Design an Allocation Rule Set

After you create a rule set in the New RuleSet dialog, the rule set is displayed in the Ruleset Designer.

Scenario

To create an allocation rule set:

1. Navigate to the Journals work area and select Create Allocation Rules from the Tasks pane.

2. From the Navigate menu, select Administration, then Calculation Manager.

3. In the System View, expand the Essbase application type and the application.

4. For Essbase: Right-click RuleSets and select New.

   Note: For Essbase applications, only one rule sets node for each application at the same level as the databases.

5. In New RuleSet, do these tasks:

   1. Enter the rule set's name

   2. Select the Application Type as Essbase

   3. Select the Application Name.

   4. As you selected Essbase as the application type, select the Database.

   5. OK.

6. In the Ruleset Designer, to create the rule set, from Ruleset Palette, drag existing rules and drop them into the flow chart.

   Note: You can use the Move Up and Move Down icons on the Ruleset Designer pane to reorder the rules in the rule set. Rules in General Ledger applications are launched sequentially within a rule set, so the order of the rules is important.

7. On Properties, enter properties for the rule set. In the Ruleset Designer, if you select a rule within the rule set you are creating; its properties are displayed on Properties instead of the new rule set's properties.

   Optionally, enter the following:

   1. The name by entering a new one of up to 50 characters. The name defaults from the New RuleSet dialog.

   2. A description of up to 255 characters for the rule set.

   3. Comments for the rule set. For example, you may want to enter a comment that describes what the allocation rule set does.

8. On the Usages tab, you view which rule set uses the rule, if any. You can't edit any of the information about this tab. The following information is displayed for the allocation rules and rule sets using the allocation rule:

   1. Names

   2. Database

   3. Application Name

   4. Deployment Status

   5. Validation Status

   6. Description

9. On Variables, select Merge Variables to merge all instances of the same variable used in the rules within this rule set so only the first instance of each variable is displayed when the rule is launched. If you don't select this check box, all instances of each variable are displayed.

   Note: If you select Merge Variables, the first value that the user enters for the runtime prompt is used for all subsequent occurrences of that runtime prompt during validation and launch.

10. Select File, Save.