How to Setup the Tax Provision Blueprint app in a Dev Environment (Step 2)

After you have completed Step 1: KB article "How to Import the Tax Provision Blueprint app in a Dev Environment (Step 1), you are now ready to update metadata and adjust some configurations to meet your specific application requirements.

The following is a summary of the topics to be considered. Please see the attached Word doc. for more detail (the doc. is still being put together).

(1) Update Metadata

• Update the imported scenarios XFW_TXP_Scenarios. Delete what is not required.
• Update the imported Flows XFW_TXP_Flows.
• Update UD1 (Jurisdictions) XFW_TXP_UD1: Remove countries & jurisdictions you are not using. Add countries & jurisdictions that are missing.
• Update UD2 (Data Type) XFW_TXP_UD2.
• Update the imported Accounts XFW_TXP_Accounts.

Please see the KB article "Dimension Member Names - Renaming and Deleting". This will show you which dimension members can be renamed or deleted.

(2) Update Cube Views

• Update Cube Views for the new accounts - specifically for Sch 02, 05, 06 and all the associated row templates.
• Update Cube Views for the any new UD2 members - specifically for Sch 07.

(3) Update Parameters

• Review and update the following parameters:
  • Tax_BaseLevelTimePeriods_TXP
  • WFYearBasePeriods_ML_TXP
  • TimeZone_Footer_TXP
  • SourceFCSTScenarios_TXP
  • FCSTScenarios_Sch1f_TXP
  • Select_Report_Scenario_TXP
  • Select_Report_FCSTScenario_TXP
  • Tax_Countries_NoBase_TXP
  • Tax_Entities_NatGF_TXP
  • Tax_Entities_noNatGF_TXP
  • UD7_Sch05c_NatGF_TXP

(4) FX Rates

• Enter in all the appropriate FX rates.

(5) Update the Schedule / Report PPT Help Files

• Each schedule and report has an associated PPT help file (click on the ? icon) that should be reviewed and updated to be client/application specific.

(6) Confirmation Rules

• Review the Confirmation rules. Delete, update, rename and/or create new ones as necessary.

(7) Security

• Create security groups and attach them to the appropriate dimension members.