About this course

Course code TPD88590GC10
Duration 2 Days

This course teaches you how to manage the financial close process using Financial Close Management.You learn how to set up the years and periods, create tasks and assign users to tasks, define templates for different close processes, generate schedules from templates, manage tasks and schedules, and create reports and report binders to report on the close process.Learn to:Assign security roles and task access Create and import tasks and task types Manage schedules View schedules Create reports and report binders Define periods, years, and custom attributes Live Virtual Class FormatA Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.


  • Basic Excel or Lotus 1-2-3 skillsBasic accounting conceptsBasic Microsoft Windows skills

Delegates will learn how to

  • Create schedules
  • Set up product integrations
  • Configure the dashboard and finance calendar
  • Manage schedules and tasks
  • Generate reports and report binders
  • Create task types and alert types
  • Create templates
  • Create and import tasks


Introduction to Financial Close Management

  • About Oracle’s Financial Close Management
  • Product Features
  • Close Process Administration Overview
  • Product Architecture

Setting Up the System

  • Defining Years
  • Defining Periods
  • Configuring System Settings
  • Managing Custom Attributes
  • Assigning Security Roles

Managing Templates

  • Creating Templates
  • Viewing Templates
  • Editing and Deleting Templates
  • Embedding Templates
  • Validating Templates

Creating Tasks

  • Creating Tasks in Templates and Schedules
  • Setting Up Workflow
  • Creating Tasks Hierarchies
  • Cutting and Copying Tasks
  • Deleting Tasks

Setting Up Task Types and Integration Types

  • Describing Task Types
  • Creating Task Types
  • Describe Integration Types
  • Importing Integrations Types
  • Viewing Integration Types
  • Managing Applications

Importing and Exporting Tasks and Task Types

  • Task Import File Format
  • Task Type Import File Format
  • Importing and Exporting Tasks
  • Importing and Exporting Task Types
  • Filtering Tasks
  • Performing Batch Updates

Creating and Managing Schedules

  • Creating Schedules Manually
  • Creating Schedules from Templates
  • Assigning Calendar Dates with Date Map
  • Selecting Predecessor Task Links
  • Overriding Task Parameters
  • Validating Schedules
  • Manage Schedules

Managing Tasks

  • Updating Task Information
  • Viewing Related Tasks
  • Viewing Task History
  • Submitting, Approving, and Rejecting Tasks
  • Force Closing and Aborting Tasks
  • Managing Alerts

Viewing Schedules and Reports

  • About the Finance Calendar Views
  • Filtering the Finance Calendar Views
  • Adding Dashboard Controls
  • Customizing the Dashboard Layout
  • Creating and Viewing Reports
  • Creating and Viewing Report Binder

2 Days


This is a QA approved partner course

Delivery Method

Delivery method

Virtual learning

Recreates a classroom experience online, enabling full interactions with the learning professional leading the course.

Find dates and prices

The course is available on 1 different dates.

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