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When using multiple entities, you must update data forms and business rules to ensure that
business rules apply to different departments.
Updating Data Forms to Use Multiple Entities
➤ To update data forms to use multiple entities:
1 In Planning, edit these data forms to update the Point of View dimensions:
● 01. Global Capital Assumptions
● 15A. Global Capital Assumptions - Depreciation only
a. Select Administration > Manage Data Forms.
b. Select the data form to edit, such as 01. Global Capital Assumptions, then click Edit.
c. Select Page/Point of View Layout.
d. In the Page Dimension(s) area, select the Entity dimension, click and select a member
using a relationship such as Descendants(Entity).
e. Click Save.
2 Update business rules

Updating Business Rules to Use Multiple Entities
When you use multiple entities, update the Capital Expense Planning business rules.To ensure that global assumptions apply to different departments, global assumptions must be stored in multiple members of the Entity dimension.

When planning for transfers, the calculated details for depreciation and other related expenses
are based on assumptions set for the source entity.

If assumptions for the destination entity are different, you must calculate assets in the destination entity to see the impact on it.

➤ To update business rules to use multiple entities:
1 Update data forms
2 Using Administration Services, update the Capital Expense Planning business rules to remove the “No Entity” reference.
This enables the business rules to vary by the Entity dimension because they do not fix on “No Entity”.

Update these business rules:

Add Asset, AddExistAsset, AddExistIntangible,
Add Intangible, CalcAmort, CalcDepr, CalcExistAmort, CalcExistDepr,
ImpairIntangible, Improve Asset, Remove Asset, Retire Asset, Retire
Intangible, Transfer Asset, TransferExistAsset, TransferExistIntangible, and
Transfer Intangible.
Example: Updating “No Entity” in the Add Asset Business Rule
Before:
"Useful Life (in Years)" = "No Scenario"->"No Version"
->”No Entity”->"Global"->"Useful Life (in Years)";
After:
"Useful Life (in Years)" = "No Scenario"->"No Version"->"Global"-
>"Useful Life (in Years)";
Example: Updating “No Entity” in the AddExistAsset Business Rule
Before:
deprMethod = "No Year"->"No Scenario"->"No Version"->”No Entity”-
>"Global"->"Depreciation Method";
deprConvention = "No Year"->"No Scenario"->"No Version"->”No Entity”-
>"Global"->"Depreciation Convention";
insuranceCost = basicCost * "No Year"->"No Scenario"->"No Version"->”No
Entity”->"Global"->"Insurance %";
maintenanceCost = basicCost * "No Year"->"No Scenario"->"No Version"-
>”No Entity”->"Global"->"Maintenance %";
repairsCost = basicCost * "No Year"->"No Scenario"->"No Version"->”No
Entity”->"Global"->"Repairs %";
After:
deprMethod = "No Year"->"No Scenario"->"No Version"->"Global"-
>"Depreciation Method";
deprConvention = "No Year"->"No Scenario"->"No Version"->"Global"-
>"Depreciation Convention";
insuranceCost = basicCost * "No Year"->"No Scenario"->"No Version"-
>"Global"->"Insurance %";
maintenanceCost = basicCost * "No Year"->"No Scenario"->"No Version"-
>"Global"->"Maintenance %";
repairsCost = basicCost * "No Year"->"No Scenario"->"No Version"-
>"Global"->"Repairs %";