About this guide
This guide provides information on setting up, configuring, and maintaining Infor Dynamic Enterprise Performance Management™ d/EPM. These are the d/EPM applications:
- Infor Financial Consolidation
- Infor Budgeting & Planning
- Infor Strategy Management
Infor Financial Consolidation consists of a web component and a Windows client. The information in this guide documents the features and interface of the Windows client.
Intended audience
This guide is for Infor Consulting Services (ICS) and administrators responsible for implementing the d/EPM applications.
Organization
This table describes the sections of this guide:
Section | Description |
---|---|
Overview | This chapter describes the applications. |
Database setup and administration | This chapter describes creating and upgrading the databases. This chapter also describes setting up the navigation menu. |
Strategy Management and Workforce Budgeting server administration | This chapter describes the server administration pages for Workforce Budgeting and Strategy Management. |
Workforce Budgeting administration | This chapter describes the tasks for setting up and maintaining the Workforce Budgeting sub plan. |
Cash flow set up for Budgeting & Planning | This chapter describes setting up cash flow for Budgeting & Planning. |
Setting up multi-level consolidation in Financial Consolidation | This chapter describes the steps that you must perform to configure the multi-level consolidation in Designer and to configure the consolidation processes in Financial Consolidation. |
Financial Consolidation data model | This appendix describes the data model of Financial Consolidation. |
Working with Designer | This appendix describes how to log on to Designer, basic elements of the Designer user interface, and basic information on how to administer dimensions and cubes. |
Configuring consolidation types and consolidation rules in Designer | This appendix describes how to configure consolidation types and consolidation rules in Designer. |
Interface of the Financial Consolidation server | This appendix describes the interface of the Financial Consolidation server. |
Financial Consolidation project settings | This appendix describes the tool for the Financial Consolidation project settings. |
XML import file schema | This appendix describes the XML import file schema for the journal import in Financial Consolidation. |
BOD integration | This appendix describes the BOD integration types. |
General information
Although we mention specific names for menu navigation, dimensions, members, and attributes throughout the documentation, these names can be customized by your administrator.
Throughout this guide, the terms element and member are interchangeable, as are the terms leaf and base.