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Rule Considerations:

1. Rules are executed when users perform calculations, translations, consolidations,and allocations. Calculation rules execute one time for each Entity/Value dimensionintersection to which the calculation or consolidation applies. See CalculationRules with Calculation Commands on page 208.

2. The dimension members to which Financial Management applies calculationsdepend on the data grid cell where the users cursor is placed and the members

specified in the Point of View bar. See Current Dimension Members on page 212.3. When a function puts data into a currency-related Value member, Financial

Management might delete the current value in the Value member. See FunctionsAutomatically Clear Data on page 214.Rule considerations 207

4. Rules execute in sequential order within a routine and there is a set order in whichroutines run before other routines. See Rule Execution During Consolidation(pg215)

Rule Execution during Consolidation:

During the consolidation process, rules are executed in a pre-defined sequence. For eachbase child of a given parent, the calculation sequence for the various elements in theValue dimension takes place in this order:1. Accounts defined as IsCalculated in the metadata are cleared in EntityCurrency.2. Accounts defined as IsCalculated in the metadata are cleared in EntityCurrAdjs.3. The Sub Calculate() routine is executed on EntityCurrency.4. The Sub Calculate() routine is executed on EntityCurrAdjs.5. The ParentCurrency data is cleared.6. Default translation is applied to all accounts defined as Revenue, Expense, Asset, andLiability for the total amount of EntityCurrency and EntityCurrAdjs. For accounts withattribute Flow or Balance, the total amount of EntityCurrency and EntityCurrAdjs is rolledup into Parent Currency.7. The Sub Translate() routine is executed.8. The Sub Calculate() routine is executed on ParentCurrency.9. Accounts defined as IsCalculated in the metadata are cleared in ParentCurrAdjs.10. The Sub Calculate() routine is executed on ParentCurrAdjs.11. Accounts defined as IsCalculated in the metadata are cleared in ParentAdjs12. The Sub Calculate() routine is executed on ParentAdjs.13. Proportion and Elimination data are cleared.14. Default consolidation and eliminations are performed for the total amount of ParentandParentAdjs.15. The Sub Calculate() routine is executed on Proportion and Elimination.16. Accounts defined as IsCalculated in the metadata are cleared in ContributionAdjs.17. The Sub Calculate() routine is executed on ContributionAdjs.

After the previous steps have been repeated for each base child, this sequence takesplace for the parent entity:1. The EntityCurrency data is cleared.2. The sum of the total of Proportion, Elimination, and ContributionAdjs for every child iswritten into EntityCurrency of the parent entity.3. The Sub Calculate() routine is executed on EntityCurrency.4. Accounts defined as IsCalculated in the metadata are cleared in EntityCurrAdjs.

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5. The Sub Calculate() routine is executed on EntityCurrAdjs.Note:If a parent is further consolidated into another parent, this sequence continueswith step 5 from the child consolidation sequence.

Conditional RulesYou may want a rule to execute an action only when certain dimension members are thecurrent members in the Point of View. For example, you might want an accounts valueto be calculated in one way when Actual is the current scenario and a different way whenBudget is the current scenario.Tip:For information on how Financial Management determines the current dimension

members, see Current Dimension Members

To do this, use the Member function in a VBScript If structure. Member gets the name ofthe current member of these dimensions:

Entity (Use the Entity object to get the current entity or the Parent object to getthe parent of the current entity)

Period

Scenario

Value

Year

If structures enable you to execute statements only if certain conditions are true. Thefollowing sections show a few different ways of using Member with If structures to testfor dimension members.