PERFORMANCE CANVAS

The Best Practice in Financial Control - EPM, CPM, Budgets, Reports, Plans, Dashboards, KPI Management, Scorecards & Consolidation

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You are here: Performance Canvas » pcFINANCIALS » tech » installguide » Step 5. Set up GL IncomeStatement & BalanceSheet reports and verify end-to-end against actual report from ERP system

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Installation Overview

Installation Steps

Step 1

Pre-requisites - Important

Step 2

Download Installation Package

Step 3

Configure and Validate Security

Step 4

  1. Install Planner
  2. (optional) Planner Multi-Server Installation
  3. Install and deploy Sample database to verify Planner works properly
  4. Insert Planner license key
  5. Upgrade Planner to the latest version

Step 5

Installation & Configuration of pcFinancials Integration Package

  1. Run pcFinancials
  2. Customer MetaData
  3. Linked Script
  4. Entity
  5. Mapped Object
  6. Member Selection
  7. AccountType Translate

Step 6

Install Planner Excel client add-on


Basic Configuration

  1. Set up security & users in modeler
  2. Set up Database Locks for open budget and forecast periods
  3. Configure hierarchies
  4. Deploy (Please Save & CheckIn before you deploy to make all the changes effective.)
  5. Set up GL IncomeStatement & BalanceSheet reports and verify end-to-end against actual report from ERP system
pcfinancials:tech:installguide:basicconfig5

Step 5. Set up GL IncomeStatement & BalanceSheet reports and verify end-to-end against actual report from ERP system

pcfinancials/tech/installguide/basicconfig5.txt · Last modified: 2015/07/20 08:36 by pcevli

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