Clausion FPM default UI blocks begin with BW and Clausion FPM content package blocks with P. Do not make any changes to these blocks. If you want to use a default or content package UI block as a basis for a customer-specific block, make a copy of the block and then make the changes to the copied block. Finally, the customer-specific block needs to be attached to necessary user roles.
Clausion FPM and content package default UI blocks are described in the following table:
UI block ID |
Content |
|---|---|
0FAVOURITES |
User selections (favourites and language set up) |
BWAdminTemplates |
Clausion FPM basic input and report templates |
BWAdminBasic |
Basic information related to maintenance, e.g. chart of accounts, currencies, user interface |
BWAdminEnvironment |
Automatic entries (calculation rules) and other parameters |
BWAdminData |
Input Data Calculation and data transfers |
BWAdminYearly |
Tasks to be performed in turn of year |
P_ISBSUnit |
Unit-level input and reporting of income statement and balance sheet |
P_CFUnit |
Unit-level input and reporting of cash flow statement |
P_Notes |
Unit-level input and reporting of notes |
P_ComparativesUnit |
Unit-level comparative adjustments and reporting of standard changes |
P_ISBSCons |
Group-level input (eliminations) and reporting of income statement, balance sheet and notes |
P_CFCons |
Group-level input (eliminations, company arrangements) and reporting of cash flow statement |
P_ComparativesCons |
Group-level comparative adjustments and reporting of standard changes |
P_OpeningBalanceTransfers |
Opening Balance Tasks to be performed in turn of year |
P_CreatingCFOpeningBalances |
Cash Flow Tasks to be performed in turn of year after Opening Balance Transfer |
P_FasComp |
Input of FAS-adjustments and reporting according to FAS |
P_FasCons |
Group level reports according to FAS |
You can add input and report templates to the system and manage them in the Input and Report Templates view.
The file names of Clausion FPM default templates begin with BW and the file names of Clausion FPM content package templates with P. Do not make changes to these templates. If you want to use a default or Package template as a basis for a customer-specific template, make a copy of the template, modify, and save it with a different name.