Adding Combination Rules

Before you begin:

  • Close the period. This includes any outstanding allocations, currency revaluations and year end processes. If not you may encounter errors if the source data selected by these processes does not comply with the combination rules you create. Alternatively, if you do not want to close the period you can identify the transactions and amend their dimension selections to ensure that they match the new combination rules.
  • In Currency Revaluations consider the GLAs assigned in the Unrealized Gains/Losses GLA field. Any combination rules you create may impact the GLA selected.
  • In Allocations consider the GLAs assigned at the "Distribute" stage. It is important to check if the GLAs assigned at this stage impact any of the combination rules. Amend if necessary.

When you save a combination rule many variants of the same rule are created. You do not need to add each and every variant individually. For more information, see Examples of Combination Rules.

  1. On the Combination Rules Setup tab click New.
  2. In the Name field, add a name for the combination rule.
  3. In the Status field, select an option.
  4. [Optional] To add more rules click Save & New.
  5. Click Save.
  6. In the Combination Rules Definition section, in the Companies field add the companies this rule applies to.
  7. In the GLAs field, add the GLAs this rule applies to.
  8. In the Effective Date From field, select the date from which this rule applies. The default is today's date.
  9. [Optional] If an effective date to value is required, select a date until which this rule applies.
    Note: If you do not enter a date, the rule applies indefinitely.
  10. For Mandatory Dimensions, select the dimensions this rule applies to.
    Note: Users can only enter values for dimensions selected here. If a dimension is not selected, users cannot enter any value for that dimension.
  11. Click Save.
  12. In the Dimension Combinations section, click Add.
  13. Select dimensions for all dimensions you marked as mandatory in step 10.
  14. Click Save.
  15. [Optional] To activate the rule, click Activate. The default status is "Inactive".
  16. [Optional] To deactivate the rule, click Deactivate.
Notes:
  • When a combination rule is activated or deactivated a confirmation email is sent.
  • When you try to deactivate a combination rule setup with more than 97, 000 lines, first the line items are deleted and then the record is deactivated 24 hours later. During this time, the combination rule setup remains in the processing status and is locked. You receive a confirmation email after 24 hours.