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Manage rule sets

Access through: Rules > Definitions > Rule set

In preparation for deciding reasonable changes in the user master data, you can create rule sets in Snow Optimizer for SAP® Software.

tip

As a starting point, there is a rule set template in Snow Optimizer for SAP® Software.

Create rule set

note

The rules in a rule set are executed from the top down. Therefore, you need to consider the order of local rules and global rules.

  1. Select New.png.

  2. Enter a name and description for the new rule set.

  3. To add a local rule, select the Local rules tab and select Add.png.

    Select the local rule and select Accept.png.

  4. To add a global rule, select the Global rules tab and select Add.png.

    Select the rule type and select Accept.png.

    Select the global rule and select Accept.png.

  5. In the Aggregation and consolidation tab, select an aggregation scheme and a license type hierarchy.

  6. To save and activate the rule set, select Activate.png.

    note

    You have to activate a rule set before you can execute the rule set.

  7. To go to the rule set execution, select Go to.png.

    To switch to display mode, select Switch to display mode.png.

    To show the new rule set listed, select SAP navigation back.png.

After creating a rule set, you can execute the rule set to apply the local rules and global rules and hence decide reasonable changes in the user master data.

Change rule set

  1. Select the row of a rule set.

  2. Select Details.png.

  3. To switch to change mode, select Switch to change mode.png.

  4. Make changes:

    • To add local or global rules, select the tab and select Add.png.

    • To delete a local or global rule, select the tab, select the row, and select Delete1.png.

    • To cut a local or global rule, select the tab, select the row, and select Cut.png.

    • To copy a local or global rule, select the tab, select the row, and select Copy2.png.

    • To paste a local or global rule, select the tab and select Paste.png.

    • To swap the order of local or global rules, select the tab, select two rows, and select Swap.png.

    • To select a different aggregation scheme or license type hierarchy, select the tab and select Select data.png .

  5. To save changes and activate the rule set, select Activate.png.

Copy rule set

  1. Select the row of a rule set.

  2. Select Copy1.png.

  3. Change the name and description.

  4. If necessary, make other changes:

    • To add local or global rules, select the tab and select Add.png.

    • To delete a local or global rule, select the tab, select the row, and select Delete1.png.

    • To cut a local or global rule, select the tab, select the row, and select Cut.png.

    • To copy a local or global rule, select the tab, select the row, and select Copy2.png.

    • To paste a local or global rule, select the tab and select Paste.png.

    • To swap the order of local or global rules, select the tab, select two rows, and select Swap.png.

    • To select a different aggregation scheme or license type hierarchy, select the tab and select Select data.png .

  5. To save changes and activate the rule set, select Activate.png.