3 Business Rules Administration

This chapter covers the following topics.

  1. Currencies: Currency module supports the definitions and maintenance of currencies.
  2. Dimension Management: Dimension Management facilitates you to categorize data into a single object as a Member; define levels and aggregate data to form the Hierarchies, and distinguish each member by defining the required Attributes.
    • Members: Dimension Members refer to the individual items that constitute a dimension when data is categorized into a single object such as Product, Organization, Time, and so on.
    • Attributes: Attributes refers to the distinguished properties or qualifiers that describes a Dimension Member.
    • Hierarchies: Hierarchies refer to Dimension Members that are arranged in levels, with each level representing the aggregated total of the data from the level below. One dimension type can have multiple hierarchies associated with it.
  3. Currency Rates: Currency Rates module uses the currencies defined and activated in the Currency module to support the creation and maintenance of Historical Exchange Rates.
  4. Preferences: This section covers the procedures to set the Global Preference Settings and User Preference Settings.
  5. Filters: Filters allow you to select data using the defined expressions.
  6. Expressions: An Expression is a user-defined tool that supplements other IDs and enables to manipulate data flexibly.
  7. Management Ledger Configuration: This section covers the procedure to define the Functional Currency and the Fiscal Year Start Month for each registered Management Ledger Table.
  8. Allocation Specification: This topic covers the Allocation Specification feature of Profitability Management Cloud Service.
  9. Allocation Models: An Allocation Model consists of a list of individual allocation rules that can be executed as a single unit.
  10. Execution History: The Execution History screen displays the historical executions of Allocation Rules/Models and Management Ledger loads.
  11. Static Table Driver: Static Table Drivers are declared as drivers in the Driver process tab for allocation rules of the type Static Driver Table.
  12. Lookup Table: Lookup Tables are user-defined database tables that are created to hold user data to match Instrument level measures or attributes and thereby deduce a return factor.
  13. Lookup Table Driver: Lookup Table Driver rules are used in conjunction with Allocation rules (of the Lookup Driver Table type) to match Instrument level data with data from user-defined lookup tables.