Registering Tax Reporting Applications
You register and modify Tax Reporting applications using a wizard that prompts you for information, such as the external application settings, connection URL, and dimensions.
Before you begin:
- Ensure that you have the Application - Create role to register an
application. After the registration, you are automatically granted the Owner
permission on the application and the default view.
Note:
The Service Administrator assigns roles, see Understanding Application Roles and Permissions. -
Decide which dimensions you want to register. You can register six dimension types to be managed in Oracle Enterprise Data Management Cloud: Account, Custom, Entity, Jurisdiction, Movement, and From Currency. Each dimension type is valid for specific cubes.
Note:
For Custom dimensions, you select the valid cubes during registration. See Registering Tax Reporting Application Settings and Dimensions.Dimension Type Valid Cubes for the Dimension Account Consolidation (Consol)
,Rates
,Country by Country Reporting (CbCR)
, andConfig
Entity Consol
,Rates
,CbCR
, andConfig
Jurisdiction Consol
,CbCR
, andConfig
Movement Consol
,CbCR
, andConfig
From Currency Rates
Note:
The Consol cube is always created. The other cubes get created depending on the application settings that you select during registration. See Registering Tax Reporting Application Settings and DimensionsYou cannot create additional cubes.
When you register an application, properties for each dimension get created automatically. In addition to the standard properties, some additional properties unique to Tax Reporting get created depending on your application settings. See Predefined Properties for Tax Reporting Applications.
- For new applications, the data storage properties for the cubes (for example,
PLN.Data Storage (Consol)) are automatically set to be derived
from the application default data storage property (PLN.Data
Storage). See Derived Properties.
Note:
Modifying an existing application's registration and editing an existing cube will not automatically set the data storage property for the cube to be derived from the application default. If you want the value for the cube data storage property to be derived from the application default, you must set up an application override. See Editing Property Parameters.
To register a Tax Reporting application:
- From Applications, click Register.
- Select Tax Reporting.
- Enter an application name and description.
Note:
The application type, name and description are displayed in the Application list. - If you are using a local csv (comma-delimited) file for your dimension, skip the next step.
- If you are connecting to an external application, click Add,
and define the connection settings. You can add multiple application
connections.
Field Valid Values Example: connecting to an external application Connection Name
Enter a required connection name, unique to this application.
TRCS Cloud Connection
Connection Description
Enter an optional description.
Use this connection to connect to a Tax Reporting application.
Instance Location
Enter a connection URL to the external application in the format:
https://InstanceName-Cloud_Account_Name.EPM_Cloud_Family.Data_Center_Region.ocs.oraclecloud.com/Context
See Sample EPM Cloud URLs in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
Identity Domain
Enter the identity domain of the external application (not required for OCI (Gen 2) URLs).
Note:
This is the same as the Cloud Account Name used in the Instance Location.epmid
Username
Enter an authorized user name
Note: The user must be a Service Administrator of the external application, and they cannot be authenticated using corporate SSO (identity provider) credentials.
tom.smith
Password
Enter a password.
xxxxxxxx
Primary Connection
Select this check box to make this the default for importing from and exporting to the external application.
- Review the application summary information, and then click
Create.
Note:
The application and default view are created and set to draft mode. The default view name is the same as the application name you specified above. - Continue the registration, see Registering Tax Reporting Application Settings and Dimensions.