Create and Deploy an Allocation Rule Set

This example demonstrates how to create an allocation rule set.

You are the General Accountant for InFusion America Inc. You are tasked with creating an allocation rule set.

You create rule sets by combining two or more related rules so you can launch the rules sequentially.

Creating an Allocation Rule Set

1. Click the Navigator.

2. Click the Journals link for the General Accounting work area to access the Journals work area.

3. Click the Create Allocation Rules link.

4. In the Enterprise Performance Management System Workspace, click the Navigate menu.

5. Select Administer and then Calculation Manager.

6. On the System View tab of Calculation Manager, expand the Essbase tree.

7. Expand the VF_USA_Accounting_Flexfield tree item.

8. Right-click the Rule Sets tree node and select New.

9. In the New Rule Set dialog box, enter EMEA Overhead Distribution, and click OK.

10. Expand the VF_USA_Accounting_Flexfie tree in the Rule Set Palette, then expand the db tree node and then the Rules tree node.

11. Drag the EMEA Overhead Distribution rule from the Rule Set Palette to the Ruleset Designer panel.

12. Drag the EMEA - Allocation of Indirect Costs rule from the Rule Set Palette to the Ruleset Designer panel.

13. Click EMEA Overhead Distribution Rule Set in the Ruleset Designer.

14. Click the Variables tab in the lower panel of the work area.

15. Select Merge Variables.

    If a rule set has the same variable used across rules in a rule set, you can merge the rules. Then at generation time, the input is taken from that variable as the runtime prompt.

16. Click Save and then OK.

    Before you deploy rule sets, you validate them to ensure that there are no syntax errors. Validation ensures that all of the following criteria are met:

    • All members of all dimensions in the application are valid.

    • All functions exist, have the correct number of parameters, and are valid for the application type.

    • All variable references that are used in rules are valid. Replacement variables are replaced with the correct strings and then validated.

    • The generated script contains no syntax errors.

    You can deploy rules and rule sets to Oracle General Ledger. You perform a partial deployment by deploying one or more (but not all) rules and rule sets. You perform a full deployment by deploying all rules and rule sets in the current application.

    Rules and rule sets that are deployed can be generated from the Allocation Generation page.

    • To deploy multiple rules and rule sets but not all, in the Deployment View, select the rules and rule sets that you want to deploy.

    • To deploy only one rule or rule set in the current application, in the Deployment View, select the one rule or rule set option.