1. Administering Tax Reporting
  2. Managing Applications
  3. Copying Data
  4. Example: Exclude Configuration, Substitution Variable, Schedule Job

Example: Exclude Configuration, Substitution Variable, Schedule Job

Use Case:

  • User wants to copy data from Scenario: Actual, Year: FY21, Period: P12 to Scenario: Actual, Year: FY22, Period: P12
  • User does not need to copy the configuration data.
  • User wants to copy the data only for Account: NIBT and for Entity: Region 1
  • User needs to perform the Copy task at regular intervals, for example, monthly, quarterly, yearly.

Action:

  1. Create two Substitution variables for Year:
    • Current Year: FY21
    • Next Year: FY22
  2. Create a Copy Data task.
  3. Select the Exclude Configuration Data checkbox.
  4. Input the Source and Target: Scenario, Year, Period. In Year you can input the Substitution Variable created: Source Year: Current Year, Target Year: Next Year.
  5. Select the Account filter and input the Account name: NIBT.
  6. Select the Entity filter and input the Entity name: Region 1.
  7. Click on Save as Job. Provide Name and Description of the job and select Save.
  8. Once the job is saved, you can navigate to Schedule Job screen and select the Copy Data from the available list.
  9. You can then schedule the saved copy data job by providing the start date/time, end date/time, and recurrence frequency.
  10. Once the Job is scheduled, it will run at the specified date and time and at regular intervals as provided by you.
  11. Now, next year when you want to copy the same data from FY22 to FY23, you can go to Substitution variable page and update the values for Current Year: FY22 and Next Year: FY23.
  12. When the scheduled job will run next, it will pick the updated substitution variable values.