Introduction
This document includes information about the new features, other improvements, and corrected known issues implemented in the Clausion FPM 23.06 general availability version.
The previous general availability release is Clausion 24.10.
New Features and Other Improvements
Templates for transparent reporting (BW_DT102 and BW_DT103) open in browser by default
Feature ID: FD-9557
The showinbrowser element value has been updated to “true” by default for BW_DT102 and BW_DT103 templates. The default “true” value means that with BW_DT102 and BW_DT103 templates, drill-down opens by default in browser instead of the application. However, you can always change the setting according to your needs. To edit the value, go to Template Management, select either of the two templates, and click Edit Template. When you have the template open, navigate to settings → transparentreportingsettings → showinbroswer [true]. Change the value. In other templates, this setting is “false” by default, i.e., they open in the application by default.
Counter unit cannot be same as unit having Internal account for a Predefined template.
Feature ID: FD-8776
You get a validation message if Unit and Counter unit are the same for 20000 series with internal account. However, please note that any calculations like Automatic Counter Entries (ACE) will still be added even if Unit and Counter Unit are the same. In addition, the sheet for calculated rows that have the same combination of data does not return a validation message.
A possibility to receive an email of the error rows from integration runs
Feature ID: FD-7894
You can now receive an error report to your email when performing integration run procedures. To receive the report, go to Integration Management screen and insert your email address to the new Email field in the Basic Options section. The error report is sent according to the content of the FMINTEGRATIONFINALERRORROW table.
"Show only input units" added to the Select Units for Organization selection screen
Feature ID: FD-7420
A checkbox labelled "Show only input units" has been added to the Select Units for Organization selection screen. To access this selection, open a template and click Selections to open the Selections view. On Organisation field, click the ellipsis button next to open the selection screen.When you select "Show only input units", only input level units will be displayed on the list below. When it is not selected, all units are displayed.When you open a new template, the checkbox will be unchecked by default. In addition, the checkbox will remain checked when you switch from one hierarchy to another in the application. In that case, the input units in the hierarchy which you switched to are displayed.
New variable %DOCUMENT NUMBERS%
Feature ID: FD-7411
You can now have the document numbers included in the database visible in the input or report sheet with a new custom parameter %DOCUMENT NUMBERS%. You can add the parameter in Template Management by selecting “document” as the dimension type and adding the document numbers in <dimensionudids>.Added document numbers will appear in the headers of their respective data columns. There is no specific limit for the amount of the added document numbers, however, they must be valid, i.e., present in the database. Otherwise, you get a validation message on the input/report sheet opening.
Web Client: "lock for selection" added
Feature ID: FD-1284
You can now pin the Selection view with a new Pin/Unpin button placed at the bottom right side of the Selection view. The button is a pin icon similar to the locking button in the UI tree view on the left. When pinned, the Selection view remains visible when you open another template. You can unpin the view by clicking the button again.By default, the Selection view is unpinned. Whenever you log in or out of the FPM application, the Selection view returns to the default unpinned state. The template position will automatically adjust when the Selection view is pinned or unpinned so that all rows are visible when the view is left open.
Internal Data Transfer (IDT) using group currency amounts as source
Feature ID: FD-126
You can execute Internal Data Transfer (IDT) with group currency as the source by selecting group currency as the IDT source on the Source Options 2 tab. When IDT is executed with group currency as the source, Input Data Calculations (IDC) calculate the unit amounts on the basis of the transferred group amounts instead of calculating the group amounts on the basis of the unit amounts which usually is the case.Note! For now, there are no markers visible after the IDT showing what was the source used for the IDT. Information on what was used as the source for IDT may be relevant if errors occur during the process, and therefore, it is recommended to keep track on the options used for IDT.
Corrected Known Issues
Issue ID | Issue | Resolution |
|---|---|---|
FD-9019 | Dynamic Reporting: The DRUnitName formula does not work when using lowercase letters in the language code. | Formula =DRUnitName(0,PC,2021,fi) can now be resolved with the language code “fi” written both with lowercase letters (“fi”) or uppercase letters (“FI”). |
FD-1652 | Clausion FPM Web Client: Copy from Excel, where column width too narrow | You can copy and paste data to a FPM worksheet from Excel and even from an Excel cell showing number in format ### or E+01. In case the FPM worksheet cell has a limited width, you see the data by hovering the cursor over the cell or by expanding that particular cell. |
FD-1626 | Clausion DR for FPM: DR tab is not added in certain cases | The DR tab appears in Excel now even when the configuration file has special characters, e.g., brackets, in its name.Note! An exception to this is the special character & or ampersand. A file including the ampersand in its name does not work because ampersand is used as a keyword or tag ( ) in HTML. |