The document discusses task automation in Oracle's Financial Management software. It describes automating common financial tasks like allocation, calculation, translation, consolidation and journal processing. Tasks can be automated through taskflows that define stages for each task and links to sequence them. Taskflows are created by defining stages, processing rules, start events and links between stages. They can then be tested, monitored and their audit logs viewed to ensure proper execution. The purpose is to regularly perform tasks like data loads, calculations and consolidations automatically on a scheduled basis.

1. A
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Automating Tasks

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Objectives
After completing this lesson, you should be able to:
• Describe the purpose of task automation
• Automate a task

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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.

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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

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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

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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

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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

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Creating Taskflows

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Stage Definition – General Tab
Select Save to save the taskflow definition.
Three
tabs
Enter Name
and Description

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Stage Definition – Processing Tab
All fields must be
entered.

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Stage Definition – Starting Event
Used to define
the scheduled
times for the
event to occur

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Adding Links
Click Add Link to add a link to a stage.

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

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Taskflow Status Summary

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Viewing Taskflow Summary Information
Select the link in the ID column to
view taskflow summary information.

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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.

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Viewing Data Audit Detail

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Summary
In this lesson, you should have learned to:
• Describe the purpose of task automation
• Automate a task