Financials Rules for Budget Revisions

Financials includes rules to calculate and push data for budget revisions.

For information on other rules in Financials, see Financials Rules.

Set security for rules and groovy templates to give users access to the rules they need.

1. From the Home page, click Rules, then Filter, and then select a cube and artifact type.
2. Next to the rule or template, click Permission and then click Assign Permission.
3. In Assign Permission, click Permissions, and then assign permissions.

   See Administering Rules Security for more information.

Table 5-4 Financials Rules for Budget Revisions

Rule	Description
Prepare for Revisions	After planning and forecasting is complete and the budget is pushed to Budgetary Control, run this rule to copy data from the original budget to an adopted budget in EPM Planning Financials. Run this rule only once before beginning revisions for the current year. This rule copies data from the original budget using the scenario and version you select, typically Plan scenario (OEP_Plan) and Working version OEP_Working) to Adopted Budget scenario (OEP_Adopted Budget) and to Original version (OEP_Original) and Working version (OEP_Working) for the periods and years you select. Running this rule also enables drill through from EPM Planning Financials to a control budget in Budgetary Control.
Create and Populate Revision	After running Prepare for Revisions, creates a revision header and optionally populates it with a percentage of the current approved amount.
Share Revision	Shares the revision with other planners to contribute to the revision cycle.
Funds Check	Makes a call to Budgetary Control to check funds and validate that the budget revision meets the controls set in Budgetary Control.
Funds Reserve	Once the budget revision is ready, the funds check is successful, and optionally the budget revision is approved if you are using the approval process, reserve funds in the Budgetary Control control budget associated with the revision. The budget revision is pushed to Budgetary Control, invoking the funds reservation process in Budgetary Control, reserving funds for any updated cell values. Also clears the revision.
Clear Revision	Manually clears a revision if you decide not to proceed with funds reservation.
Get Funds Results	When you run the Funds Check rule, if there are a large number of cells being checked and you don't see results right away, run Get Funds Results to check when the batch job is complete and then review results.