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OneStream Tax Provision
Platform v8+ Upgrades
Recent Content
-- START HERE -- Links to the "Key" KB articles -- Tax Provision
Here is a list of "KEY"KB articleswith links. Many of the below KB articles contain links to other KB articles. Summary of the Tax Provision Functionality by Version What Types of Tax Provisioning Can Be Done Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100 Miscellaneous Information - Package Content Naming How to Import the Tax Provision Blueprint app in a Dev Environment (Step 1) How to Setup the Tax Provision Blueprint app in a Dev Environment (Step 2) What are the Necessary Activities to Start a New Tax Provision Year - "Actual" What are the Necessary Activities to Start a New Tax Provision Year - "Forecast" How to Save your Tax Provision Cube POV Where are the Tax Reports? How do I Get to the Tax Reports? SAMPLE FORMS -- Links to all the Sample Forms KB articles Design Assumptions Glossary Tax Cube Setup - XFW_TXP Create New FX Rate Types Metadata Components - Overview Business Rules - Overview Home Page Reports Sample Reports - Overview Data Integration Dashboards Schedules & Reports - PPT Help Files Workflow Forms/Schedule Notes Workflow Profiles Form Templates Cube Views Parameters Security Troubleshooting the Schedules Debugging a Dashboard Error Message - Cannot Determine the CubeRoot Profile that Workflow Profile [XFW_TXP_NotUsed] Bug - Schedule "03 FC Tax Attributes" - Linked CV Bug - (v8.0 & v8.1) - Load/Extract Screen - Extract Exceeds File Size Limit Bug - Schedule "06a Deferred Tax" - Input Open on Tax Losses and Tax Credits Bug - Schedule 07 Tax Account Reconciliation Translation Rule Bug - Translation Issue with Account "TXP_TxRperGL" Is Tax Provision Upgradeable? Is Tax Provision Compatible with Version 8 (v8)? How Do I Know What Version of Tax Provision I Am Using? Adding the Refresh Button To a Toolbar Using a Time Profile With Weeks Remove the Word "Blueprint" Data Copy - What Happens When Different Entity Currencies are Involved? How to Create a "Sort" Check Box in our Dashboards (used in schedules or reports) Activating the "In Use" Metadata FeatureBug - Translation Issue with Account "TXP_TxRperGL"
This relates to releasePV7.3.0 SV100. You will need to apply this fix to the OpenPlace solution. This fix was discovered by Julien Coudrette from Finit Solutions. Thank you Julien for bringing this to our attention. CSRC case #CSRC0109897 Issue: The TXP_TxRperGL account (Ending GL Balance) translates all UD2 Balance Sheet members using the average rate on a Periodic basis. This means that the Balance Sheet UD2 members are translated incorrectly. Metadata Setup: The Account member setup: Account Type: Asset The Flow member setup: (uses the Average rate and translates periodically - this is fine for the P&L accounts - UD2#TXP_TXRecTotalExpense.Base) The UD2 member setup: Need to provide a way to translate the Balance Sheet UD2 members using the Closing rate Fix: Go to the Finance rule "TXP_BusinessRules". Go to the section "Schedule07TaxAccountReconciliationTranslation". Add the following syntax at the bottom of the rule. Here is the actual code that you can copy into your BR's: '-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- '-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- '"per GL" Translation fix for Balance Sheet accounts (CSRC0109897) 'A#TXP_TxRperGL -> Account Type = Asset 'F#TXP_TXRec_Input -> Switch Type = True (uses the Average rate and translates periodically - this is fine for the P&L accounts - UD2#TXP_TXRecTotalExpense.Base) 'U2#TXP_TxRecBalanceSheet.Base -> Provide a way to translate the Balance Sheet UD2 members using the Closing rate api.Data.Calculate("V#YTD:A#TXP_TxRperGL:I#None:F#TXP_TXRec_Input:U5#None:U6#None:U8#None = RemoveNoData(V#YTD:A#TXP_TxRperGL:I#Top:F#TXP_TXRec_Input:C#Local:U5#None:U6#None" & _ ":U8#None * " & api.Data.DecimalToText(calcSession.Closingrate) & ")",,,,,"U1#TXP_TotalJD.Base","U2#TXP_TxRecBalanceSheet.Base","U3#TXP_SourceTotal.Base", _ "U4#TXP_TotalNatLoc.Base",,,"U7#TXP_GFEntities.Base",,) '-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- '--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
MarketPlace Solution Content
Business Rules may require changes to ensure compatibility with Platform v8.2 NET8 development framework and this includes Business Rules used in MarketPlace. As such, OneStream will be releasing solution version updates where Business Rule changes were required. Only the most recent version of the solution will be updated to be compatible with Platform v8. There are some solutions which will not be updated because they are either already compatible or they will be moved to OpenPlace or Sunset in 2024.The overview provided in the MarketPlace will indicate whether the solution is compatible with Platform v8.See the attachments for lists of solutions impacted, those which are not, and those that are being Sunset or moved to OpenPlace.
Modern Browser Experience Limited Availability: Now available with your v8+ Upgrade
All new customers to Platform v8+ and those upgrading to v8+ have the choice to enable BrowserUX in their non-prod and/or prod instances. BrowserUX has established browser access to OneStream and provides for the comprehensive end-user experience. For SaaS customers -Modern Browser Experience for Platform Version 8.4+, you no longer need to log a ticket or contact your Customer Success Manager. On Platform versions 8.4+ and later, the Modern Browser Experience will be included with every release. For Self-Hosted customers there is additional configuration required to enable it, which is outlined in the modern browser experience user guide. Please reach out to Customer Support for further assistance. This April 2023 video highlights BrowserUX functionality. The BrowserUX Guide can be accessed at the OneStream documentation site.Bug - Schedule 07 Tax Account Reconciliation Translation Rule
This relates to releasePV7.3.0 SV100. You will need to apply this fix to the OpenPlace solution. This fix was discovered by Julien Coudrette from Finit Solutions. Thank you Julien for bringing this to our attention. CSRC case # CSRC0109262 Issue: An extra line of code to help calculate the translated opening balance account was applied incorrectly. Fix: Go to the Finance rule "TXP_BusinessRules". Go to the section "Schedule07TaxAccountReconciliationTranslation". The issue is with the first BR only. Remove the highlighted row. Your BR should look something similar to this: You can leave the old rule in place, but comment out the lines with a single quote ('). Note: Beware of the syntax - the 2nd line needs the "&"to be replaced with an "_". Here is the actual code that you can copy into your BR's: api.Data.Calculate("V#YTD:A#TXP_TxROpeningBal:I#None:O#Import:U5#None:U6#None:U8#None = " & _ " RemoveNoData(S#" & calcSession.OpenBalScenario & ":T#PovPriorYearM12:V#YTD:A#TXP_TxREndingBalance:O#BeforeAdj:U5#None:U6#None:U8#None)" _ ,,,,,"U1#TXP_TotalJD.Base","U2#TXP_TxRecBalanceSheet.Base","U3#TXP_SourceTotal.Base","U4#TXP_TotalNatLoc.Base",,,"U7#TXP_GFEntities.Base",,)Remove the Word "Blueprint"
The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 457. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" This information is part of the "Instruction Guide" that comes with the Tax Provision Blueprint app as Appendix D. Remove the Word Blueprint We now refer to this app as the Tax Provision Blueprint. This section shows you all the places where we have added in the word “Blueprint” so that you can remove it in your application. Here is an overview where the word “Blueprint” appears: Dashboard: 0_Frame_TXP Dashboard Maintenance Group: Tax Provision OnePlace (TXP) Dashboard: OnePlace_TXP Dashboard Profiles: Tax Provision (TXP) Parameter: ListOfGroupsHP_new_TXP Parameter: HelpAboutSolutionTitle_TXPH Cubes: XFW_TXP / Description Label: lbl_TitleMain3_TXP The above label is used in the following dashboard. If you remove this component, you will need to adjust the “Grid Layout Type” for the number of rows from “8” to “7”. Currently, it is laid out as follows:Dashboard Objects and Associated Parameters
Attached is a one tab Excel file that lists all the dashboards, with all the dashboard components and their associated parameters. This can be helpful to see where specific DB objects / parameters are used throughout our dashboards. Filtering has been turned on for the columns to assist with this activity.OneStream Identity Server (OIS) Content
OneStream IdentityServer is OneStream's new standard for cloud site authentication, facilitating direct SSO integration with any OIDC or SAML2P protocol Identity Providers. With OIS, customers may establish connections to multiple IdPs, leverage secure Native ID authenticaiton, and use Personal Access Tokens for REST API or VBA connections to OneStream. All customers adopting Platform v8 or higher will be integrated with OIS Authentication. Learn more using the following assets: 1. Intro to Identity and Access Management (including OIS) Video 2. Watch the Managing Personal Access Tokens (PAT) Video. 3. Watch the Managing OIDC Identity Providers Video. 4. Read the latest about OIS in the attached Identity and Access Management Guide.7.4KViews0likes1Comment
