Allocation Rules Support for PBSMCS Views

A PBSMCS view can be created with an implicit expression or a derived column. If such a column is used as the Source or Driver column when the Source/Driver is a View, the allocation engine supports such rule creation and execution.

AMHM Filters and Expressions creation is supported on the primary table of a PBSMCS View. In Allocation UI, when Source/Driver uses a view, the Filters and Expressions dropdown list populates all the AMHM Filters and Expressions respectively, that are created on the primary table of that view.

There are certain mandatory columns added for a View to be used in an allocation rule. The Save action validates if all such mandatory columns are present in the view or not, and then saves the rule if all such mandatory columns are present in the view.

Enhances the usability of PBSM Views in allocation rules.

Steps to enable and configure

You don't need to do anything to enable this feature.

Tips and considerations

Regression Testing Recommended.

Key resources

https://docs.oracle.com/en/industries/financial-services/ofs-analytical-applications/profitability-balance-sheet-base/index.html