Working with Ratios

You can view, copy, modify, and move ratios on the Ratios setup page. You can also delete custom ratios.

1. Select Setup > Ratios from the menu.
2. Select a situation and follow the corresponding steps.

   Situation	Steps
   Viewing a Ratio	Select Expand All to see the individual ratios that belong to the selected category. Select a ratio in the list to view the formula used to calculate it.
   Copying a Ratio	Select the ratio that you want to copy from the list. Select Copy to duplicate the ratio's formula into a new ratio. The new ratio is added to the list immediately below the source ratio. For example, to modify the Capital to Asset ratio's formula to use average balances instead of month-end balances, create a copy of the predefined ratio, and then change the new custom ratio's formula.
   Modifying a Predefined Ratio	Select the predefined ratio that you want to modify from the list. Change the following fields as needed: Decimal Places Policy Limits
   Modifying a Custom Ratio	Select the custom ratio that you want to modify from the list. Change the following fields as needed: Ratio Name Belongs To Decimal Places Policy Limits Formula Category
   Moving a Ratio	Select the ratio that you want to move from the list. Use Move to reorder the ratio where you want it in the list. The order of the ratios in the lists controls how the ratios appear when they are selected in the rest of the application.
   Deleting a Ratio	Select the custom ratio that you want to delete from the list. Select Delete. Select Delete on the confirmation dialog box. If the custom ratio that you are trying to delete is used somewhere else in the application, then a message informs you that the ratio cannot be deleted until references to it are removed. You cannot delete predefined ratios.

3. Select Save.