Creating valid value pairs using summary rules

  1. Select Finance Enterprise Group > Maintenance.
  2. Open a finance enterprise group and select the Structure Relation tab.
  3. Open the new structure relation.
  4. Click the Relation Rules tab.
  5. Click Create.
  6. Specify a Description.
  7. Specify this information:
    Dynamic Create
    Select this check box to create valid value pairs when a dimension value is added. For example, a new posting accounting unit or posting account that is within the structure relation rule for the From or To summary value.

    We recommend that you verify that this check box on structure relations is cleared when large volumes of data are imported into the dimensions.

    Create Blank To Value For Each Valid From Value
    Select this check box if the From dimension can be specified without a value in the Relates To dimension.
    Default To Value
    Specify the value to be the default. If the default value for any component of the finance structure is blank during transaction creation, they will be updated with the default value specified.
  8. On the By Value tab, specify this information:
    From
    Select the From summary value for the relation rule.
    Relates To
    Select the To summary value for the relation rule.
    Any To Value Allowed
    Select this check box if the From value is valid for all To values.
    Allow Blank To Value
    If the Any To Value Allowed check box is selected, select this check box to allow blank To values.
  9. Click Save.

    Repeat the process until all relation rules are created.

  10. Close the form to return to Relation Rules.
  11. To generate validation pairs for one rule at a time, select a rule and select Actions > Generate Validation Pairs on the Relation Rules tab.

    To generate validation pairs for all of the relation rules, select Actions > Generate Validation Pairs Using Rules on the form.

  12. Click Next.
  13. Click Finish.

    When the job is complete, click the Details tab to view the valid value pairs that were generated.