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.