Financial Planning
Discussion List
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What's New in 21.08?Summary More cool things plus some favorites of mine!Content Well, here we are again and I'm back on my normal release date as 21.08 is set to hit your test environments… -
Unable to add blank row in the form layout for one specific form onlyHi Experts, We have a cashflow form created in the application and the user needs us to add blank rows after each of these accounts: - Net cash provided by operating act… -
Using Multiple Monthly calendar in a EPBCS applicationSummary: How to make use of multiple calendar in a EPBCS Application Content (required): Hello All, We would like to know is it possible to make use of multiple calendar…
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Not sure if this is possible - alternative rollups with dependencies on other dimensionsSummary: We have our main Account hierarchy for our P&L accounts, and drilling from NPAT through each roll up and down to the lowest level is no problem. However, we hav…
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Scheduling of excel version of HFRSummary: Hello, Is it possible to schedule the HFR in excel? Most of customers are prefer excel version of report over pdf or html view. Content (required): Version (inc…
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3 new videos available for PlanningWe are pleased to announce the availability of the following new videos for Planning: Overview: Healthcare with EPM Financials This overview highlights the features of t… -
How do I return a member name where a value is at a MIN / MAXSummary: I need to find the MIN / MAX value of a given account across the cross dims shown below and I can do that using the @MINS / @MAXS functions. Next, I want to fin…
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AncestorAlias function in Management Report.Summary: Content (required): Hello, We have a requirement where client wants to see the level 4 on first column, level 3 on the second column and so on till level 0. I t…
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How can I convert a member to a string to populate a Smart List value?Summary: I am trying to derive a Smart List value using a member, where the Smart List has been build from the Period dimension. Content (required): Below is an example …
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How can I use a Smart List member to generate a target Period and Year?Summary: To try to dynamically create a mapping generic months to a Period and Year for each of the different Entities. Content (required): Hello, I have a requirement t…
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Loading high number of account dimension members.Summary: Loading high number of account dimension members. Is it recommended in the long run. Content (required): Hi Do you recommend uploading chart of account members …
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Groovy - Acting on Edited Cells IssueHi, We are running a basic groovy rule on save to act only on edited cells. The form in question is a spin off of the OOB expense trending form, but with additional dime… -
Improvements to ruleSummary: Content (required): Hi There is a rule which is taking around 4 hours to run. and biggest contributor is following section i have attached. Pls help to reduce t…
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@prior not executing as expectedSummary: @prior not executing as expected, need to get the value 12 months back from the current month which im calculating. Content (required): Hi Im using @prior to ge…
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Request for application snapshot for Healthcare Planning solutionSummary: As per the 22.05 release notes in What's New, making a request Healthcare Planning packaged solution snapshot Content (required): Need the LCM snapshot for 22.0… -
Snapshot for HEALTHCARE PLANNING SOLUTION WITH FINANCIALSHi Team, Please can you share the Snapshot for HealthCare Planning solution with Financials. Thank you! Cheers, Sucharit Narang
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Error while loading Account Metadata from ERPSummary: Error in loading Account Metadata via BIP report Content (required): Hi All, Here i'm trying to load Account Metadata from ERP via BIP report. getting the below…
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Rulesets running timeSummary: Ruleset running time is long. Content (required): Hi We are experiencing a long time to run rules. For one of our rulesets it takes around 1 and half hours to c…
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EPM GL Budget write back to GL budget, does this require the all CoA segment defined as dimensionsSummary: The client wants to create the GL budget in EPM and once approved the budget will be written back to GL. In order to transfer the EPM budget information to the …
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How can I clear OFS_Trend assumption values in data formsSummary: OFS_Trends are used in our planning forms and values selected in all our forms are for UAT purposes. Now we would like to clear all data values as well as Trend… -
Q-T-D Dynamic Time Series not functioning in EPBCSSummary: Q-T-D Dynamic Time Series not functioning in EPBCS Content (required): Q-T-D Dynamic Time Series not functioning in EPBCS Version (include the version you are u…
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Understand 53 weeks configurationSummary: Hello, We want to understand these terms, with examples if possible - Fiscal Year in the Model Ends On, Day of the Week, Last occurring in the Fiscal Year, Clos…
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OOB Rolling Forecast (Financials + Workforce Question)Background: Client is enabling OOB Financials & OOB Workforce. The client wants to enable a 6 quarter rolling forecast (for OEP_FS). Issue: When we enable Rolling Foreca…
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Trouble with predictive planningSummary: Hi all, I'm dabbling with predictive planning but running into a problem getting it to run on a simple form I have. I get "There was no historical data found fo… -
How to edit annotation in FRS reports?Summary: Content (required): I created an FRS report, I add a column to display annotations. I have to users with the sames access, but only one can modify the annotatio…
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Unable to push data from WF to Fin Cube using OOB Data Maps for Non Comp AccountsSummary: Unable to push data from WF to Fin Cube using OOB Data Maps for Non Comp Accounts. The data maps is only letting us push the Data to a single Account in Fin Cub…
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Dynamic Wording in Word using Planning and related ToolsSummary: Given I have a statement like so (See Quote) in my Financial Statements in Microsoft Word is it possible to refresh the decreased by $5.6 Million using EPM? Not…
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In EPM Planning Financials module, need to have cash flow impact assumption as specific dateSummary: Currently in EPM Financials, when selecting cash flow assumptions for 'cash flow impact' only available options are 'current period',30 days,60 days and 90 days…
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WFP to Financials Compensation data push for flexible accounts needs customisation.Summary: We have this requirement from client where 'Total compensation' value should be pushed from WFP to FIN cube. Right now its working on default OutOfBox members, …