Defining Global Contexts for Rules

Setting a global context enables you to define default definitions for dimensions that will be used in all rule definitions for the selected POV.


Define a global context before defining rule sets for the selected POV.

To define a global context for one POV of a Profitability and Cost Management application:

  1. On the Home page, click Navigator button, and then select Rules (About the Manage Rules Screen).
  2. In the Manage Rules screen, enter the year and period for a valid POV, and then click Refresh , Refresh button.
  3. Click Edit, Edit button, in the Global Context area to display the Global Context Definition area.

    Figure 8-2 Defining a Global Context

    You can select a POV and define a global context in the upper part of the Manage Rules content area.
  4. Optional: In the Global Context Definition box, enter a description of the global context default.
  5. The Dimensions area displays all dimensions for the selected application that are not required system dimensions. Select one to apply to all rules as a default and then click Add Member button or select Actions, and then select Add Member in the Member Selection area.
  6. Select one member to include in the global context default for that POV, and then click OK.
  7. Optional: Repeat steps 5 and 6 for other dimensions.
  8. When the global context definition is complete, click Save button (Save).

Now, all selected dimension-member combinations will be applied to new rules created for the selected POV.

Figure 8-2 shows a global context definition that applies the NoDriver member to the Drivers dimension for all rules created for that POV. The global context was defined before any rule sets and rules were created.

The next step is to define and manage rule sets (Working with Rule Sets).