1. Administering Planning Modules
  2. Updating Artifacts
  3. Updating Capital Artifacts

Updating Capital Artifacts

Overview

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.

  • If you haven't modified these artifacts (described in this topic), the artifacts and features are available to you with the release.
  • Because customized artifacts aren't updated during a new release, if you've customized these artifacts and want to take advantage of the new features, perform these steps:

  1. Perform a full backup after the update and download it locally.

  2. Review the list of modified artifacts and determine if you have modified any of them. See Reviewing Modified Artifacts.

    Tip:

    For any artifacts listed below that you have modified, consider creating a copy of your modified artifact and using that as a reference for the changes you made to it. You can delete the copy after you reimplement your customizations.
  3. After the update, reverse the customizations to the artifacts you've identified to restore the artifacts to the provided format. See Reversing Customizations.
  4. Reimplement your customizations to the artifacts, if necessary.
  5. For any restored Calculation Manager rules or templates, after they are final, be sure to deploy the updated rules or templates to the application for any impacted artifacts. See Showing the Usages of a Custom Template and Deploying Business Rules and Business Rulesets.

May 2021

With the May 2021 update, Capital has updated rules to support rent free periods and varying index rate bases when IRFS-16 Standard is enabled.

Table C-26 May 2021 Capital Modified Artifacts

Artifact Type Modified Artifacts New Artifacts
Rules
  • OCX_CalculateLeasedAsset—Modified to support Rent Free Periods.
  • OCX_AddLeasedAsset—Modified to add the new account OCX_Index Rate Basis, which has the option to select either Annual or Payment Frequency.
Groovy Rules:
  • OCX_Free Rent Asset BeforeLoad. Attached to the Rent Free Period form to make all the cells read only and according to payment frequency only the corresponding cells are editable.
  • OCX_Free Rent Period Spread. Attached to the Rent Free Period form to spread the quarter/semi annual/annual to months.
Forms   Rent Free Period, available only when IFRS-16 is enabled.
Accounts  
  • OCX_Index Rate Basis
  • OCX_LeaseRentFreePeriod

April 2019

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.