6.3.1.1.1 Navigation in Summary Screen

When you navigate to the Allocation Rules summary screen for the first time, the Allocations stored within your current default folder are presented in a summary table.

The title bar of the summary screen displays several actions for the user. They are:

  • Add: Click Add to build a new Allocation Rule. The Add icon is disabled if any rows in the table are selected.
  • Actions: This lists three buttons:
    • Search: Click Search to initiate the search action based on the search filters applied.
    • Reset: Click Reset to reset the search filters applied.
    • Help: Click Help to view the Allocation Rules Help Page.
There is a grid bar at the top of the summary grid that displays three buttons on the left and two buttons on the right. They are, starting from the left to the right:
  • Delete: Select one or more rules in the table and then click Delete at the top left of the Summary Page to delete more than one rule at the same time.
  • Pin: Click Pin to pin or set to favorite any object. Users can set selected objects as favorites and these pinned objects always appear at the top in summary screens.
  • Unpin: Click Unpin to unpin or release any object from the favorites list.
  • Export: Click Export to download the displayed information in the Summary table in .xls format.
  • Columns: This is a Column Selector button to choose and select the columns that we want to display on the Summary screen.

The Allocation Specification summary can be divided under two sections – the Search section and the summary table.

Search

There are two search options provided to search the Allocation Specifications on the summary screen.

To search the Allocation Rules, perform the following steps:

  1. Click the Search icon on the Search pane to display the Criteria window.
  2. Enter the Allocation Rule Name, Description, Folder, or the Allocation Type and click Search to display the Allocation Rules that match the criteria.
  3. Click Cancel to remove the filter criteria on the Search window and refresh the window.
  4. Click Search after entering the search criteria. The screen displays the search results that meet the search criteria in a table containing all the Allocation Rules.

Allocation Rules Summary Table

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

The Allocation Rules 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
  • Folder: Displays the Folder in which the Rule is created.
  • Tags: Displays the tags associated with the rule.
  • 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.
  • Last Modified By: Displays the name of the User who has done the latest modification in the rule.
  • Last Modified Date: Displays the Date and Time of the latest modification of the rule.
  • Last Executed By: Displays the name of the User who has done the latest execution of the rule.
  • Last Executed Date: Displays the Date and Time of the latest execution of the rule.
  • 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 Rules 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 Rules Rule on a Read-Only basis as the user is launched into the Allocation Rules Detail Screen in View Mode.
  • Edit: Click the Edit icon to modify a previously saved Allocation Rules Rule as the User is launched into the Allocation Rules Detail Screen in Edit Mode.
  • Run: Click Run to execute the selected Allocation Rules Rule. On click of Run, the Run Execution Parameters Window opens 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 Rules 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 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.