Attached is a 10 tab Excel file that shows which member names can be renamed, deleted or not changed at all. It also indicates if the member name is used in CV's, BR's, Dashboard objects or in Data Management. It looks at the following dimensions: Scenario Entities Accounts Flow UD1, UD2, UD3, UD4, UD7 and UD8   ... View more

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 147. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" See KB article: "Form Template Groups & Profiles" Form Templates The Tax Provision Blueprint Form Templates are used for Tax Forms/Schedules and are used in the Workflow Profiles. Several Form Template Groups are used to break down the schedules into smaller groups so that several specific Form Template Profiles can be created and attached to the different types of workflows that are possible.       All the Form Templates are of the Form Type “Dashboard”. Dashboards allow greater flexibility in how the schedules are rendered to the user.     ... View more

Attached is a 4 tab Excel file that has many sample Excel formulas. It shows you how to reference the 18 dimensions in order to pull or push data as well as pull in metadata attributes. Areas of examples include: XFSetCell  /  XFGetCell  /  XFGetMemberProperty  /  XFGetRelationshipProperty  /  XFGetMemberInfo. This is an excellent file to help you get up and running quickly using Excel formulas.   ... View more

Here is a list of  "KEY"  KB articles with 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   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 Feature       ... View more

This relates to release PV7.3.0  SV100. On Schedule "06a Deferred Tax Source Gross", input is available on the rows for Tax Losses and Tax Credits for the columns Deferred Other 1 and Deferred Other 2. Reason: The column in the Cube View for Deferred Other 1 & 2 was renamed and we forgot to update the reference in the row template cube view where we override those columns. Before the Fix: Fix: Take the following column header name: Open the CV "Rows_Sch_06_TXP" Go to the following two rows and on the Column Overrides tab and add the ", TXP_DefOtherNonDscr_GI" on the row for "Column Range". It can be anywhere on the row. I put it just after the old column name.  TXP_TaxLossesCF_Base TXP_TaxCreditCFTotal_Base And update these two rows:   After the Fix:   ... View more