Tax Supplemental Schedules Terms

  • Approver—Users assigned to approve data on forms entered by Preparers. Multiple reviewers may be be assigned to a form.
  • Attribute—Describes the information being represented. The information can be of different data type.
  • Connection—A connection to a specific Financial Management Cluster and Application.
  • Currencies—Known currency codes.
  • Data Collection Period—A Data Collection Period is made up of the combination of Year, Period, and Scenario. The status of the period defines the allowable actions for data collection:
  • Open––Data collection begins when the period is open.

  • Closed––No data entry is allowed, but in-progress data collection can continue.

  • Locked––No changes can be made to the data for the period.

  • Data Set—A collection of data around a single topic. Data is manually entered.
  • Data Set Record—A single row of a Data Set.
  • Dimension—A collection of data around a single topic.
  • Dimension Tables—Dimension tables are considered metadata within your application. They are user-defined tables and members for selection and validation within data entry. Each Dimension table consists of one or more attributes. Each attribute is defined a data type.
  • Form—The main interface that allows a user to enter data. A form is created based on the attributes selected from a data set.
  • Form Template—Data collection and integration definition for some, or all, of a Data Set.
  • Frequencies—Determines how often data collections are done for a specific form. A frequency is defined in system settings and is associated with periods.
  • Integrator—User assigned to post back data to Financial Management on forms.
  • Period—A unit of time, not including Year (Jan, Feb, Q1, etc.).
  • Preparer—A user assigned to enter data on forms. Only the user assigned as the preparer may enter data on forms (aside from comments).
  • Viewer—A user assigned read-only access to data on forms.
  • Workflow—An individual workflow process for a single Year/Period/Scenario/Data Set/Form/ Key(Entity). This is essentially the workflow component of a Form.
  • Year—A numeric year unit of time.
  • Financial Management Integration—Financial Management integration allows the system to import the dimension definition and members from an existing Financial Management application. For Financial Management customers who plan to post summarized data collected in their application to their Financial Management applications, they can setup the application connection information and import the dimension members to use in the application.
  • Smart View for Office—An Excel file can be opened in Oracle Smart View for Office and stored in your application to be used for data entry.