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

Caution:

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.