Introduction to Financial Close Management
About Oracle’s Financial Close Management
Product Features
Close Process Administration Overview
Product Architecture
Setting Up the System
Defining Years
Defining Periods
Configuring System Settings
Managing Custom Attributes
Assigning Security Roles
Managing Templates
Creating Templates
Viewing Templates
Editing and Deleting Templates
Embedding Templates
Validating Templates
Creating Tasks
Creating Tasks in Templates and Schedules
Setting Up Workflow
Creating Tasks Hierarchies
Cutting and Copying Tasks
Deleting Tasks
Setting Up Task Types and Integration Types
Describing Task Types
Creating Task Types
Describe Integration Types
Importing Integrations Types
Viewing Integration Types
Managing Applications
Importing and Exporting Tasks and Task Types
Task Import File Format
Task Type Import File Format
Importing and Exporting Tasks
Importing and Exporting Task Types
Filtering Tasks
Performing Batch Updates
Creating and Managing Schedules
Creating Schedules Manually
Creating Schedules from Templates
Assigning Calendar Dates with Date Map
Selecting Predecessor Task Links
Overriding Task Parameters
Validating Schedules
Manage Schedules
Managing Tasks
Updating Task Information
Viewing Related Tasks
Viewing Task History
Submitting, Approving, and Rejecting Tasks
Force Closing and Aborting Tasks
Managing Alerts
Viewing Schedules and Reports
About the Finance Calendar Views
Filtering the Finance Calendar Views
Adding Dashboard Controls
Customizing the Dashboard Layout
Creating and Viewing Reports
Creating and Viewing Report Binder
Description:
This Oracle Hyperion FCM 11.1.2: Close Manager Administration Ed 1 training teaches you how to manage the financial close process using Financial Close Management. Work with expert Oracle University instructors through a combination of interactive instruction and hands-on exercises that reinforce new concepts.
Learn To:
Assign security roles and task access.
Create and import tasks and task types.
Manage schedules.
View schedules.
Create reports and report binders.
Define periods, years, and custom attributes.
Benefits to You
When you walk away from this course, you will have developed the skills to set up the years and periods, create tasks and assign users to tasks and define templates for different close processes. You'll also know how to generate schedules from templates, manage tasks and schedules and create reports and report binders to report on the close process.
