Business rules installed with Financial Management

Financial Management adds the following business rules.

Name Table Description
Access should be Limited to set key Account Code Owner [itfm_budget_key_owner] Limits access to account codes.
Add edge to budget model Segment Relationship [itfm_itcoa_hierarchy]
Add edge to cost model Segment Relationship [itfm_itcoa_hierarchy]
Avoid repeated user/key combination Account Code Owner [itfm_budget_key_owner] Prevents the user / account code combination from being reused.
Block deleting segments in budget model Segment Relationship [itfm_itcoa_hierarchy]
Block record deletion Budget Reference Rates [itfm_fx_rate] Prevents deletion of records in the itfm_fx_rate table.
Block updating segments Segment Relationship [itfm_itcoa_hierarchy]
Budget key validation Budget Plan [itfm_budget_plan] Validates the budget key.
Budget Override Categories Naming rule Budget Override Categories [itfm_budget_override_categories] Generates name for budget override categories.
budget plan cannot be its own parent plan Budget Plan [itfm_budget_plan] Prevents circular ownership of budget plans.
Cache weight map on insertion Cost Allocation Metric [itfm_cost_allocation_metric] Creates a weight map when a metric is created.
cascade delete all budget_plan sub_plans Budget Plan [itfm_budget_plan] Deletes sub plans.
Cascade delete budget items Budget Plan [itfm_budget_plan] Deletes budget items.
Cascade delete conditions on a bucket Bucket [itfm_bucket] Verifies if a bucket is used for an allocation line.
Cascade expense type change to all plans General Ledger Accounts [itfm_gl_accounts]
Changing access to Full clears key Account Code Owner [itfm_budget_key_owner] Verifies that a no two cost allocation rules have the same value in the Order field.
Check currency before insertion Budget Plan [itfm_budget_plan] Verifies that a sub-plan's currency is the same as the parent plan.
Child should be excluded if parent is Bucket [itfm_bucket] Excludes a sub-bucket from the cost model if the parent bucket is excluded.
Compute breakdowns Budget Item [itfm_budget_item]
Create and update new budget key Budget Key [itfm_budget_key]
Create budget key segment Dimension Table Definition [dm_dimension_table_def]
create itcoa def table ITCOA Definition [itfm_itcoa_definition] Creates definitions for the IT chart of accounts.
Create ITCoa Definition For Dual Model Financial Model [itfm_cost_model]
delete all budget_forecast dependants Budget Forecast [itfm_budget_forecast]
Delete all budget_forecast dependants Budget Forecast [itfm_budget_forecast] Deletes dependents of budget forecasts when the forecast is deleted.
delete all budget_item dependants Budget Item [itfm_budget_item] Deletes dependents of budget items.
delete all budget_plan dependants Not used.
Delete cleansed row on delete of staged data General Ledger Staged Data [itfm_gl_data_staged] Deletes records in the General Ledger Cleansed Data table when the corresponding record is deleted in the General Ledger Staged Data table.
Delete cleansed row on update of staged data General Ledger Staged Data [itfm_gl_data_staged] Deletes records in the General Ledger Cleansed Data table when the corresponding record is updated in the General Ledger Staged Data table.
Delete corresponding currency instances Cost Allocation [itfm_cost_allocation]
Delete Dimension in Workbench Dimension Table Definition [dm_dimension_table_def]
delete itcoa def table ITCOA Definition [itfm_itcoa_definition]
delete itfm_cost_model table Cost Model [itfm_cost_model]
Delete Target on Existing Plans Forecast Budget Targets [itfm_budget_target]
Do not allow duplicate names Financial Model [itfm_cost_model]
Don't allow delete if use in budget plan Account Code [itfm_budget_key]
Don't delete if use in budget forecast Account Code [itfm_budget_key]
Don't allow duplicate user Budget Owner [itfm_budget_owner]
Don't allow empty parent segments Account Code [itfm_budget_key]
Enforce Unique Budget Key Fiscal Period Budget Targets [itfm_budget_target]
Fill Budget Columns With Key Budget [itfm_budget]
Forbid adding conds of the same priority ITFM Grooming Condition [itfm_grooming_condition] Prevents grooming conditions from having the same priority.
grooming_priority_auto_populate ITFM Grooming Condition [itfm_grooming_condition] Increments the priority of grooming conditions by 10.
If access is limited, it must have key Account Code Owner [itfm_budget_key_owner]
ITFM Asset Update
ITFM Bucket Naming Rule Bucket [itfm_bucket] Verifies that bucket contains a valid name.
ITFM Budget Item Breakdown Budget Item Breakdown [itfm_bi_breakdown]
ITFM Budget Plan Asset Budget Asset Depreciation [itfm_bi_asset]
ITFM Budget Plan Contract Budget Contract [itfm_bi_contract]
ITFM Contract Update Contract [ast_contract]
itfm_prevent_empty_advanced_condition ITFM Grooming Condition [itfm_grooming_condition] Verifies that advanced bucket conditions have valid values.
On Insert or Update check script syntax Cost Allocation Rollup [itfm_rollup]
On Insert or Update check script syntax Cost Allocation Rollup Override [itfm_rollup_override]
Only remove leaf segments of cost model Segment Relationship [itfm_itcoa_hierarchy]
Plan owner and budget key are compatible Budget Plan [itfm_budget_plan]
prevent breakdown delete if budget_item Budget Item Breakdown [itfm_bi_breakdown]
prevent breakdown delete if forecast Budget Forecast Breakdown [itfm_bf_breakdown]
Prevent Duplicate Account General Ledger Accounts [itfm_gl_accounts]
Prevent duplicate current record Budget Forecast [itfm_budget_forecast]
Prevent duplicating names Budget Plan [itfm_budget_plan]
Prevent from Reassigning Final Segments Cost Allocation Segment Map [itfm_ca_segment_map]
Prevent having parent and children Bucket [itfm_bucket] Prevents a parent bucket from having a value in the parent field.
Prevent relation loop for budget owner Budget Owner [itfm_budget_owner]
prevent shadowPlan delete if forecast Budget Plan [itfm_budget_plan]
Prevent to be ones own parent Budget Owner [itfm_budget_owner]
Prevents adding children to grooming con Bucket [itfm_bucket] Prevents adding a sub-bucket to a bucket that already has a grooming condition.
Reject insert if no account fits filter Bucket [itfm_bucket]
Scripted Rollup Override leftovers Cost Allocation Rollup Override [itfm_rollup_override]
Selected key should be under Budget Key Account Code Owner [itfm_budget_key_owner]
Set budget target Budget Plan [itfm_budget_plan]
Set Final Amount value Budget Forecast [itfm_budget_forecast]
Sync between staged and cleansed tables General Ledger Staged Data [itfm_gl_data_staged] Synchronizes the records in the General Ledger Cleansed Data table with the new and modified records in the General Ledger Staged Data table.
Update budget rate configuration Budget Reference Rates [itfm_fx_rate]
update budget total on parent_plan change Budget Plan [itfm_budget_plan]
Update fiscal period of budget plan Budget Plan [itfm_budget_plan]
update itcoa def table ITCOA Definition [itfm_itcoa_definition]
update last promoted of budget plan Budget Plan [itfm_budget_plan]
update shadow copy name version Budget Forecast [itfm_budget_forecast]
update subplan fiscal period Budget Plan [itfm_budget_plan] Updates the fiscal period on subplans.
Update Target on Existing Plans Forecast Budget Targets [itfm_budget_target]
updated all excluded sub-buckets Bucket [itfm_bucket]
Validate budget key as leaf Budget Item [itfm_budget_item]
validate budget item execution date Budget Item [itfm_budget_item]
Verify data input Budget Reference Rates [itfm_fx_rate] Verifies budget reference rates.