Task Overview for Financial Consolidation and Close
Here's a summary of the tasks you can perform with EPM Digital Assistant for Financial Consolidation and Close.
Your administrator can review the utterances in the Oracle Digital Assistant development environment, and add and adjust them as needed.
Table 15-1 Financial Consolidation and Close Tasks
Task | Enter in the assistant | Learn more |
---|---|---|
View or change the POV |
Show me the POV, then select an option | View or Change the POV |
See the close status |
Show me the close status, then view tasks and select options | See the Close Status |
View journals by status - working, submitted, approved, or posted. Submit, approve, reject, view line items, or unpost, depending on the status |
Show all journals, then select options | View Journals by Status |
View an account for a certain period and year. Increase, decrease, or update account by a specific amount or to a specific amount. |
What is the account for period, year Substitute an actual account, period, and year for the text in italics; you can also use to instead of by. Increase account by amount Decrease account by amount Update account by amount |
View Accounts |
Consolidate data |
Consolidate data for entity, scenario, year, period Substitute an actual entity, year, and period for the text in italics |
Consolidate Data |
Run a rule for the current POV |
Calculate rule rule name Substitute an actual rule name for the text in italics |
Run Rules |
Generate reports |
I want to generate a report Generate Task Manager report Generate report report_name |
Generating Reports for Tax Reporting or Financial Consolidation and Close |
Access job details |
What is the status of my job Status of job_type job Do I have jobs run yesterday |
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Show task summary |
Show task summary Show my open tasks Show my late tasks |
Showing Task Summary |