How Can I Take this Course?
Keyteach provides flexible training options to suit your needs. Choose from private instructor-led courses or our self-paced 'On Demand' training. The 'On Demand' option features a live hands-on lab for in-depth workshops and unlimited instructor support.
Would you like to arrange a private class for your team?
Keyteach provides the flexibility to deliver this instructor-led course on dates that suit your team’s schedule. Private classes, conducted live online with a remote instructor, require a minimum of two participants. Alternatively, we can arrange in-person training at your location upon request.
- NetSuite EPM: Close Management & Consolidation (FCC) Administrator Private Instructor-Led Training for Your Team $2,880.00 per person (min 2 attendees)
INSTANT ACCESS
- An immediate 'On Demand' subscription for you
- Instant access - start training today!
- 90 day course subscription
- Hands-on lab access for 21 days
- Unlimited instructor support
- Train anywhere, anytime at your convenience
PRE-PAID VOUCHERS
- 'On Demand' vouchers for you or your team to redeem later
- Voucher codes valid for 12 months
- 90 day course subscription
- Hands-on lab access for 21 days
- Unlimited instructor support
- Train anywhere, anytime at your convenience
Course Summary
By the end of this course you will be able to create and manage applications with Oracle’s NetSuite EPM Close Management and Consolidation (FCC). Find out how to build efficient, effective and responsive applications and master the concepts behind writing multidimensional calculations. Discover how data from a variety of different sources can be transformed and loaded to applications using Data Integration.
Audience
- System Administrators
- Implementation Consultants
Duration
- Instructor-led training: 3 days (21 CPE Credits)
- Self-paced on demand training: 90 days (21 CPE Credits)
Course Description
Discover how to manage, maintain and update configurations and metadata to meet new requirements on an ongoing basis. Explore the close manager and how to work with the schedules and templates to provide a structured list of tasks. Navigate and configure various application components and learn about the validation of metadata. Learn more about member attributes and understand the implications of working with dense and sparse dimensions to adopt best practice design.
Find out about balance sheet movements, supplemental data, intercompany processing and working with journals. Discover how to use life cycle management snapshots to migrate system artefacts. Attendees will also gain an in-depth understanding of consolidation, translation and how to manage entity ownerships. Find out how to build efficient, effective and responsive applications and master the concepts behind writing multidimensional calculations. Discover how data from a variety of different sources can be transformed and loaded to applications using Data Integration.
Attendees will also explore how to automate a wide variety of common tasks including the archive, backup and restore of applications, the import of data and running business rules using EPM Automate.
Learning Objectives
By the end of this course learners will be able to:
- Identify the various aspects of metadata configuration and how they relate to data consolidation
- Explore the use of Data Integration in relation to the import and export of data
- Recognize how to configure and make use of the Intercompany features
- Critique the ways in which user tasks can be compiled into time-based schedules
- Implement Supplemental Data strategies to allow the gathering and inclusion of external data into schedules
- Differentiate between the various calculation methods
Course Agenda
Introduction
- Key Components
- EPM Cloud Consolidation and NetSuite
- The Close Process
- Navigating the Interface
- Point of View and Selecting Members
Application Creation and Configuration
- Application Configuration Options
- Creating a New Application
- Applications from Migration Snapshots
- Enabling New Features
Introducing the Dimensions
- Dimensionality and Data Storage
- Extensible Dimensions
- Scenario, Year, Period, and View
- Account and Movement
- Multi-GAAP and Data Source
- Intercompany and Entity
- Currency and Consolidation
Member Properties
- Data Storage and Aggregation Options
- Dimension Member Properties
Managing Metadata
- Metadata Administration in the web interface
- Metadata Administration in Smart View
Interface and Navigation Flows
- Creating Custom Navigation Flows
- Infolets
- Creating Dashboards
Data Integration
- Concepts
- Import, Validate, and Export
- Data Integration Setup for NetSuite
Pipeline Creation
Designing Data Forms
- Design Considerations
- Smart Lists and Variables
- Data Form Validation
- Creating Formulas
Consolidation and Enterprise Journals
- Understanding Consolidation Journals
- Managing Journal Periods
- Creating Enterprise Journal Templates
- Deploying Templates and Using Enterprise Journals
Security and Managing Users
- The Security Model
- Creating Users
- Assigning Roles
- Managing Groups
Approvals
- Manage Approvals
- Approval Unit Hierarchies
- Locking Data
Smart View
- Smart View Connections
- Data Forms and Ad Hoc Analysis
Closing with Task Manager
- Templates
- Tasks
- Schedules
Supplemental Data
- Understanding Supplemental Data
- Data Sets
- Creating Forms
Application Maintenance
- Application Migration
- Scheduling Jobs
- Cloud Environment Updates
Understanding Calculations and Exchange Rates
- Managing Exchange Rates
- Calculation Types
- Pre-Seeded Calculations
Member Formulas
- Creating Member Formulas
- Dynamically Calculated Members
- Two-Pass Calculation
Introducing Business Rules
- Structure of Business Rules
- Calculating a Member or Subset
- Controlling Scope
- Cross-Dimensional Operators
- Pre-Built Calculations and Translations
- Writing Business Rules in Groovy
EPM Automate
- Installation and Connection
- Maintain Security
- Create and Download Snapshots
National Association of State Boards of Accountancy (NASBA)
- Course title: NetSuite EPM: Close Management & Consolidation (FCC) Administrator
- Duration: 3 days
- Audience: System Administrators | Developers | Implementation Consultants
- Pre-requisites: None
- Delivery method: Group Live, Group Internet-Based and QAS Self-Study
- Advanced preparation: None
- Group Live and Group Internet-Based: 21 credits - computer software and applications
QAS Self-Study: 21 credits - computer software and applications - Programme level: Intermediate
Keyteach is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Registration ID No 115820. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Any complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org
Oracle Financial Consolidation and Close Cloud Service (FCCS) is a cloud-based configurable solution to ensure that financial consolidation processes are compliant, auditable, timely and transparent. As cloud consolidation becomes a reality, Keyteach has the training courses that you'll need to get ahead of the curve and master the major concepts including the underlying calculation script language.
Associated products, such as FDMEE Data Management and Financial Reporting Web Studio, mean that training is essential to unlock the potential of FCCS and support its successful development and deployment.
Keyteach has a variety of ‘On Demand’ training courses for Oracle FCCS that can be undertaken at home. These training courses are designed for system administrators and include a live hands-on lab environment to undertake in-depth workshops. You can start the training straight away and there is unlimited instructor support. These courses are self-paced and can be purchased as a 90 day subscription:
Oracle Financial Consolidation and Close (FCCS): Administrator On Demand
Financial Consolidation and Close Cloud (FCCS): Calculations On Demand
Find out more about our range of self-paced 'On Demand' training courses for system administrators and implementation consultants to learn at home by clicking here.
Keyteach has many different types of training solution for Oracle's Financial Consolidation and Close Cloud Service. We have a regular global schedule of system administrator training with a five-day administrator course and a three-day calculations course, as well as online training in On Demand format that enables you to start training today, If your organisation is implementing FCCS, you should consider our two-day enablement training for project teams. This FCCS training course is best scheduled directly before design sessions with your implementation consultants, enabling project teams to make a more valuable contribution to the design and implementation of FCCS applications.
