Upgrading to Intelligence Analytics Spring 2024

This page describes the changes to make when upgrading to Spring 2024.

See the Upgrade Steps section under each feature for details of any action required. If you don't want to use or upgrade an optional feature, you can skip the upgrade steps for that feature. To perform upgrade steps in your org, you must be assigned administrator permissions.

See the Included in this Feature section under each feature for details of assets such as dashboards, datasets, dataset fields, or lenses that have been added or changed in this release.

For information on new features and changes to existing features in Spring 2024, see New Features and Enhancements in Intelligence Analytics Spring 2024.

Note:

You must first upgrade your Financial Analytics app, then you must upgrade your Intelligence Analytics app. This is a prerequisite for using any new feature or enhancement. For more information about how to upgrade apps, see Upgrading the Business Analytics App.

Intelligence Cash Flow Forecasting with Billing Schedule Data and Enhanced User Experience

Billing Schedules

Upgrade Steps

To upgrade this feature to Spring 2024, take the following action.

Upgrade Steps for Spring 2024
Action Further Information
Assign the Billing Central Analytics Read Access permission set to the relevant users.  

Included in this Feature

This section details the assets that have been added or changed in this release.

Fields Added to the Financial Transactions - Intelligence Dataset
Field Type Field Label Field API Name Description
Measures Dual Outstanding Value ValueDualOutstanding

The outstanding amount of the source record in the dual currency. This is set to:

  • Zero for billing schedules
  • Dual Outstanding Value for transaction line items
Home Outstanding Value ValueHomeOutstanding

The outstanding amount in the home currency of the source record. This is set to:

  • Value for billing schedules
  • Home Outstanding Value for transaction line items
  Dimensions Account ID AccountId

The ID of the account that relates to the source record. This is set to:

  • Account for billing schedules
  • Account ID for transaction line items
Billing Contract ID BillingContractId The ID of the billing contract record that relates to the billing schedule.
Billing Contract Line Item Number BillingContractLineItemNumber The number of the billing contract line item record that relates to the billing record associated with the billing schedule.
Billing Contract Name BillingContractName The name of the billing contract that relates to the billing schedule.
Billing Contract Number BillingContractNumber The number of the billing contract that relates to the billing schedule.
Billing Schedule Name BillingScheduleName The name of the billing schedule.
Company ID CompanyId

The ID of the company record that relates to the source record. This is set to:

  • Company for bank reconciliations
  • Accounting Company for billing schedules
  • Company ID for transaction line items
Company Name CompanyName

The name of the company that relates to the source record. This is set to:

  • Name for bank reconciliations
  • Company Name for billing schedules
  • Company Name for transaction line items
Home Currency CurrencyHome

The ISO code of the accounting currency related to the source record. This is set to:

  • Currency ISO Code for billing schedules
  • Home Currency for transaction line items
Line Type LineType

Type of the source record. If the source record is a billing schedule, the value is "Billing Schedule". If the source record is a transaction line item the possible values are:

  • "Account"
  • "Analysis"
  • "Tax"
Note:

The "Billing Schedule" value is only available if you have Billing Central installed.
Record ID RecordId

The ID of the source record that the dataset row relates to. This is set to:

  • Record ID for billing schedules
  • Record ID for transaction line items
Transaction Type TransactionType

The type of the source record. If the source record is a billing schedule, the value is "Billing Schedule". If the source record is a transaction line item, the possible values are:

  • "Cash"
  • "Invoice"
  • "Journal"
  • "Purchase Invoice"
Note:

The "Billing Schedule" value is only available if you have Billing Central installed.
Dates Due Date DueDate

When the source record is a transaction line item, this is the date when the transaction line item is due. When the source record is a billing document, this is the date when the billing document is due to be created. This is set to:

  • Billing Date for billing schedules
  • Due Date for transaction line items
Filter Nodes Added to the Intelligence Analytics Recipe
Filter Node Description
Filter Billing Contracts Matches only billing contracts with the status of "Active".
Filter Billing Schedules Matches only billing schedules that are not linked to a billing document line item.

Cash Flow Forecast - Intelligence Dashboard Optimization for Workspaces

No additional upgrade steps are required to upgrade this feature to Spring 2024. The new features are automatically available when you upgrade your Intelligence Analytics app.

Release Content

Upgrade Steps

No addition upgrade steps are required to upgrade this feature to Winter 2024