Updating Capital Artifacts

If you are using Capital, product enhancements in some updates require you to update certain artifacts, if you've modified them. If you've customized Capital artifacts, review this section.

Beginning with the April 2019 release, Capital forms and rules have been updated to allow different planning years for the Plan and Forecast scenarios. Previously, the Planning and Forecast Preparation configuration task for Capital set the &OEP_YearRange substitution variable for both Plan and Forecast scenario. References to this substitution variable are being discontinued.

With the April 2019 update, Capital has updated all business rules to use methods that read the start year and end year from the Planning and Forecast configuration separately for each scenario. Forms are modified to display data based on the start and end periods for the scenario. When the update is applied, if you haven't modified these forms and business rules:

  • Predefined forms are updated.

  • Predefined business rules are updated.

Because customized artifacts aren't updated during a new release, if you've customized forms or business rules, note the following.

  • If you’ve modified rules that rely on the &OEP_YearRange substitution variable, update the rules to use these functions (either in Business Rules or Groovy rules):
    • [[PlanningFunctions.getModuleStartYear("CAPITAL",{Scenario})]]—Returns start year of given scenario

    • [[PlanningFunctions.getModuleENDYear("CAPITAL",{Scenario})]]—Returns end year of given scenario

  • Update custom forms for Capital to use ILvl0Descendants of "All Years" instead of &OEP_YearRange.