opens in Calculation Manager.

5. From the Calculation Manager menu, click Launch.

6. The system displays a popup window where you can change any Run-Time Prompt values that you previously specified.

7. Click OK to run the rule.

8. When the Launch Status dialog displays, click OK. If there are any errors, click the Log Messages tab to view the details.

Launching On-Demand Rules from Data Forms

Administrators can attach an on-demand rule to a data entry form. When users view or enter data in the form, they can execute the on-demand rule from within the data form, so that the calculated results are displayed in the form after execution.

When you create on-demand rules, you specify Run-Time Prompts for Scenario, Year, Period, Entity, Currency, and Consolidation dimension members. You cannot remove any system Run-Time Prompts, but you can modify them before launching the rule.

If the setting is selected to use the members in the form, the system automatically displays the current members of the selected cell for the popup when the rule is invoked. Only one member from each dimension is displayed in the run-time prompt.

The system will display only the Business Rules you have assigned to the form for user to select. After selection, the system will display the Run-Time Prompt values based on your POV selection.

If the user selects a block of cells by selecting an entire row or column when they launch the rule, the system uses the cell from upper-top-left corner as the selection cell for the Run-Time Prompts.

You can launch on-demand rules either from the Action Menu drop-down list using a Custom Menu, or from the Business Rules option.

After you run on-demand rules, all entities included in the calculation process have a calculation status of Impacted, regardless of the original status. The system will not run on-demand rules for entities that are locked. All applicable parent and ancestor members are Impacted, and all future periods that have data are also Impacted.

To launch an on-demand rule in a form:

1. On the Home page, click Data, and then open the form.

2. From the Action menu, select Business Rules, and select the rule.

3. From the Launch Confirmation message, click OK.

4. In the Run-Time Prompt dialog box, click Launch, then specify values or use the default values for the prompts, and click OK.

Launching On-Demand Rules from Smart View

When you open a form in Smart View, the same options are available to launch on-demand rules as in data forms. You can launch the rule using the Business Rules option or from a Custom Menu.

To launch a rule using the Business Rule option:

1. Open a data form and select the Calculate menu option.

2. Select Business Rules, or select Rules on Form to view only the rules defined for the form.

3. Select a business rule to launch.

4. When the system displays the Run-Time Prompt, select members for the dimensions, then click OK. By default, the system uses the members from the POV cell. You can change the default values during execution time.

To launch a rule from the Custom Menu:

1. Open a data form, then right-click in a cell and select Smart View.

2. Select the menu option from the Custom Menu attached to the form.

3. From the Launch Confirmation message, click OK.

4. Select the members for the dimensions in the Run-Time Prompt, and click OK.