1. Administering Profitability and Cost Management
  2. Working with Profitability and Cost Management Rules
  3. Creating and Managing Rules with the Manage Rules Screen
  4. Working with Rule Sets
  5. Defining and Managing Rule Set Contexts

Defining and Managing Rule Set Contexts

You can define a rule set context to specify default dimensions and members for use in all rules included in the selected rule set for the selected POV.

To define a rule set for one POV of an application:

  1. On the Home page, display the Rules screen (Figure 8-2), enter the year and period for a valid POV, and then click Refresh button (Refresh).

  2. In the Rule Sets area, select a rule set and then click the Context tab (Figure 8-4).

    Figure 8-4 Rule Set Context Definition Area


    Select dimensions and members for rule set defaults as described in the following steps.

  3. On the Context tab (Figure 8-4), select a dimension that applies to all rules in that rule set.

    Note:

    POV dimensions and any dimensions defined in the global context are not available for selection.

  4. In the Member Selection area, click Add Member button or select Actions, and then select Add Member (Figure 8-5).

    Figure 8-5 Select Dimension Members Dialog Box


    Use this dialog box to drill down and select members to assign to all rules in the rule set.

  5. In the Select Dimension Members dialog box, click the symbol in front of listed members to open them to their lowest level.

  6. Select members to apply to all rules and use the shuttle control arrows to move them into the selected list on the right side of the Select Dimension Members dialog box.

  7. When the rule set context definition is complete, click OK and then click Save button (Save).

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

Figure 8-6 shows that the Customer dimensions has been enabled as rule set context for the Product Sustaining Activity Charge Out rule set, sequence number 5.

Figure 8-6 An Example Rule Set Context Defined for the Product Sustaining Activity Charge Out Rule Set


Several dimensions are included in the rule set context for the Product Sustaining Activity Charge Out rule set, as described previously.

Managing Rule Set Contexts

You can add members to and delete them from dimensions already added to a rule set context.

To add members to a rule set context:

  1. Open the Rules content area for a selected POV.

  2. Select a rule set and display its Context tab.

  3. Follow steps 4 through 7 in the previous instructions for adding a member (Defining and Managing Rule Set Contexts).

To delete members from a rule set context:

  1. Select a rule set and open its Context tab.

  2. Select a dimension and member, and then click Delete button. or select Actions and then select Delete Member.

    The member is deleted without confirmation.

  3. Click Save button (Save).