3.8.1.1.2 Allocation Specification Summary Table

This section presents a table containing all of the Allocation Rules that meet your Search Criteria. The Allocation Specification Summary Table displays the details of the already created Allocation Rules.

The Allocation Specification Summary Table displays the following details:

• Name: Displays the Allocation Rule's Short Name. Hovering over an Allocation Name displays the Allocation Rule's Object_ID and the Object_Code.
• Allocation Type: Displays an Allocation Rule's Type. The following Rule types are supported:
  • Constant
  • Static Driver
  • Leaf
  • Field
  • Dynamic Driver
  • Static Driver Table
  • Lookup Driver Table
• Description: Displays the Allocation Rule's Long Name.
• Folder: Displays the Folder in which the Rule is created.
• Created By: Displays the name of the User who created an Allocation Rule.
• Creation Date: Displays the Date and Time at which an Allocation Rule was created.
• Access Type: Displays the “Read/Write” or “Read Only” property of an Allocation Rule. The creator of a Rule only may change its Access Type.
• Status: Before executing an Allocation Rule for the first time, the Status is blank. After executing an Allocation Rule, the appropriate status of the Rule is displayed among Ongoing, 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 Rule.

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

• View: Click the View icon to view the contents of an Allocation Specification Rule on a Read-Only basis as the user is launched into the Allocation Specification Detail Screen in View Mode.
• Edit: Click the Edit icon to modify a previously saved Allocation Specification Rule as the User is launched into the Allocation Specification Detail Screen in Edit Mode.
• Run: Click Run to execute the selected Allocation Specification Rule. 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 Specification rule. The Save As pop-up window allows you to enter the Name, Description, Folder, and Access Type Details for the copy rule.
• Delete: Click Delete to delete the rules you have selected.
• Check Dependencies: This action button is to check for any dependency of the selected object with other objects in the application. On click of this action, the Dependent Information window is displayed with the Object Name, Object Type, Object Subtype and the Version of the dependent objects. The ‘Higher Order Dependency’ states if the selected object has an upstream objects dependency and is to be treated as the actual dependency of the selected object. While, the ‘Lower Order Dependency’ displays the downstream objects dependency of the selected object. If an object has a Higher Order Dependency then the object cannot be deleted without removing the dependency first.

You may select or de-select all of the Allocation Rules 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.