Creating and running the KPI Variables Update workflow
This procedure is optional. Alternatively, you can assign
values to variables by creating and running a workflow.
- Open Infor OS Portal’s navigation menu.
- In the Applications, select Birst.
- Select Admin > Orchestration.
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Create a new workflow.
- In Workflows, click the Create Workflow icon to create a workflow.
- Name the workflow KPI Variable Update.
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Add a new step.
- Add a task by clicking the Add task to step icon.
- Select Set Variable as the task type.
- Select <Tenant>-CSF-Consumer as the space.
- Select a variable from the list. For example, FSM_ALL_KPI_SUMMARY_ACCT_CHART.
- Specify Variable Value. For example, CP_FIN.
- Repeat step 4 for the rest of the variables listed in the table.
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Run the workflow.
Variable Description FSM_ALL_KPI_SUMMARY_ACCT_CHART Assigns the Chart of Account Structure to be used for CFO dashboards FSM_ALL_KPI_SUMMARY_ACCT_REVENUE Assigns the revenue summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable FSM_ALL_KPI_SUMMARY_ACCT_NET_PROFIT Assigns the Net profit summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable FSM_ALL_KPI_SUMMARY_ACCT_TAXES Assigns the Taxes summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable FSM_ALL_KPI_SUMMARY_ACCT_INTEREST_EXP Assigns the Interest Expense summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable FSM_ALL_KPI_SUMMARY_ACCT_OPER_EXP Assigns the Operating Expense summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable FSM_ALL_KPI_SUMMARY_ACCT_GROSS_PROFIT Assigns the Gross Profit summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable FSM_ALL_KPI_SUMMARY_ACCT_SALARIES Assigns the Salaries summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable FSM_ALL_KPI_SUMMARY_ACCT_HIRING_COSTS Assigns the Hiring Cost summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable FSM_ALL_KPI_SUMMARY_ACCT_CURRENT_ASSETS Assigns the Current Assets summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable FSM_ALL_KPI_SUMMARY_ACCT_CURRENT_LIABILITIES Assigns the Current Liabilities summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable FSM_ALL_KPI_SUMMARY_ACCT_COGS Assigns the Cost of Goods Sold summary account from chart assigned in FSM_ALL_KPI_SUMMARY_ACCT_CHART variable