User-defined business rules
This is useful for special consolidation requirements, for example to handle structural changes in a company structure during the year.
The rules you set up can be added before or after any of the existing pre-defined parts of the consolidation process.
- U-n: UDBR
- CT: Currency translation
- AL: Allocations
- IC: Intercompany elimination
- IP: Intercompany profit
- ACQ: Acquisition calculations
- CNS: Consolidation
- AFC: Advanced formula calculations
UDBR jobs can be executed as part of a consolidation with status or independently in a consolidation by steps. They can be used in both legal and management consolidation.
For detailed descriptions on how to use User-defined business rules for structural changes during the year, go to the IBM developerWorks® web site, http://www.ibm.com/developerworks/analytics/practices.html.
The user-defined business rules process
To create and run User-defined business rules, follow the steps below:
- Create an automatic journal and define a control table, only if the result must be booked in an automatic journal. For more information, see Create Automatic Journals Manually.
- Create and validate a UDBR script (Maintain > Business Rules). For more information, see Creating business rules.
- Define a UDBR job (Maintain > Jobs > Define), where you specify which UDBR calculations should be included and in which order and for which companies. The company selection is made with company subsets (Maintain > Subset Define). For more information, see Define jobs and Define subsets.
- Map your UDBR jobs to consolidation types and decide where in the consolidation the calculations should take place. For more information, see Define mapping tables for jobs.
- Run your UDBR jobs (Group > Consolidate With Status or Group > Consolidate by Steps). For more information, see Consolidating Values with Status and Consolidate User-defined business rules.
You can analyze UDBR script changes by clicking Maintain > System Audit Log > Administration and Maintain > System Audit Log > Overview. For more information, see Analyzing Metadata with the System Audit Log Report.