Defining a formula inheritance rule

  1. Open the Inheritance Rules popup.
    Click the popup button to the right of the Inheritance Rule field in the Planning Condition dialog box when you create a planning condition.
  2. Click Add above the grid.
  3. Type a name for the new inheritance rule in the Title field.
  4. Ensure that Formula is displayed in the Rule Type list.
  5. In the Planning, Project, or Building Permits field, specify the formula for calculating the inheritance rule.
    Select the field corresponding to the product family you want to use. The product family determines the formulas that are available to you, and the business object you'll use in any formulas that you write.
  6. Click Save.
    Infor Public Sector saves the inheritance rule and shows it in the Inheritance Rules popup. You can now use it for any planning condition you create. Note that when you edit an inheritance rule, Infor Public Sector updates the rule in the Planning Condition Library and in every application that uses it.