FCC: Key User (2 days)
Audience
Key users.
Learning Objectives
Enable Key Users to engage with FCC and understand various methods of data entry, how to run consolidations and report on data in Oracle’s Financial Consolidation and Close (FCC) applications.
Course Description
An in-depth introduction to FCC covering everything that key users need to know to work effectively with FCC.This course explores FCC dimensionality and how data can be entered, loaded, adjusted, translated, consolidated and then analysed using data forms, dashboards, financial reports and ad-hoc spreadsheet analysis.
Explore the look, feel and functionality of the FCC interface. Gain familiarity with the menu structure, clusters and cards available for navigation. Find out about the close process and discover how to submit and approve close tasks. Learn about creating and submitting journals and how to enter and report on Intercompany balances.
Get an understanding of the submission workflow and find out how to trigger business rules to run consolidation and other calculations. Create smart forms and custom dashboards. Perform ad-hoc analysis and learn how to write functions in Smart View and run Financial Reports.
Course Information
Audience: Key users
Duration: 2 days
Pre-requisites: None
Delivery method:
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Classroom: Private - In Person or Live Online (contact us to schedule)
Advanced preparation: None
Recommended CPE credits: 14 credits
Day Summary
Day 1: Overview, navigation, FCC dimensionality, the close process, intercompany processing, working with journals.
Day 2: Consolidation, calculation, translation, exchange rates, manage approvals, data forms, Smart View ad hoc analysis and functions, running Financial Reports.
Detailed Agenda
FCCS Overview
Navigating FCCS
Setting the Point of View
FCC Dimensions
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Metadata and Smart View
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Review Seeded Dimension Members
Navigation Flows - Navigation flows allow custom views of clusters and cards.Cards can be setup to access other cloud services e.g. PBCS
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Customized Clusters & Cards
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Infolets
The Close Process
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Loading Data using Data Management
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Running Calculations
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Review Income Statement
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Review Balance Sheet
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Entering Balance Sheet Movements
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Review Cash Flow
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Entering Supplemental Data
Intercompany Processing - Enter and review intercompany balances by running the
pre-built Intercompany Matching Report
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Elimination
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Matching Reports
Working with Journals - Create, submit, approve and post journals. Run pre-built Journal reports and track the journal using the Data Source dimension
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Journal Templates
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Create Submit & Post Journals
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Journal Reports
Consolidating Data - Calculation, translation and aggregation of data
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Review Exchange Rates
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Translation Settings
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Calculation Status
Manage Approvals Data Forms
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Composite Forms
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Smart Forms
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Customising Dashboards
Smart View
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Data Forms
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Smart View OptionsAd Hoc Analysis
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Setting the POV
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Zoom in/ Out
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Keep/ Remove Only
Writing Smart View Functions
Smart View Extensions - Extensions are downloaded to provide additional functionality when working in Smart View
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Close Manager
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Entering Supplemental Data
Financial Reports - Create management and statutory reports and books of reports
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Running Reports
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Working with Books
Register
This course is offered through our strategic partnership with Keyteach, using state-of-the-art technology and a live Cloud environment for hands-on labs. Contact us to schedule a private class, or view the public class schedule.
