app a automating tasks

ACopyright © 2008, Oracle. All rights reserved.

Automating Tasks

Copyright © 2008, Oracle. All rights reserved.

Objectives

After completing this lesson, you should be able to:

• Describe the purpose of task automation

• Automate a task


Task Automation Overview

• Task automation automates tasks commonly performed in Financial Management.

• Task automation provides designated users the ability to schedule critical Financial Management tasks to be run as required.


Tasks Available for Automation

The following activities are available for task automation:

• Allocate

• Calculate

• Translate

• Consolidate

• Load and extract journals

• Load and extract data

• Process journals

• Extended analytics

• Process control


Uses for Task Automation

A taskflow can be created for the following purposes:

• Translating and calculating all base entities

• Loading data files and consolidating data

• Extracting data from one application and loading it into another application

• Reconsolidating all prior periods and scenarios

• Regularly consolidating main points of view overnight during the close process


Taskflow Overview

• A taskflow is a sequence of tasks that you can create in task automation.

• A typical taskflow is to load, calculate, and consolidate data.

Calculate

Load


Components of Taskflows

• Stages define specific tasks, such as calculations, consolidations, data loads, and so on.

• Links tell the system how to proceed after completion of the step.

Stage 1

End

Stage 2 Stage 3

Links

Success

Failure

Success

Links

Failure


Creating Taskflows


Stage Definition – General Tab

Select Save to save the taskflow definition.

Threetabs

Enter Name and Description


Stage Definition – Processing Tab

All fields must be entered.


Stage Definition – Starting Event

Used to define the scheduled times for the event to occur


Adding Links

Click Add Link to add a link to a stage.


Testing Taskflows

After the taskflow is created and saved, select the taskflow, and then click Run Now to test.


Taskflow Status Summary


Viewing Taskflow Summary Information

Select the link in the ID column to view taskflow summary information.


Viewing Task Audit Detail

Use the Task Audit page to view and verify that the tasks have been run.

Use the filters at the top to filter based on date, task type, and so on.


Viewing Data Audit Detail


Summary

In this lesson, you should have learned to:

• Describe the purpose of task automation

• Automate a task

app a automating tasks

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