1. User Guide
  2. Business Rules Administration
  3. Common Rules
  4. Preferences
  5. User Preferences

5.2.1.2 User Preferences

User Preferences Parameters are used to configure the User Settings.

To update the User Preferences, perform the following steps:
  1. From the LHS Menu, navigate to Maintenance and select Preferences.
  2. Click the User tab and enter following values in as described in following table.

    Table 5-6 User Preference settings for PFT Application

    Parameter Description
    Parameters - General
    As of Date All processes reference this date at Runtime to determine the data to include in the process. The As-of-Date value you set in Application Preferences applies to interactive job execution (that is, when you choose to execute a rule directly from a Summary Window). For Batch Processing, the As-of-Date is derived from the Information Date. The As-of-Date is also referenced by some assumptions UI’s to display relevant information therein.
    Show Execution Parameters If this option is selected, a pop-up window is displayed whenever you execute a process interactively from a Summary Screen. Within this pop-up window, you may confirm or modify your Run Execution Parameters (As-of-Date and Legal Entity).
    Legal Entity

    Similar to As-of-Date, all processes reference Legal Entity at Runtime to determine the data to include in the process. The value of the Legal Entity you set in Application Preferences applies to interactive job execution (that is, when you choose to execute a process directly from a Summary Window) and Batch Processing.

    NOTE: Legal Entity is designed to support implementations that require multi-entity or multi-tenant functionality. If your implementation does not require this functionality, you may utilize the Default Legal Entity in all your processes.

    Default implies -1 code.

    The Default Value for the Legal Entity Dimension Column in the instrument data is -1.
    Processing – Application Specific Parameters
    Enable UNDO for Selected Allocations Set this value to Yes to enable UNDO functionality for individual allocation rules. For details, see Allocation Execution History.
    Enable Mass UNDO Set this value to Yes to enable Mass UNDO functionality. For details, see Allocation Execution History.
    Enable UNDO for Selected Batches Set this value to Yes to enable UNDO for selected batches. For details, see Allocation Execution History.
    Enable UNDO for Selected Allocation Models Set this value to Yes to enable UNDO for selected allocation models. For details, see Allocation Execution History.
    Enable UNDO for Ledger Load Set this value to Yes to enable UNDO for selected ledger loads. For details, see Ledger Load History.
    Scenario Values

    The Application Preference setting for the Scenario Dimension allows you to run the same rules for different scenarios, such as Actuals, Budget, and so on. These values are inherited by rules that specify Use Application Preferences in their Sources, Drivers, or Outputs. For more details, see the Allocation Specification chapter.

    • Scenario for Source: When an Allocation Rule's Source is configured as Use Application Preferences in the Allocation Source Section, the value used by the rule in its Source is the one specified in Application Preferences.
    • Scenario for Driver: When an Allocation Rule's Driver is configured as Use Application Preferences in the Allocation Source Section, the value used by the Allocation Rule in its Driver is the one specified in Application Preferences.
    • Scenario for Output: When an Allocation Rule's Output (applicable to both Debit and/or Credit) is configured as Use Application Preferences in the Dimension Section, the value used by the Allocation Rule is the one specified in Application Preferences.
    Assumption Management Defaults
    Folder Name This parameter allows you to define the default folder selection. The folder selection for all rule types is defaulted to this selection within the Summary Page search window and when creating a new rule. This selection acts as the Starting Value for convenience only and users can change to any other available value at their discretion.
    Access Type This parameter allows you to set the default access type. Selections include Read / Write and Read Only. This selection acts as the Starting Value for convenience only and users can change at their discretion.
  3. Click Save to confirm the changes.

    Or

    Click Restore to Default to reset the Custom Configuration.