Additional Steps to Finalize Plan Copy
Once a new plan is copied into the target environment, a series of steps must be completed in order to finalize the plan copy.
- Enter any map information into the map database tables: AsMapGroups, AsMapCriteria, AsMapValue.
- Enter any rate information into the rate database tables: AsRateGroup, AsRate.
- Enter any new code values into the AsCode database table or use the Code Name editor in the Admin Explorer..
- Add security to the plan and the new transactions.
- Enter translations for the new plan information.
- Perform any administration table updates.
- Create screen rules.
- Create segment Calculate General rules.
- Perform any sequence table updates.
- Create copybooks to share common configuration.
- Create any functions that must exist at override levels other than the plan level.
- Enter unit values into the AsNetAssetValue database.
- Enter market calendar information.