Configuration Options

Below are the options you can use while configuration the pcFinancials setup.

Modeler:

• Users for Security Roles - gone
• Dynamic rules - gone

Excel:

• Admin_Tasks - setup gone
• But templates for budget input schedule remain

Re-run the full pcFinancials installation.

Customer MetaData
This where you set up basic configuration for your company including:

• Database connections (you need to get this from your server admin)
• How far back in history you want to load data

Translate AccountType
You can map account categories from the source database to the AccountTypes that are used in pcFinancials.

Entity
The available combinations of entities (companies) and books. Choose which Entities to load.

1. Mapped Objects
   1. You can rename the default ObjectNames and select which models, dimensions and properties you want to include.
2. Mapped Labels
   1. Change labels for specific members from specific dimensions.
3. Member Selection

1. Maintain ETL jobs
   1. This is the list of procedures running in the night load. Maintain which procedures to run in which order.
2. Job Log
   1. The result of all steps running during the complete night load.

1. Closed Periods
   1. Translate fiscal periods to calendar months and business processes.
   2. Choose which periods to update in fact tables.
2. BusinessProcess for different FiscalPeriod
   1. Set default TimeMonth and BusinessProcess for fiscal periods <1 and >12.
   2. Settings in this form will be default values in the ClosedPeriod form.

1. Define Check Sums
   1. Define queries that count or compare different types of data to find errors.
2. Check Sum Log
   1. The result of each CheckSum job.

1. Replace Text
   1. The setup form for cleaning undesirable characters.
2. Replace Text Scan Log
   1. This form shows the result after running sp_ScanText Stored procedure to find undesirable characters.

If any objects are changed since the initial setup, it is important to follow the steps below before running any Maintenance steps.

1. If any views or procedures are manually changed in the pcETL database see how to avoid get them overwritten.
2. If any procedures are manually changed in the pcDATA database see how to avoid get them overwritten.