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: Sc...
Here we will show you how to inactivate an account as of a certain time period. This alleviates the need to delete or move an account, especially if there is historical data. Also, if you are unsure about deleting an account that could have BR’s impa...
The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 51. See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100" Attached is a one tab Excel file that shows all the different entities ...
Attached is a one tab Excel file that shows what text fields are used for each dimension and all the possible text field entries that we use in the Tax Provision Blueprint app.
