Oracle® Rules Palette Release 9.1.0.0.0 E15811-01

# Clone a Transaction

In Rules Palette, you have the ability to quickly and easily clone a transaction. You no longer have to cut, paste and re-attach business rules in order to clone a transaction to each plan that uses it. You can clone transactions across companies and plans, as well as into the current plan in which the transaction exists. This eliminates errors and saves time. All business rules, including TransactionBusinessRulePacket and Transaction Cosmetics , will also be attached to any transaction you clone.

Steps to Clone a Transaction

1. Expand the transaction folder.

2. Right-click on the transaction.

3. Select Clone Transaction. (This option is only available when the transaction is not checked-out.)

4. In the Cloning Transaction Wizard select:

1. New company

2. New plan

3. Name of the cloned transaction

4. Transaction Type if applicable

5. Status as active

6. Processing Order for the transaction if applicable

7. Deselect any attached rules that you don’t want to clone with the transaction

8. Select Finish

After you have successfully cloned the transaction you can navigate to its location. You can configure the transaction as needed.