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Editing Rulebooks Online

The rule hierarchy and details are displayed in the Rulebook Dashboard. Select RULEBOOKS and choose ALL RULEBOOKS. Select the View Rulebook icon next to a rulebook to display the Rulebook Dashboard.

In the Rulebook Dashboard, you can change rules, business functions, and transaction codes and their associated authorization objects.

Rulebook Dashboard Options

  • Add a new or existing rule to the rulebook.
  • Edit a rule’s details.
  • Remove a rule from the rulebook.
  • Add a new or existing business function to the rule.
  • Edit a business function's details.
  • Remove a business function from a rule.
  • Add a new transaction code to a rule.
  • Edit the objects, fields, and values in the transaction code.
  • Remove a transaction code from a business function.

Managing Rules

The Rule Dashboard shows you the rules in a given rulebook. You can expand each rule to display its business functions, permissions, and authorization objects and their values.

Rulebook with two rules expanded to display their business functions.

  • To edit rule details, select the Info icon in the rule row, make your edits, and select Save.

  • To add an existing rule to a rulebook, select + ADD and the Add icon on the rule row. You can use the search field above to search for rules.

  • To add a new rule, select + New, enter the rule details, and select Save.

  • To remove a rule, select the Remove icon .

    Note

    Removing a rule, existing or new, removes the mapping of the rule to the rulebook. Other rulebooks using this rule are not affected.

Managing Business Functions

To display a rule’s business functions, select the Expand icon next to a rule name. A sensitive access rule contains one business function. An SoD rule contains more than one business function.

Rulebook dashboard with an open menu to add or create a business function.

  • To edit business function details, select the Info icon in the business function row, make your edits, and select Save.
  • To add a business function to a rule, select the Add icon on the rule row.
    • To add an existing business function, select Add Business Function and choose an existing business function. Select the Add icon in the business function row to add it to the rule.
    • To add a new business function to a rule, select New Business Function, enter its details, and select Save.
  • To remove a business function from a rule, select the Expand icon on the rule row and select the Remove icon . Removing a business function cannot be undone.

Note

If all business functions are removed from a rule, an alert will notify you that the rule is incomplete. Add a new or existing business function to complete the rule.

Managing Permissions

To display a business function’s transaction codes that manage permissions, select the Expand icon next to a business function.

Rule with a business function expanded to display its T-Codes.

  • To edit TCode details, select the Info icon in the TCode row, select or change the name, and add or delete objects, fields, or values. Select Save.

  • To add a TCode to a business function, select the Add icon on the business function row, and select Add Permission.

    • Name and add objects to the TCode. Select Save to add the permissions to the business function.

  • To remove a permission from a business function, select the Remove icon in the permission row. Removing a permission cannot be undone.

Note

If all business functions are removed from a rule, an alert will notify you that the rule is incomplete. Add a new or existing business function to complete the rule.