Setting Manager Overview

As mentioned Board FC Application can be tailored to fit any potential Customer specific requirement. Nevertheless, the most common Consolidation functions are natively included in the Application and don't require any implementation, but the settings of some basic attributes.

 

These attributes must be defined both to run consistently the consolidation process and to face specific customer requests.

The setup of the Board FC Application starts just from the definition of these attributes through a specific Capsule named BFC Admin.

 

We would suggest to follow the order as indicated in the Menù even if, you'll soon realize that it could be necessary to jump back and forth to adjust some settings or re-run batch processes.

 

 

Quick Menù Description

 

image128.jpg Process Manager Link ( Go To Process Manager Capsule) 
 
Application Setup
General Settings , Calendar Settings  and Audit Trail Settings .
 
Account Settings
Definition of the Account attributes and Grouping. Definition of Plug Accounts.
 
Organization Setup
Creation of Reporting Units and Consolidation Scopes and related attributes
 
Movements
Definition and or Creation of Movements and their attributes
 
Custom Dimension
Definition of Custom Dimensions and Investment Cost items
 
Update All Settings
During the definition of the attributes as per sections above, it is very likely that you must run procedures to setup properly all the back-end settings.
This can be done step by step (section by section) or all such processes can be launched All together using this button.