Web Client: Optimization of database template fetching

Feature ID: FD-17754

You can now fetch templates faster from the database due to process optimisation. The optimisation was achieved through the following changes:

1. Existing records update upon template update instead of inserting completely new records in the database.
2. Unnecessary refresh calls for template management services are removed.
3. Templates are fetched directly from the database instead of Nhibernate cache.
4. Only the required template is fetched instead of all templates.

Web Client: Favourites section visible by default on Web Client home page

Feature ID: FD-17576

You can see the Favourites view on Web Client’s home page by default without having to set it visible yourself. Favourites are frequently used shortcuts and therefore having them easily accessible by default gives you a smoother and faster workflow. If you want to hide the Favourites view, click the View menu on the top right corner of the home page and click Favourites from the drop-down menu to deselect the view.

Web Client: Supported XBRL Entry Points

Feature ID: FD-15468

In Web Client, supported XBRL entry points are TOLTA, TOLTB, KKOTR, HTOLA, HTOLB and HKOTR.KKNR is not supported XRBL entry point.

Unit selection from desired hierarchy in internal transaction and group level other eliminations input

Feature ID: FD-15011

When you save group level other eliminations documents (type 7 documents), you can select any counter unit in dimension DIM00 or any input unit in dimensions DIM01–DIM09 connected to a datatype in the system regardless of which hierarchy the unit belongs to. When you save internal transaction documents (type 2 documents), you can apply the above and also select any unit for dimension DIM00 as long as the unit is connected to a datatype. With type 7 documents, you can select only units from the first hierarchy (Structure1) in dimension DIM00.Thus, you are now free from maintaining units that you plan to use in other hierarchies within the first hierarchy (Structure1) for dimensions DIM01–DIM09.When you select the units in the Desktop Client, you can see all units connected to the datatype regardless of the hierarchy they belong to on the selection list. In the Web Client, you can select the hierarchy from which you want to select a unit.Previously, in the input templates for internal transactions (type 2 documents) and group level other elimination documents (type 7 documents) in dimensions DIM01–DIM09, you could select only those unit IDs of the selected dimension that appear in the first hierarchy. Note: The value of the CODIM00RIGHTS parameter affects the unit rights. When CODIM00RIGHTS=false, the unit rights are checked according to DIM00 Structure1 with the exception of counter unit which requires no write rights. When CODIM00RIGHTS=true, the user has the right to use a unit if they have write rights defined either in DIM00 or CODIM00 for any role of which the user is a member.

Data Uploader for dimension units

Feature ID: FD-32

You can now use Data Uploader to upload dimension units. With dimension unit upload, you can schedule the dimension updates, i.e., save your time and capacity by automating the dimension update process.Take the following steps to use the data upload for dimension units:

1. Add an integration ID in the Add pop-up window on the integration management screen.
2. Select the structure and dimension.
3. Add mapping details to the Mapping window.
4. See the steps for the upload displayed in the Steps section. You can customise them if needed.
5. On the Integration Run screen, add the integrationdim task for the user interface and define parameters for the task. You can use the built-in Data Upload Dim example. If you add the components manually, the mandatory components are Period, Year, RunUdid, Integration Dimension and Integration Hierarchy. These components are added by default if you select only the Data Upload Dim example.
6. When you have added the components, select the Integration Dimension ID with the integrationname parameter and the Integration Dimension component will automatically pick up the dimension related to the selected Integration ID.
7. Select the desired hierarchy as the Integration Hierarchy component’s element value and save the changes.
8. In the Data Uploader for dimension run view, you can make the changes again with Year, Period and Hierarchy drop-down menus.
9. Click the Start button to start the data transfer.