Planning Units issues in Hyperion Planning 11.1.2

Question

Hi, experts.
I'm new in HP, so needed some help with misunderstanding of how PU&proccess management normally works.
More detailed I interested at the area of Validation rules.
I have to give an example of few problems I met during my try to implement this functionality.
Firstly, it's a newest version of EPM 11.1.2 installed and supported by the vendor's professionals
I have Planning app deployed in EPMA with 14 dims. I didn't drop any standard planning dimensions, all are present
There is the only PU hierarchy to test how approvals works. It has 3 entities and 12 elements of additional dimension - functional group. Hence, there are 36 level zero members in PU hierarchy.
Form1 consists of 36 rows according to PUH, columns are Period (17) and one custom dim for the target, plan values, it's diff etc. Validation rule VR1 on Form1 check negative values of target minus plan (I plan expences) VR1 has "No Promote" flag. Then I start 2 level0 planning units (entity1-FuncGroup1 and entity1-FuncGroup2). I try to promote these PU1&PU2. It's Ok only if negative exists I get an data error links drilling down into my form1. So user can see the error and all happy.
Problem actually with form2 that has Region Dim in page. Entity,Functional Group,Account in rows and Plan value,Year,Period in columns. It also has VR2 for testing plan values greater than 1000 with No Promote option. Another VR3 checks values greater than 100 to add new approver, reviewer (no matter) to the approvals process management.
Both VR2 and VR3 don't work accurately. They fired only for the first member in page (Region), hence any data validation for other regions except first skipped. In addition VR3 when triggered for Region1 always circles (between new and previous approver). It meens there is no way to finish this proccess using the promote option. Anyway you can approve PU, but all steps after current Aprover will be skipped in promotional path.
Maybe I can't work with Proccess managment in the right way? So could anybody give me an idea what's wrong. I've spent much time googling any issues like me have
Many thanks in advance,
Vladimir

Answer 1

Hi, Theresia
Yes you're absolutely right, I created VR from the manage form's menu. So I use standard HP 11.1.2 functionality. I've seen it in new features while read Oracle documentation. Also with testing of approvals in Proccess managment I use distinct colours for negatives and diff values (greater 1000 and 100 in my example). Colours work fine, but i can't say it about aprovals :). And all these examples of using planning form VR's i've taken from oracle administrators&user guiide and from presentations of EPM 11.1.2
In addition I've started work with Hyperion products 2-3 month ago. Hence I have to read a lot of information because my previous experience was OLTP, RDBMS not OLAP.
As a first step i wanna know all standard possibilities of product i use. And also best practice and some often used technics. Many thanks for your idea with Smart list and BR i'll try it (though i use EMPA and Calc Manager rules). I know that soon I have to use Java API's, so I might read and learn Java to write the simplest code first. But for me it's too much info i have to load into my brain in such short period :)
As a resume, my opinion it's a bug of new features EPM 11.1.2. But maybe I'm wrong cause none has said the same
Anyway thanks, Theresia, for your help. If you know or will some new additional info i'll say you thanks again
Best regards,
Vladimir