User Preference

User Preferences items are used to configure the User Settings.

To update the Cash Flow Engine User Preferences, follow these steps:

1. Navigate to the Maintenance and select Preferences.
2. Click User tab.

   Figure 4-19 User Preference Section

   
   

   

   
   
3. Enter following values in as described:
   • As of Date - All processes reference this date at Runtime to determine the data to include in the process. The As-of-Date value you set in Application Preferences applies to interactive job execution (that is, when you choose to execute a rule directly from a Summary window). For batch processing, the As-of-Date is derived from the Information Date. As of Date is also referenced by some assumptions UI’s to display relevant information therein.
   • Initial Currency - This parameter allows you to select the starting currency to be displayed within all Business Rules. This selection is made for convenience and can be changed within all business rules at the users' discretion.
4. Click Save to confirm the changes.