Rules for Editing Balance Groups and Their Usages
The limitations on the changes you can make to balance groups and usages are different for predefined and user-defined groups.
Balance Group Rules
These are the actions you can take for both predefined and user-defined balance groups.
|
Action |
Predefined Balance Group |
User-Defined Balance Group |
|---|---|---|
|
Create balance group |
No |
Yes |
|
Edit balance group |
No |
Yes |
|
Delete balance group |
No |
Yes |
|
Add balance definitions |
No, unless the Add button in the table menu is enabled |
Yes |
|
Remove balance definitions |
No, unless the balance definitions are added by the user. |
Yes |
|
Add restrictions |
No |
Yes |
|
Edit restrictions |
No |
No |
|
Delete restrictions |
No |
Yes |
|
Edit the balance group level |
No |
Yes, if the group contains no balance definitions, default inclusions or dimension restrictions. |
|
Add default inclusions |
No, unless the Add button in the table menu is enabled |
Yes |
|
Edit default inclusions |
No |
Yes |
|
Delete default inclusions |
No |
Yes |
Balance Groups Usage Rules
The only change you can make to a predefined balance group usage is to add matrix items.
For a user-defined usage, you can:
-
Edit or delete the usage
-
Edit the usage details
-
Add or delete matrix items
-
Create, edit, or delete sorting definitions
You can't change the format type of a usage after you save it. Additionally, you can't change the sort method unless you delete the existing sort items.