Configure the Analytics Options Extendable Lookup for Revenue and Tax Amounts

The Financial Transactions and Financial Transaction GL Details subject areas of the Customer Cloud Service include the Revenue Amount and Tax Amount metrics. These metrics are calculated based on revenue and tax characteristic values for the GL Account Type characteristic type specified for each Distribution Code GL Account. Each Distribution Code GL Account, in turn, identifies whether the GL record contributes to revenue or tax. Before these metrics can be used, the values of the GL Account Type characteristic type must be configured for each Distribution Code's GL Account.

Step 1: Configure the Distribution Code GL Account Characteristic Type
  1. Navigate to your instance of Oracle Utilities Customer Cloud Service and log in.
  2. In the search menu, enter "Distribution Code."
  3. Select a distribution code.
  4. In the Distribution Code page that displays, scroll down to the GL Account section.
  5. In the Characteristic Type drop-list, select the GL Account type.

  6. In the Characteristic Value field, click the search and choose a value to indicate whether the Distribution Code's GL Account will contribute to revenue or tax.

    Example of searching for the characteristic value for a distribution code, with options to select a defined characteristic value

  7. Repeat the above steps for each applicable distribution code, and click Save.
Step 2: Configure the Analytics Options Extendable Lookup for Revenue and Tax
  1. Navigate to your instance of Oracle Utilities Customer Cloud Service and log in.
  2. In the search menu, enter "Extendable Lookup."
  3. Do one of the following:
    • In the Business Object field, enter F1-AVAnalyticsOptions
    • In the description field, enter Analytics Options
  4. In the Analytics Options page that displays, go to the Financial Transactions section.
  5. In the GL Account Type Identifying Char Type section, in the CHAR TYPE drop-down list, select GL Account Type.

  6. In the Revenue Identifying Char Values section, enter a Sequence and a Char Value for the GL Account Type Characteristic Values that represent revenue to be included in this subject area. You can create additional entries as necessary for your implementation.

  7. In the Tax Identifying Char Values section, enter a Sequence and a Char Value for the GL Account Type Characteristic Values that represent taxes to be included in this subject area. You can create additional entries as necessary for your implementation.

    Example of defining tax identifying character values including the sequence value and the type of identifier

  8. Click Save.