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pcfinancials:admin:cyni

CYNI - Current Year Net Income

Using CYNI Business Rule will get your monthly BalanceSheet always balanced.

  1. Login Modeler → your application → CheckOut Account dimension.
  2. Members tab → create CYNI row and make sure:
    1. AccountType = Equity
    2. RNodeType = L
  3. Save
  4. Go to Account dimension's Hierarchy tab → drag CYNI to BalanceSheet account.
  5. Save and Deploy
  6. CheckOut Financials model → Business Rules - New Rule
    1. Label = CYNI
    2. Type = Library
    3. OK
  7. Click on Insert a new business rule step
  8. Business Rule Selector → select Copy Account To Account → OK.
  9. Business Rule Editor:
    1. Label = CYNI
    2. Label = CYNI
    3. DstMember = browse to CYNI account from Balance Sheet
    4. ScrMember = browse to Income Statement
    5. Time = Time
    6. ToDateOption = YTD
    7. When you click on close, it will popup ask you whether you would like to save it. Click on Yes.
  10. Select the scenario, Time & Entity (leaf levels & for time, pls select only 1 year period) in the TestValues column.
  11. Click on Save → click on Run Rule.
  12. Rule execution completed successfully.


How does the CYNI BusinessRule show in Balance Sheet Reports

Example of 2013, Actual, EPIC03

Net Income Report:

Balance Sheet Report:

pcfinancials/admin/cyni.txt · Last modified: 2018/03/15 02:29 by pcevli