1. Administering Planning Modules
  2. Configuring Capital
  3. Capital Rules

Capital Rules

To run rules, from the Home page, click Rules.

Tip:

To see only Capital rules, click All Cubes next to the Filter, and from the Cube list select OEP_CPX.

Capital rules:

  • Add Asset—Adds new assets for asset class; for tangible assets.
  • Add Asset Dynamic—Adds new assets with member names given in the runtime prompt.
  • Add Intangibles—Adds intangible assets for asset class.
  • Add Intangible—Adds new assets when Named Asset is not selected in Enable Features
  • OCX_Add Intangibles Dynamic—Adds new assets with member names given in the runtime prompt.
  • Add LeasedAsset—Adds leased assets at the entity level including determining whether it's operating or capital lease.
  • Add LeasedAssets—Adds a named leased asset at the entity level including determining whether it's operating or capital lease.
  • Assign Driver for a plan year—Sets percentage driver for a target year either based on source year or simply based on value provided.
  • OCX_Add LeasedAsset Dynamic—Adds leased asset with member names given in the runtime prompt.
  • Calculate All Existing Intangible Assets—This rule is now obsolete. Use this rule instead: Calculate Intangible Asset.
  • Calculate All Existing Tangible Assets—This rule is now obsolete. Use this rule instead: Calculate Tangible Asset.
  • Calculate Existing Intangible Assets—Calculates the amortization and all other expenses and cash flow for the specified existing intangible asset.
  • Calculate Intangible Asset—Calculates the amortization and all other expenses and cash flow for the specified intangible asset.
  • Calculate Tangible Asset—Calculates the depreciation and all other expenses and cash flow for the specified asset.
  • Calculate All Leased Assets—Calculates PV value of lease, depreciation, interest, and cash flows for all leased assets for an entity.
  • Calculate Leased Assets—Calculates PV value of lease, depreciation, interest, cash flows for a specified leased asset.
  • Impair Intangible—Calculates impairment (reduction of asset value) for intangibles.
  • Improve Asset—Allows for adding improvements to existing assets by splitting the asset and creating the value of the improvement.
  • Reconcile Asset—Reconciles the new asset request against an existing asset. All values are pushed to the assigned asset.
  • Reconcile Leased Asset—Reconciles the new leased asset request against an existing leased asset. All values are pushed to the assigned asset.
  • Remove Named Asset—Removes a named asset that's no longer relevant.
  • OCX_Remove Asset Dynamic—Removes a planned named asset investment that's no longer relevant.
  • Remove Leased Asset—Removes a planned lease asset investment that's no longer relevant.
  • OCX_Remove Leased Asset Dynamic—Removes a planned named leased asset investment that's no longer relevant.
  • Retire Asset—Retires the existing asset, where the asset can be sold or written off, with corresponding accounting implications.
  • Retire Intangible—Retires the existing intangible, where the asset can be sold or written off, with corresponding accounting implications.

  • Roll up Capital—Rolls up Accounts, Asset Details, Asset Class, Entity.

  • Sync FS Account Mapping—Synchronizes the mapping of financial statement accounts between Capital and Financials.
  • Synchronize drivers—Synchronizes asset assumptions to level 0 assets.
  • Transfer Asset—Transfers existing tangible assets from one entity to another; all costs/expenses are pushed to the new entity.
  • Transfer Intangibles—Transfers existing intangibles from one entity to another; all costs/expenses are pushed into the new entity.
  • Push Data To Financials—Runs the data map Financial Statement Integration to push data from Capital to Financials.
  • OCX_Free Rent Asset BeforeLoad. Available when IFRS-16 support is enabled. Attached to the Rent Free Period form to make all the cells read only and according to payment frequency only the corresponding cells are editable.
  • OCX_Free Rent Period Spread. Available when IFRS-16 support is enabled. Attached to the Rent Free Period form to spread the quarter/semi annual/annual to months.