Step 2: Create Subscriptions

After you create the maintenance view with the viewpoints for Corporate GL, Corporate Planning and Financial Close, you create subscriptions for the Corporate Planning and Financial Close viewpoints so that when changes are made in the Corporate GL viewpoint, subscription requests are automatically generated to make those same changes in the other two viewpoints.

  1. From Views, click Product Maintenance.
    screenshot shows Product Maintenance view highlighted
  2. On the Plan tab, click viewpoint actions, and then select Inspect.
    screenshot shows viewpoint actions menu with Inspect highlighted
  3. On the Subscriptions tab, click Create.
    screenshot shows create button on subscriptions tab
  4. In the Subscription wizard, click the Source Viewpoint drop down menu and select the Corporate GL viewpoint in the Product Maintenance view. After you select the source viewpoint, the subscription name is automatically populated with the source view and viewpoint. Optionally, enter a description and then click Create.
    screenshot shows the Corporate GL viewpoint selected

    The subscription is displayed in the subscription inspector.

  5. Next, we specify an assignee for the request. Click Edit.
    screenshot shows subscription inspector with the Edit button highlighted
  6. In the subscription inspector, perform these actions:
    1. Click the Request Assignee drop down menu and select the person to whom the subscription requests should be assigned. In this scenario, we selected Martin Conway, the Corporate Planning data manager.
    2. Select the Auto-Submit check box.
    3. Click Save, and then click Close.

    screenshot shows Martin Conway selected as the request assignee
  7. On the Close tab, repeat steps 2-6 to create another subscription with these settings:
    • Source view: Product Maintenance
    • Source viewpoint: Corporate GL
    • Request Assignee: Alex Smith (Financial Close data manager)
    • Auto-Submit: True

    screenshot shows a subscription on the Close tab with the settings described in the step