RKSOFT IT TRAINING

Introduction to Financial Management

• About Oracle's Enterprise Performance Management Suite

• Financial Management Solution

• Financial Consolidation, Reporting, Analysis and Product Components

• Financial Management Architecture

Navigating in Financial Management

• Logging On to Workspace

• Financial Management Applications Overview

• Opening Applications

• Navigating Financial Management

• Selecting Memberst

• Setting the Point of View

Managing Dimensions with Performance Management Architect

• Dimension Library

• Creating Dimensions

• Creating Dimension Members

• Property Value Inheritance

• Creating Alternate Hierarchies

• Managing Members

• Working with Grid Editor

• Setting Up Languages

Importing Dimensions from a File

• About Metadata Load Files

• Formatting Metadata Load Files

• Setting Up Dimensions

• Managing Languages

• Loading Metadata

• Viewing Job Status

• Loading Metadata with Interface Tables

Creating and Deploying Applications

• Creating Applications

• Working with Local and Shared Dimensions

• Configuring Application Settings

• Deploying Application Process

• Validating Applications

• Deploying Applications

• Viewing Job Status

• Creating Classic Applications

Configuring Accounts and Custom Dimensions

• About Accounts and Custom Dimensions

• Setting Up Account Types and Hierarchies

• Setting Up Accounts and Custom Dimensions

• Auditing Account Data

• Intercompany Account and Other Account Properties

Setting Up Entities, Calendars, and Scenarios

• Setting Up Entities

• Setting Up Calendars

• Setting Up Scenarios

Loading Data

• Formatting Data Load Files

• Loading Data Files

• Extracting Data

• Copying and Removing Data

Entering Data Using Data Grids

• Accessing Data Grids

• Setting Up the Grid Layout and Display

• Saving Grid Settings

• Entering Data

• Spreading and Calculating Data

• Adding Cell Text and Line-Item Detail

• Using Data Grids in Smart View

Creating Member Lists in Financial Management

• About Member Lists

• System and User-Defined Member Lists

• Creating Member Lists

• Identifying Member Lists in a File

• Creating Static Member Lists

• Creating Dynamic Member Lists

• Loading and Extracting Member Lists

Managing Rules With Calculation Manager

• Calculation Manager Overview

• Creating Formulas

• Creating Rules

• Creating Rule Sets

• Deploying Rules

• Importing and Exporting Calculation Manager Objects

Setting Up Security

• About Levels of Security

• Provisioning User and Group Security

• Application Settings for Security

• Data Access and Document Access

• Assigning Access to Security Classes

• Running Security Reports

• Loading and Extracting Security

Creating Data Forms

• About Data Forms

• Accessing the Form Designer

• Defining the Point of View

• Defining Columns and Rows

• Formatting Columns and Rows

• Using Data Forms in Smart View

Creating and Managing Task Lists

• About Task Lists

• Creating Task Lists

• Adding Items to Task Lists

• Organizing Task List Items

Entering Intercompany Data

• Intercompany Transactions Overview

• Intercompany Elimination Process

• Setting Up Entities and Accounts for Intercompany Data

• Creating and Running Intercompany Matching Reports

• Formatting Intercompany Reports with Oracle BI Publisher

Adjusting Data with Journals

• Journals Overview

• Opening Periods for Journal Entry

• Journal Balance Types

• Creating Journal Templates and JJournals

• Enter Data in Journals

• Managing the Journals Review Process

• Creating and Running Journal Reports

• Managing Journals in Smart View

Translating Data

• Data Translation Overview

• Entering Exchange Rates

• Checking Translation Status

• Translating Data in Data Grids

• Custom Translations Overview

Running Consolidations

• Consolidation Process Overview

• Managing Ownership Percentages

• Checking Consolidation Status

• Consolidating Data

• Setting Up Organization by Period

Managing the Review Cycle Using Process Management

• Process Management Overview

• Enabling Process Management

• Managing Phased Submission

• Viewing Process Units

• Validating Process Units

• Moving Process Units Through the Review Cycle

• Locking and Unlocking Data

Managing and Migrating Applications

• Viewing Logged On Users

• Logging Users Off the System

• Adding Years to Applications

• Configuring Application Modules and System Settings

• MIgrating Financial Management Applications

• Migrating Performance Management Architect Artifacts

• Migrating User, Groups, and Security Access

• Creating Application Snap Shots

Analyzing Data Using Smart View

• Smart View Overview

• Connecting to a Data Source

• Viewing Data with the Ad Hoc Analysis Tool

• Suppressing Data

• Formatting Data

• Calculating, Translating, and Consolidating

• Creating Analyses Using Query Builder