Predefined job templates

To speed up job definition, assignment, and completion, Planning Business Modeler includes several predefined templates for jobs that perform common business tasks.

In This Section

About Calculation Rule jobs

Describes the template for defining jobs that are based on user-defined business rules.

About Consolidation jobs

Describes the template for defining jobs that perform financial consolidation with shares calculation.

About Currency Translation jobs

Describes the template for defining jobs that perform currency conversions.

About Data Export jobs

Describes the template for defining jobs that export data to an external data destination.

About Data Load jobs

Describes the template for defining jobs that load data into the application database.

About Data Movement jobs

Describes the template for defining jobs that move data between models according to the requirements of a model association.

About Intercompany Reconciliation jobs

Describes the template for defining jobs that identify intercompany transactions.

About Shares Calculation jobs

Describes the template for defining jobs that calculate ultimate percent of ownership and ultimate percent of consolidation.

Related Sections

How do I create an association to move data between models?

Provides links to information that is required to create an association. This includes background information about models and associations, and systematic procedures for performing required tasks.

How do I export data with an outbound rule?

Provides links to information that is required to export data with an Outbound rule. This includes background information about model properties and dimension structures, and systematic procedures for performing required tasks.

How do I customize a Currency rule template?

Provides links to information that is required to convert currencies with Currency Translation rule. This includes information about how to customize the rule template, background information about model properties, and systematic procedures for performing required tasks.

How do I customize an Intercompany Reconciliation template?

Provides links to information that is required to perform intercompany reconciliation. This includes information about how to customize the rule template, background information about model properties, and systematic procedures for performing required tasks.

About system-defined rules for financial models

Describes the system-defined rules that calculate values for Opening Balance jobs.

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