1. 12
Copyright © 2008, Oracle. All rights reserved.
Managing Rules With Calculation Manger

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Objectives
After completing this lesson, you should be able to:
• Describe Financial Management rules
• Describe Calculation Manager
• Create rules
• Create rules sets
• Validate rules
• Deploy rules
• Import and export Calculation Manager objects

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Financial Management Rules
Financial Management rules provide powerful, customized
calculations:
• Calculate data that cannot be calculated through a
hierarchical aggregation, such as ratios or variance
analyses
• Perform complex currency conversions and calculate
exchange rate differences
• Prevent data entry for specific combinations of members
• Perform custom consolidations for statutory reporting
requirements

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Calculation Manager Overview
Design Validate Deploy

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Rule Types and Rule Sets
The Calculate rules run
when you select Calculate
in a data grid or data form.

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Rules
Condition component
Loop component
Formula component
(The formula and range components are located within the scope
of the Condition component.)
Scope of the Condition component

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Formula Components
SourceDestination
Condition
Functions

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Creating Rules
Use the Property pane tabs to configure the selected component.
Drag components from the Rule Palette to the flow chart.

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Creating Rule Sets

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Validating Rules
Rules
Formula components
Script components
Rule sets

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Deploying Rules
Rule sets
currently deployed
Rule sets selected for deployment

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Summary
In this lesson, you should have learned to:
• Describe Financial Management rules
• Describe Calculation Manager
• Create rules
• Create rules sets
• Validate rules
• Deploy rules
• Import and export Calculation Manager objects