Infor Enterprise Performance Management Business Modeling User Guide (Cloud and On-premises)

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Overview of Business Modeling
Navigating the grid
Business objects
Entities
Accounts
Mapping accounts to Financial Consolidation group accounts
Formatting values
Custom properties of business objects
Adding custom properties
Process example
Adding records to a model
Defining the calendar
Base period and base year configuration
Managing currencies
Specifying the default reporting currency
Adding rate sets for Consolidation
Custom details
Creating hierarchies for custom details
Uploading records from a file
Adding records manually
Importing records from the integration database
Balance Sheet, Profit and Loss, and Cash Flow accounts
Defining the Balance Sheet and Profit and Loss accounts
Enabling and defining Cash Flow
Schedules and schedule details
Loading default schedules and details
Migration of Budgeting & Planning schedules
Creating a schedule
Creating a schedule grouping
Creating a schedule detail
Adding a schedule to an existing group
System-generated detail elements
Subtotals
Adding a subtotal
Editing a subtotal
Deleting a subtotal
Metric management
Foundational metrics
Mapping KPI Account Groups to financial accounts
Calculated metrics
Manage KPIs
Adding metrics manually
Uploading metrics
Deleting metrics
The integration database
Integration management
Importing data to a model
Infor Financials & Supply Management
Importing data to Financial Reporting
Report management
Adding a custom report
Adding custom reports to Favorites
Editing report properties
Model management
Publishing a model
Minimum configuration
Exporting a model
Import and Reset options
Importing and publishing a model
Resetting and publishing a model
Adding and renaming business objects
Activating and deactivating modules
Database alignment
Aligning the Financial Consolidation and journal databases
Creating write and read-only entity data roles for Financial Consolidation
Enabling context-driven data protection for Financial Consolidation
Overview of MDAC cubes and linked data cubes
The effect of status changes on database security
Financial Consolidation module features
Configuring Core
Managing calculation rules
Configuring the Landing Page
Configuring Profit and Loss
Configuring Balance Sheet
Configuring Cash Flow
Configuring Processes
Managing eliminations
Enabling processes
Registering and enabling a custom process
Deleting a custom process
Configuring Sequences
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