Adding records to a model

Business objects are groups of the structural records of a model, such as entities and accounts. Business objects can be categorized as standard objects, module-specific objects, and custom objects.

All records of a business object are called business object records. A business object record usually has an ID, a name, an OLAP ID, and depending on its purpose, additional properties. The ID is the unique identifier of a business object record and is used, for example, to identify whether it is a new record or an existing record during import or upload. Thus it usually matches the ID of the record in the source system.

The OLAP ID represents the element in OLAP once the record is published and usually matches the ID but needs to respect element restrictions of OLAP. It is generated automatically by Business Modeling during creation, but on purpose, it is not adjusted automatically in case the ID is edited manually. If you must adjust the OLAP ID manually, you can make it visible in the grid using the Manage Properties option.

Custom business objects include ten analysis dimensions and three segments, which you can rename and use as you require. For example, Business Units are not standard business objects but you might rename Segment 1 to represent Business Units.

You can add to a model by one or more of these methods: manually, by importing from the integration database, or by uploading from a file. Exceptions are currencies and calendars, which you select from tables that are delivered with the Infor d/EPM business application. In a typical implementation, a variety of data sources is used.

Business Modeling is provided with a standard set of currencies and their ISO codes. Currencies cannot be added or removed, only activated or deactivated.

Standard business objects

This table shows the standard business objects:


Object	Add	Import	Upload
Entities	Y	Y	Y
Accounts	Y	Y	Y
Asset categories	Y	N	Y
Schedules	Y	Y	Y
Cash flow accounts	Y	Y	Y

Module-specific business objects

This table shows the module-specific business objects:


Object	Add	Import	Upload	Module
Groups	Y	Y	Y	Consolidation
Group Accounts	Y	Y	Y	Consolidation
Cash Flow Group Accounts	Y	Y	Y	Consolidation

Custom business objects

To configure custom business objects, select Manage Model > Business Objects Configuration. This table shows the custom business objects that are available:


Object	Add	Import	Upload
Custom Details	Y	N	Y
Segments 1 -3	Y	Y	Y
Analysis Dimensions 1-5 and 7-11	Y	Y	Y
Organizations	Y	Y	Y

Note: Before you can add or upload custom details, you must create at least one hierarchy.