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Predefined templates for general business rules

Planning Business Modeler includes many predefined rule templates. You can customize these templates to create functional business rules to calculate important values, and to perform standard business tasks such as financial consolidation, budget seeding, and currency conversion.

In This Section

About predefined rule templates

Describes the elements of a predefined template.

Filling a placeholder in a rule template

Provides a step-by-step procedure for using the Fill Template Placeholders dialog box.

Selecting a predefined template

Describes how to select a rule template when you create a new rule.

Script to create dimension members for rule templates

Provides reference information about a script that Planning Server includes to create dimension members that are required by predefined templates.

Calculations for cumulative values

Describes templates for rules that calculate cumulative values such as quarter-to-date, month-to-date, and so on.

Variance calculations

Describes templates for rules that calculate account variances in a variety of ways.

General financial calculations

Describes templates for rules that calculate standard financial information such as present value, average daily balance, and so on.

Depreciation calculations

Describes templates for rules that calculate depreciation in a variety of ways.

Other calculation rules

Describes templates that you can use to perform other calculations.

Related Sections

Predefined templates for financial intelligence processes

Describes templates for rules that perform consolidation, currency conversion, and intercompany reconciliation.

In addition, provides information about related financial models, special dimension requirements, and measure groups for consolidation.

How do I customize a Currency rule template?

Provides a procedure for completing tasks that are prerequisite for running a Currency job, and for customizing a Currency rule template.

How do I customize an Intercompany Reconciliation template?

Provides a procedure for completing tasks that are prerequisite to run an Intercompany Reconciliation rule, and for customizing an Intercompany Reconciliation rule template.

How do I set up a model for shares calculation and consolidation?

Provides a checklist for tasks that are prerequisite for running shares calculation and consolidation. In addition, provides a procedure for setting up a financial model to support consolidation with shares.

Predefined templates for general business rules

Provides a procedure for setting up a financial model to support consolidation without shares.

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