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UI policies installed with Financial Management

UI policies installed with Financial Management

Financial Management adds the following UI policies.

Name Table Description
Do not show allocation type 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.
Mark Acct Num Expense Type Read Only Budget Item [itfm_budget_item] Makes the account number expense type read-only.
Mark Fiscal Period Read Only Budget Item Breakdown [itfm_bi_breakdown] Makes the fiscal period read-only.
Set script type for Scripted Rollup Override View Cost Allocation Rollup Override [itfm_rollup_override] Sets the script type.
Set script type for Scripted Rollup View Cost Allocation Rollup [itfm_rollup] Sets the script type.
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 allocation metric when using weighted Bucket [itfm_bucket] Displays the allocation metric when using a weighted metric.
Show budget owner after assigning budget key Budget Plan [itfm_budget_plan] Displays the budget owner.
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 primary field after transaction table is selected Dimension Table Definition [dm_dimension_table_def] Displays the primary field.
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.