Edit an Allocation Rule Set

You can edit the following allocation rule set properties: allocation rule components, allocation rule name, allocation rule description, and allocation rule comments.

Scenario

To edit an allocation rule set:

  1. Navigator > General Accounting > Journals > Create Allocation Rules task.

  2. Navigate menu > Administration > Calculation Manager.

  3. In the System View tab, expand the General Ledger balances cube and then expand the Rule Sets node.

  4. Right-click the rule set you want to edit and select Open.

    Note: Only one rule set node exists for each application at the same level as the plan types and databases.
  5. In the Ruleset Designer pane, add, copy, delete, and change the order of new rules:

    1. To delete a rule, select it, right-click, and select Remove.

    2. To add a rule, drag it from the Existing Objects pane and drop it into the Ruleset Designer.

      Note: The rules you add to the rule set must belong to the same application type as the rule set you're editing.
    3. To open a rule, select it, right-click, and select Open.

    4. To reorder the rules within the rule set, right-click them in the Ruleset Designer pane and select Move Up or Move Down.

  6. On the Properties tab, edit properties of the rule set. (In the Ruleset Designer, if you select a rule that you added to this rule set, the properties are displayed on the Properties tab.)

  7. Optional: Edit the name by entering a new one of up to 50 characters. The name defaults from the New Rule Set dialog.

  8. Optional: Edit the description by entering a new one of up to 255 characters.

  9. Edit the comments.

  10. On the Usages tab, view which allocation rule set uses the rule, if any. You can't edit any of the information that appears on this tab. The following information displays for the allocation rules and rule sets that use the rule:

    1. Names

    2. Calculation or Plan Type

    3. Application Name

    4. Deployment Status

    5. Validation Status

    6. Description

  11. Select File, Save.