Choose a rule type
In Planning Business Modeler, a rule is an executable program element. Some Planning Business Modeler rules can be run directly by users, and other rules can only be run as part of a specific type of job. When a rule is run, it applies the actions that are written in the rule statement.
Each rule has a specific rule type and a specific rule set type. Rule type and rule set type are closely related. In general, rule set type determines the options that are available for a rule type. For information about what kinds of rules may belong to a particular rule set, see Choose a rule set type.
In addition to the attribute of type, rules have an implementation attribute. For more information, see About rule implementations.
The following topics provide links to more information about the types of rules that are supported in Planning Business Modeler.
In This Section
- Allocation rules
Distributes a cost or resource (the source) across a specified member set that is called the destination. Allocation rules include single-model allocation, PullCrossModelAllocation, and PushCrossModelAllocation.
- Assignment rules
Assigns values to cells in the cube space. An assignment rule performs the operations specified on the right side of the equal sign (=), and stores the result in the location specified on the left side of the equal (=) sign.
- Consolidation rules
Consolidates account data in a multi-company scenario. There are two kinds of consolidation processes: with shares calculation, and without shares calculation. Both kinds include currency conversion and elimination of intercompany transactions. Consolidation with shares calculation also includes calculating percent consolidation and minority ownership.
- Currency rules
Converts currency values from one exchange standard to another.
- Definition rules
Performs calculations and assignments that are part of model definition.
- Intercompany reconciliation rules
Balances transactions that occur between different partner entities in a parent company.
- Outbound rules
Delivers data to an external destination.
- Model Variable rules
Updates the value assigned to a model property.
Related Sections
- How do I write a business rule?
Provides a high-level, step-by-step guide for creating a business rule
- About system-defined rules for financial models
Describes the rules that Planning Business Modeler generates automatically when you create a model.
- Choose a rule set type
Describes the kinds of rule sets supported by Planning Business Modeler.
- Specify the implementation type
Describes the different ways you can implement a business rule in Planning Business Modeler.