1. Administering Profitability and Cost Management
  2. Working with Profitability and Cost Management Rules
  3. Express Editing for Rules with the Calculation Rules Screen
  4. Copying Rules to a Different Point of View (Rules Express Editing Page)

Copying Rules to a Different Point of View (Rules Express Editing Page)

This feature is useful if you need to include identical or similar rules in several POVs. You can copy the rule with a slightly different name and leave it unchanged or modify it. You can select multiple rules to copy at one time to the same existing POV.

To copy successfully, the rules and POVs must meet these requirements:

  • The selected POV must be valid and different from the POV selected on the Express Editing page.

  • If a rule uses a rule set context or global context and the rule has dimension members that conflict with context members in the target POV, the rule is not copied. An error displays in the Job log.

  • If a rule with the same name as the selected rule already exists in the target POV, you can select Overwrite to overwrite the old rule with the copy. Otherwise, the rule is copied with a prefix or suffix added to the name to make it unique.

Note:

This action cannot be undone. Oracle recommends that you use the Migration tools for backups if necessary.

To copy a rule to a new rule set:

  1. Display the Rules Express Editingpage of the Calculation Rules screen (About the Calculation Rules Screen).
  2. Search to find rules to modify (Searching For and Filtering Rules (Rules Express Editing Page).
  3. Check the box before the names of target rules to select them, or select all.
  4. Click Actions, and then Copy Rules to Point of View.
  5. Select a Year, Period, and Scenario for the POV to receive the copy or copies.
  6. Optional:Select Overwrite to overwrite rules with the same name with the copy. Leave unchecked to copy with a unique name.
  7. Optional:Enter a Job Comment to display in the Job log.
  8. When settings are complete, click Run.