Is Tax Provision Compatible with Version 8 (v8)?

[RobDessureault]

The most currently release of Tax Provision Blueprint (PV7.3.0 SV100) is compatible with version 8 (v8).

Tax Provision releases prior to PV7.3.0 SV100 (PV6.2.0 SV300):

Release PV6.2.2 SV300 is not compatible with version 8 (v8).

Based on our testing, prior releases would only need a minor tweak in your business rules (BR's) where you reference a "Literal Parameter".

You would first need to upgrade your OneStream platform to version 8. From there, you will need to compile all your business rules (BR's).

A list of error messages will be generated. For Tax Provision, you should get the following "Warning" message:

CASE 1:

As long as when you upgraded your OneStream platform to version 8, you let the Tax Provision Dashboard default to the following location: Workspace / Default / Maintenance Units / XFW Tax Provision (TXP)

The fix is to replace all the "old" references to get a literal parameter as follows:

The default workspace is just an empty Guid, so if you aren't using a custom workspace, Guid.Empty should work as the 3rd parameter while keeping everything else the same.

CASE 2:

If you are using a non-default workspace, the DashboardExtenderArgs has a property to get the workspace, for example using it like this:

BRApi.Dashboards.Parameters.GetLiteralParameterValue(si, false, args.PrimaryDashboard.WorkspaceID, "[YOUR DASHBOARD PARAMETER NAME GOES HERE]")

Example:

I want to get the literal parameter that is stored in a "non" Default Workspace.

Note: The BR syntax that we are using below is only available starting in version 7.4.0

The syntax would be as follows:

And if I write the "TestWorkspace" to the error log, I get the correct literal parameter:

There will be several of these cases throughout all the business rule (BR) files.

Note: If you have made additional customized enhancements to a prior release of Tax Provision, there may be other changes that are required to be v8 compatible.