1. User Guide
  2. Business Rules Administration
  3. Allocation Models
  4. Summary Screen
  5. Navigation within the Summary Screen
  6. Allocation Model Summary Table

3.9.1.1.1 Allocation Model Summary Table

This section presents a table containing all the Allocation models that meet your search criteria. The Allocation Model Summary Table displays the details of the already created Allocation Models.

Figure 3-37 Allocation Model Summary Table


The Allocation Model Summary Table displays the details of the already created Allocation Models.

The Allocation Model Summary Table displays the following details:

  • Name: Displays the Allocation model’s short name. Hovering over an allocation model name displays the Allocation model’s object_code.
  • Description: Displays the Allocation model’s long name.
  • Folder: Displays the folder in which the model has been created.
  • Created By: Displays the name of the user who created the allocation model.
  • Creation Date: Displays the date and time at which an Allocation model was created
  • Access Type: Displays the “Read/Write” or “Read Only” property of an Allocation model. Only the creator of a rule may change its Access Type.
  • Status: Before executing an Allocation Model for the first time, the Status is blank. After executing an Allocation Model, the appropriate status of the rule is displayed among Processing, Success or Failed.

    For a successful or a failed execution, the Log Viewer screen can be invoked by clicking on the status of a rule. The Log Viewer screen displays the logs/messages for the execution.

  • Action: Displays the list of actions that can be performed on the model.

The Action column on Allocation Model Summary Page offers the following actions that allow you to perform different functions. The following actions are available for the Allocation Model.

  • View: Click the View icon to view the contents of an Allocation model on a read-only basis as the user is launched into the Allocation Model Detail screen in view mode.
  • Edit: Click the Edit icon to modify a previously saved Allocation model as the user is launched into the Allocation Model Detail screen in edit mode.
  • Run: Click Run to execute the selected Allocation model. On click of Run, the Run Execution Parameters window opens up to show the process name being executed and take user input of run time parameters – the As of date and the legal Entity. The As-of-Date can be reset in the User Preferences for Profitability Management.
  • Save As: Click on this option to create a copy of an existing Allocation model. The Save As pop-up window allows you to enter the Name, Description, Folder, and Access Type Details for the copy model.
  • Delete: Click Delete to delete the models you have selected.

You may select or de-select all of the Allocation models in the summary table by clicking on the check box in the upper left-hand corner of the summary table directly to the left of the Name column header.