Table of Contents
- Title and Copyright Information
-
1
Getting Started
- 1.1 Getting Started with Oracle Cloud
- 1.2 Profitability Management Cloud Service
-
1.3
Admin Console
- 1.3.1 Introduction to Admin Console
- 1.3.2 System Configuration
- 1.3.3 Identity Management
-
2
Data Administration
- 2.1 Data Model Extension
- 2.2 Data File Specification
- 2.3 File Upload and Download Utility
-
2.4
Data Maintenance Interface
- 2.4.1 Process of DMI Windows
- 2.4.2 User Role Mapping and Access Rights
- 2.4.3 Access the Data Maintenance Interface
- 2.4.4 Form Designer Summary Page
- 2.4.5 Accessing Information in Summary Page
-
2.4.6
Creating New Forms in Form Designer
- 2.4.6.1 Creating Forms Using Data Exporter
- 2.4.6.2 Creating Forms Using Excel Upload
- 2.4.6.3 Creating Forms Using View
- 2.4.6.4 Creating Forms Using Designer
- 2.4.6.5 Creating Data Filters for New Form Definitions
- 2.4.6.6 Enabling Data Security for New Form Definitions
- 2.4.6.7 Enabling User Security for New Form Definitions
- 2.4.7 Approving and Rejecting New Form Definitions
- 2.4.8 Managing Form Definitions
- 2.4.9 Data View
-
2.5
Data Quality Framework
- 2.5.1 Roles and Functions for Managing DQ Framework
- 2.5.2 Data Quality Rules
- 2.5.3 Data Quality Groups
- 2.5.4 Adding a DQ Check Task
- 2.5.5 Execution Summary
-
3
Business Rules
Administration
- 3.1 Currency
- 3.2 Dimension Management
- 3.3 Preferences
- 3.4 Currency Rates
- 3.5 Filter
- 3.6 About Expressions
- 3.7 Management Ledger Configuration
-
3.8
Allocation Specification
- 3.8.1 Summary Screen
- 3.8.2 Detail Screen
-
3.8.3
Allocation Examples
- 3.8.3.1 From Management Ledger to Management Ledger
- 3.8.3.2 From Instrument to Management Ledger
- 3.8.3.3 From Instrument to Instrument
- 3.8.3.4 From Transaction Summary to Management Ledger
- 3.8.3.5 From Transaction Summary to Instrument
- 3.8.3.6 From Transaction Summary to Transaction Summary
- 3.8.3.7 Examples of Leaf Allocations
- 3.8.3.8 Examples of Field Allocations
- 3.8.3.9 Examples of Dynamic Allocations
- 3.8.3.10 Aggregation to the Management Ledger
- 3.8.3.11 Instrument to Instrument
- 3.8.3.12 Management Ledger to Instrument
- 3.9 Allocation Models
- 3.10 Execution History
-
3.11
Static Table Driver
- 3.11.1 Summary and Detail Screens
- 3.11.2 Working with Exported Static Table Driver Data
- 3.11.3 Large Cross Product Static Table Drivers
- 3.11.4 Using Static Table Drivers
- 3.12 Lookup Table
- 3.13 Lookup Table Driver
-
4
Reports & Analytics
-
4.1
Profitability Management Cloud Service Reports
& Analytics
- 4.1.1 Access Business Intelligence (BI) Reports
- 4.1.2 Preparing Data using SQL Query Browser
-
4.1.3
Raw Data Analysis
- 4.1.3.1 Staging Instrument Data
- 4.1.3.2 Staging Instrument Supplementary Data
- 4.1.3.3 Staging Ledger Data
- 4.1.3.4 Staging Transaction Summary Data
- 4.1.3.5 Processing Instrument Data
- 4.1.3.6 Processing Instrument Supplementary Data
- 4.1.3.7 Processing Ledger Data
- 4.1.3.8 Processing Transaction Summary Data
- 4.1.4 Data Insights
- 4.1.5 Processing Analytics
-
4.1.6
Processed Data Insights
- 4.1.6.1 Ad-hoc Data Analysis
- 4.1.6.2 Financial Statements Analysis
- 4.2 Balance Reconciliation
-
4.1
Profitability Management Cloud Service Reports
& Analytics
-
5
Operations
-
5.1
Scheduler Services
- 5.1.1 User Roles and Functions
- 5.1.2 Accessing Scheduler Services
- 5.1.3 Define Batch
- 5.1.4 Define Tasks
-
5.1.5
Schedule Batch
- 5.1.5.1 Task Definitions of a Batch
- 5.1.5.2 Execute a Batch and Batch Group
- 5.1.5.3 Schedule Once
- 5.1.5.4 Daily Batch Scheduling
- 5.1.5.5 Weekly Batch Scheduling
- 5.1.5.6 Monthly Batch Scheduling
- 5.1.5.7 Schedule Cron Expression
- 5.1.5.8 Re-start a Batch
- 5.1.5.9 Re-run a Batch
- 5.1.5.10 Edit Dynamic Parameters
- 5.1.6 Monitor Batch
- 5.1.7 Scheduler Service Dashboard
- 5.2 Object Migration
-
5.1
Scheduler Services
- 6 Technical Documents