Tree Flattener Overview... 1 Process Detail... 2 I. Tree Flattener Request... 2 II. Review Flatten Tree Log... 5 III. Populate EDR Tables...

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1 Contents Tree Flattener Overview... 1 Process Detail... 2 I. Tree Flattener Request... 2 II. Review Flatten Tree Log... 5 III. Populate EDR Tables... 6 Tree Flattener Overview SFS Tree Flattener functionality is used to flatten and delete tree data from Tree Field Tables. Once you have run the PS/FS Tree Flattener process (OI_TFLT), you can use PS Query to include the flattened tree data and filter the data by tree nodes and tree levels. Process Frequency Dependencies Assumptions Responsible Parties Alternate Scenarios Process is generally initiated upon request. Running of Effective Date Range Data process (EDR). Occasionally chartfield value effective dates are modified, added, or deleted, therefore the EDR tables need to be updated with recent changes. The delivered Build Chartfield EDR Request process will synchronize the effective dated entries in the EDR table when ChartField effective dates are modified, added, or deleted. EDR will run in nightly batch process. This will ensure modified, added, or deleted chartfield values are updated in EDR table. Both users at the individual institutions and UWSA perform this business process. None 9.2_Upgrade_SFS_GL.3.16_Tree_Flattener_Page_9_2_Upgrade (2) Page 1 of 9

2 Process Detail I. Tree Flattener Request Navigation: Select GL WorkCenter title from the Home Page (System Navigation: Navigator > 9.2_Upgrade_SFS_GL.3.16_Tree_Flattener_Page_9_2_Upgrade (2) Page 2 of 9

3 1. Select Tree Flattener Request link 2. Select or Create Run Control ID a. Tree Flattener Request Run Control ID page appears 3. Select Process Frequency: Always 4. Select Process Type: Flatten Tree 5. Select Request Data Option: As of Date 6. Select Field Name: select value for tree you wish to flatten 7. Select SetID 8. Select Tree Name: select value for tree you wish to flatten 9. Select Tree Effective Date: select value for tree you wish to flatten 10. Force Refresh: Do not check a. Select to refresh the tree data even if the flattened tree data has a status of Current on the Flatten Tree Log Page. This is typically used if the structure of the tree has been changed. (Note: you can flatten multiple trees by clicking on the add button.) 11. Select button 12. Select button to initiate process a. Process Scheduler Request page appears 9.2_Upgrade_SFS_GL.3.16_Tree_Flattener_Page_9_2_Upgrade (2) Page 3 of 9

4 13. Select Server Name: PSUNX 14. Click PS/FS Tree Flattener check box 15. Click to initiate process 16. After process runs successfully, view data via query of the appropriate record (table). Tree Based on Account Department ID Fund Code Program Code Class Code Record Name DL_TFLT_ACCOUNT DL_TFLT_DEPT DL_TFLT_FUNDCD DL_TFLT_PROGCD DL_TFLT_CLASSFD 9.2_Upgrade_SFS_GL.3.16_Tree_Flattener_Page_9_2_Upgrade (2) Page 4 of 9

5 II. Review Flatten Tree Log Navigation: Set Up Financials/Supply Chain > Operational Reporting > Tree Flattener > Flatten Tree Log Trees that have been flatten will appear in the Flatten Tree Log page. While in the log page one can view the status of the flatten tree. 1. Check Box a. Select more than one row to perform an action from the Actions drop-down list box on each row at the same time 2. Status One of these will be displayed for each flattened tree a. Current: Flattened data reflects the specified tree and is not updated by the Tree Flattener process b. No Data: Fattened data does not exist but will be updated by the Tree Flattener process c. Stale: Flattened data does not reflect the specified tree and/or Chartfield data changes that have been made since the last time the tree was flattened. It will be updated by the Tree flattener process. This can be caused by: 9.2_Upgrade_SFS_GL.3.16_Tree_Flattener_Page_9_2_Upgrade (2) Page 5 of 9

6 User modified the tree definition User added, modified or deleted a Chartfield effective dated row There is an active and valid effective dated tree definition that is more current than the flatten tree data. The logic uses the system date as the relative date for the current effective dated tree definition. There is not tree definition (the user has deleted the tree) Tree definition is inactive d. Lock: prevents the refresh or deletion of the flattened data for the tree and prevents GL processes from using that data. 3. Refresh Click the Refresh button to initiate the tree flattener process, which flattens tree data. 4. Delete Data Click the Delete Data button to delete the flattened data 5. Lock -- Click the Lock button to inactive the Refresh and Delete Data buttons. When you click the Lock button, the Refresh and Delete Data buttons cannot be selected. 6. Action Click the drop-down box to perform these actions to all selected rows: a. Delete Data b. Refresh III. Populate EDR Tables The Tree Flattener feature maintains a Detail List Table for every ChartField, such as Account (DL_TFLT_ACCOUNT), that saves account, effective date, and effective end date. The effective end General Ledger processes that date is stored when a new effective date is introduced for an account. This is used for use a request date or a transaction date to select ChartField effective dated rows that belong to a tree node and level and ranges. For example, Department ID effective date, description and/or associated manager needs to be changed on January 01, Data in Department ID table before the change DEPTID EFFDT INEFFDT JAN DEC _Upgrade_SFS_GL.3.16_Tree_Flattener_Page_9_2_Upgrade (2) Page 6 of 9

7 Data in Department ID table after the change DEPTID EFFDT INEFFDT JAN DEC JAN DEC-9999 Occasionally chartfield value effective dates are modified, added, or deleted, therefore the EDR tables need to be updated with recent change. The delivered Build Chartfield EDR Request process will synchronize the effective dated entries in the EDR table when ChartField effective dates are modified, added, or deleted. The delivered Build Chartfield EDR Request is scheduled overnight Batch Process. In the event a ChartField effective date is modified, added, or deleted and you need to verify the changed data in a flatten request immediately, you must manually run the Build Chartfield EDR Request process. Navigation: Set Up Financials/Supply Chain > Common Definitions > Design Chartfields > Effective Date Range Data > Build Data Request 1. Select Build Data Request menu item 2. Select or Create Run Control ID a. Build Chartfield EDR Request page appears 3. Select Process Frequency: Always 4. Select Field Name: Field for tree to be flatten 5. Select SetID: Set id for tree in question a. SetID can be blank to run this process for all SetIDs 6. Select button 7. Select button to initiate process 9.2_Upgrade_SFS_GL.3.16_Tree_Flattener_Page_9_2_Upgrade (2) Page 7 of 9

8 a. Process Scheduler Request page appears 8. Select Server Name: PSUNX 9. Click PS/FS EDR Chartfield Build check box 10. Click to initiate process 11. After process runs successfully, view data via query of the appropriate record (table). EDR Based on Account Department ID Fund Code Program Code Class Code Record Name GL_ACCOUNT_EDR DEPT_EDR FUND_EDR PROGRAM_EDR CLASS_CF_EDR Note: When the Tree Flattener feature is initially installed, you must run this process. After the initial run, you can run the process when ChartField effective dates are added, changed, or removed. 9.2_Upgrade_SFS_GL.3.16_Tree_Flattener_Page_9_2_Upgrade (2) Page 8 of 9

9 Revision History Author Version Date Description of Change Donnie Doctor /16/2018 Initial Draft Donnie Doctor /02/2018 Update document with EDR section Jacque Milski /02/2018 Final Review 9.2_Upgrade_SFS_GL.3.16_Tree_Flattener_Page_9_2_Upgrade (2) Page 9 of 9