Tax Operations Terms

  • Tasks—A unit of action in the application, for example, data entry or data consolidation. Power users define the tasks that comprise a close process. Users can read task instructions, answer questions, submit, reassign, approve, and reject tasks, and can access tasks from email notifications or by logging on to the application.
  • Integration Types—A definition of a service provided by an application. For example, the Consolidate Integration Type for Financial Management contains parameters such as the Point of View dimensions to run the consolidation. A standard set of Integration Types that are integrated with other Oracle applications is included with the installation.
  • Task Types—Identify and categorize tasks commonly performed during a close period; for example, Data Entry, or G/L Extract. The Task Type enables you to set default information, such as settings that need to be input by the user, and questions or instructions that are shared by all tasks of that type. Task Types are often based on Integration Types.
  • Execution Types—End-users, System-Automated Task, Event Monitoring Task
  • Templates—Tasks that are repeatable over close periods. Administrators can create templates for different types of close periods, such as monthly or quarterly.
  • Schedules—Defines the chronologically ordered set of tasks that must be executed for a specific close period, and is the alignment of a template's generic close days to calendar dates.
  • Dashboard—This view presents a portal-style interface with views into schedules and task lists, and high-level summaries into which you can drill down for greater detail.
  • Alerts—Notifications from users on issues that they encounter during the process, such as hardware or software issues. Users create alerts identifying a problem and assign them to be resolved.
  • Report Binders—Summaries of close process activity. They contain a description of all task details that were executed as part of the close schedule. Report Binders enable administrators and others to review and adjust activities for future periods and are useful for audit purposes.