Oracle® Rules Palette Release 9.1.0.0.0 E15811-01

# Add a New Plan

You can add new plans to companies through the Main Explorer tab. Once you add a new plan, you must assign security to it or it will not be visible in OIPA. You can also edit a plan once it has been created. When a plan is created, the plan information is written to the AsPlan table.

Steps to Create a New Plan

1. Right-click on the plan folder where you want to add the new plan.

2. Select New Plan. The New Plan wizard will appear.

3. Enter the plan information.

1. Company Name: You will not be able to change the company name.

2. New Plan Name: Enter the name of your plan.

3. Currency Code: Select the default currency for monies applied to this plan. If the currency code is not listed, go to Admin Explorer and open the Currency folder. Add the new currency code to the Currency.xml file. Refer to the Currency section for detailed steps on adding a new currency code.

4. Market Maker: Select the Market Maker you plan to use for any currency conversions. If the Market Maker is not listed, go to Admin Explorer and expand the Market Maker folder. Open the MarketMaker.xml file and add the new Market Maker. Refer to the Market Maker section for more details.

5. Plan Effective Date: Select the date when this plan will take effect.

6. Plan Expiration Date: Select the date when this plan will expire.

4. Select Finish when you have entered all of the plan information. The Finish button will only become enabled when you have entered all of the required plan information.

Note: You cannot delete a plan once it has been created.

Edit Plan Properties

After a plan has been created, you can edit plan properties such as the currency code associated with the plan, the Market Maker, the effective date and the expiration date. You will not be able to change the plan name or the company name. The steps necessary to edit the plan properties are shown below.

Steps to Edit Plan Properties

1. From the Main Explorer window, right-click on the plan name and select Edit Plan. The Plan Maintenance window will appear.

2. Make the necessary changes to the plan properties by clicking on the drop down box next to each property.

3. Select Finish.