Managing Rule Sets

You can add, edit, copy, delete, and reorder rule sets for allocation rules on the Rules tab on the Allocations setup page.

Because all allocation methods and rules are global, rule sets allow you to apply different sets of rules to your what-if models as needed. At least one rule set must exist for allocation rules.
  1. Navigate to the Setup > Allocations > Rules tab.
  2. Select Manage Rule Sets.
  3. Select a situation and follow the corresponding steps.
    Situation Steps
    Add a Rule Set
    1. Select "" Add.
    2. Enter a Name.
    3. Enter Notes, if applicable.
    Edit a Rule Set
    1. Select a rule set.

      You can edit the default rule set named Primary Rule Set if needed.

    2. Edit the Name and Notes as needed.
    Copy a Rule Set
    1. Select a rule set that you want to copy.
    2. Select "" Copy.
    3. Edit the Name and Notes as needed.
    Delete a Rule Set
    Note: You cannot delete the rule set that is selected on the Rules tab before opening the Manage Rule Sets page. This functionality ensures that you always have one rule set available that is required to process allocations.
    1. Select a rule set that you want to delete.
    2. Select "" Delete.
    3. Select Delete in the Delete Confirmation dialog box.
    Reorder a Rule Set
    1. Select a rule set that you want to reorder.
    2. Use the "" Move option to reorder the rule sets.
  4. Select Save.
Parent topic: Allocation Rules