UI policies installed with Financial Management

Financial Management adds the following UI policies.

Name Table Description
Do not show allocatio ntype if bucket has no parent bucket Bucket [itfm_bucket] Hides the allocation type.
For Filtered Allocation view assign values and show corresponding fields Bucket [itfm_bucket] Shows the correct view and form fields on the Bucket form.
For Scripted Allocation view assign values and show corresponding fields Bucket [itfm_bucket] Shows the correct view and form fields on the Bucket form.
Hide script field when type is not Scripted Rollup Cost Allocation Rollup [itfm_rollup] Hides the Script field when the rollup is not of type script.
Hide weight reference and aggregate fields Cost Allocation Metric [itfm_cost_allocation_metric] Hides the reference and aggregate fields when the metric is not weighted.
Hide script field when type is not Scripted Rollup Cost Allocation Rollup [itfm_rollup] Hides the Script field for rollups that do not use scripts.
Hide weight reference and aggregate fields Cost Allocation Metric [itfm_cost_allocation_metric] Hides the weight and aggregate fields.
Show aggregate field Cost Allocation Metric [itfm_cost_allocation_metric] Displays the aggregate field options when the user selects any aggregate other than Count.
Show allocate to account and allocate to segment only when all in Bucket [itfm_bucket] Displays the accounts and segments to which there are allocated amounts.
Show allocate to segment when allocation type is shown Bucket [itfm_bucket] Displays the allocate to segment option when displaying the allocation type.
Show Allocation condition table and allocation condition when using filtered method Bucket [itfm_bucket] Displays the condition table when using conditional allocations.
Show fields for cycle properties Cost Allocation Metric [itfm_cost_allocation_metric] Shows additional fields when the Enforce relationship option is selected.
Show fields for direct reference "from" relationships Cost Allocation Metric [itfm_cost_allocation_metric] Displays the fields on the weighted metric form to configure allocations from records in a selected table.
Show fields for direct reference "to" relationships Cost Allocation Metric [itfm_cost_allocation_metric] Displays the fields on the weighted metric form to configure allocations to records in a selected table.
Show fields for intermediate table relationship Cost Allocation Metric [itfm_cost_allocation_metric] Displays the fields on the weighted metric form to configure allocations based on an intermediate table.
Show parent segment Segment Relationship [itfm_itcoa_hierarchy] Hides the Parent segment field when the segment is the root in the hierarchy.
Show script window when bucket allocation type is set to "Scripted" Bucket [itfm_bucket] Displays the Script field for scripted allocations.
Show weighted fields Cost Allocation Metric [itfm_cost_allocation_metric] Shows fields that are specific to the weighted metric if the metric type is Weighted.
The Data Mart application adds the following UI policies.
Table 1. UI policies for the data mart
Name Table Description
Hide fact fields Dimension Table Definition [dm_dimension_table_def] Hides the fact fields, which are not used by the Financial Management application.
Hide field type Dimension Table Definition [dm_dimension_table_def] Hides the type of field when the Table field has a value.
Hide table and merge fields for system generated dimensions Dimension Table Definition [dm_dimension_table_def] Hides the Table field and Merge dimensions option for dimensions that the system generates automatically.
Show dimension table name when Merge dimensions is selected Dimension Table Definition [dm_dimension_table_def] Shows the Dimension table field when the user selects the Merge dimensions option.