Defining the model

Model Builder provides a streamlined workflow for creating a custom CPM model from the standard PM_ views. If using Model Builder, see "Model creation" in this guide for detailed instructions.

Some Infor source systems include hierarchy (parent child) relationships in the CodeDefinition BODs to automatically create a simple parent-child hierarchy for the Unit and any custom dimensions. You can use Architect's standard capabilities to create hierarchies after building the CPM model.

If the application has multiple currencies:

  • Model Builder uses an exchange factor of 1.0 during consolidation.
  • Use Architect to set the currency for each unit. Only one currency is allowed per unit.
  • Use Model Builder to set the translation method (multiply or divide) for each currency in use. Note that source systems commonly send exchange rate multipliers.
  • Use Architect to select the translation method for the rate associated with Income Statement schedule lines. See the Infor CPM Consolidation User Guide for detailed information about currency translation methods.
  • Use OpenLink to load exchange rate data.
  1. Pause BOD processing by disabling the inboxMonitoring property for the CPM BOD service.
  2. Define a model to match the periodicity and dimensionality within the source system.
  3. Define and run a structure import from the PM_ views in the CPM BOD database. You can use the Model Builder or Architect's Import Structure Wizard to perform this step. Verify the structure within the CPM model.
  4. Define and run a data load from PM_AmountDataView in the CPM BOD database. You can use the Model Builder or OpenLink to perform this step. All users with access to the CPM model can run OpenLink data loads that connect to the CPM BOD database data source. Load SourceSystemGLMovement BOD data with these settings:
    1. For Profit and Loss Account Amounts, specify Period activity.
    2. For Balance Sheet Account Amounts, specify Period movement.
    3. Select these processing options:
      • Perform in-batch accumulation of data for same cell.
      • Overwrite stored data.
      • Reverse sign on credit.
  5. Open the Manage Data Sources page and create a model data source if one has not already been created.
  6. In View Manager, create the views and reports.
  7. Set up a CPM Workstation application.
  8. In OpenLink, load currency exchange rates for multi-currency models. You can load from the PM_ExchangeRateDataView in the CPM BOD database if CurrencyExchangeRateMaster BODs were sent.
  9. In CPM Workstation, consolidate and verify the data.
  10. Optionally, you can define drill through to journal detail from reports with local untranslated data. Verify that the journal detail ties out with the summarized data.
  11. Open the Set Properties page to enable the inboxMonitoring property for the CPM BOD service. BOD processing resumes.