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    • Finance Operations Management
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    Home Orlando Finance Operations Management Finance Operations Management Finance Close Automation Install Finance Close Automation Components installed with Finance Close Automation

    Components installed with Finance Close Automation

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    Components installed with Finance Close Automation

    Several types of components are installed with the Finance Close Automation (FCA), including user roles, scheduled jobs, and tables.

    Note: The Application Files table lists the components installed with this application. For instructions on how to access this table, see Find components installed with an application.
    Demo data is available for this application.

    Roles installed

    Role title [name] Description Contains roles
    Executive

    [sn_fcms.executive]

    • View overall status
    • View department status
    • View bottlenecks
    • Review Financial Controls
    • sn_fin_workspace.finance_workspace_user
    External auditor

    [sn_fcms.external_auditor]

    • Review journal entries
    • Review verification documents
    • Review Financial Controls
    • sn_fcms.non_finance_user
    Finance close admin

    [sn_fcms.finance_close_admin]

    Application-specific admin to:
    • Grant FCA roles
    • Manage configuration data
    • Create and manage workbooks and tasks
    • Kickoff workbook
    Note: Finance Close Automation (FCA) uses application administration and Finance close admin (sn_fcms.finance_close_admin) as the application-specific admin role. For more information, see Application administration
    • sn_fcms.finance _user
    Finance user

    [sn_fcms.finance_user]

    • View planned close tasks and perform work
    • View personal status
    • Create ad-hoc tasks
    • sn_fin_workspace.finance_workspace _user
    Internal auditor

    [sn_fcms.internal_auditor]

    • Review journal entries
    • Review verification documents
    • Review Financial Controls
    • sn_fcms.executive
    Journal approver

    [sn_fcms.journal_approver]

    • Monitor real time progress
    • Manage bottlenecks
    • Review tasks
    • Approve and reverse journal entries
    • Review and certify GRC controls
    Note: Finance close admin must ensure that users with journal approver role in FCA are mapped as users with the corresponding role in ERP. This mapping is configured in the ERP User Mapping [sn_fcms_intg_erp_user_map] table.
    • sn_fcms.finance _user
    Journal preparer

    [sn_fcms.journal_preparer]

    • View planned close tasks and perform work
    • View personal status
    • Prepare journal entries
    • Re-accrue journal entries
    • Create ad-hoc tasks
    Note: Finance close admin must ensure that users with journal preparer role in FCA are mapped as users with the corresponding role in ERP. This mapping is configured in the ERP User Mapping [sn_fcms_intg_erp_user_map] table.
    • sn_fcms.finance _user
    Journal reverser

    [sn_fcms.journal_reverser]

    Reverse journal entries
    Note: Finance close admin must ensure that users with journal reverser role in FCA are mapped as users with the corresponding role in ERP. This mapping is configured in the ERP User Mapping [sn_fcms_intg_erp_user_map] table.
    • sn_fcms.finance _user
    • sn_fcms.journal_preparer
    Non-finance user

    [sn_fcms.non_finance_user]

    Role to map non-finance users such as external auditors
    • sn_fin_workspace.finance_workspace _user
    Finance workspace user

    [sn_fin_workspace.finance_workspace_user]

    Provides access to Finance Workspace.
    • workspace_user

    Scheduled jobs installed

    Scheduled job Description
    Repost failed JE Documents Automatically repushes the failed journal entries or requests for which a post or reverse response is not received from ERP after a predetermined period.
    Auto Reverse JE Documents Automatically reverses the journal entries based on the JE type selected in the JE header.

    The JE types are defined in the Journal Entry Types [sn_fcms_journal_type] table. In this table, the Auto-reverse field in a JE type determines whether the JE type should be automatically reversed.

    Notify Due Overdue Tasks Of Workbooks Sends an email notification to all task owners who have due or overdue tasks in active workbooks.

    A list of assigned tasks in Ready and In Progress states in the active workbooks that are due or overdue is included in the email.

    Tables installed

    Table Description
    Choice

    [sn_fcms_choice]

    Stores the calendar months to be used as a reference for the Applicable months field in a functional workbook and close task.

    Stores the finance calendars to associate close tasks with different calendars used by various teams in the organization.

    Close Task

    [sn_fcms_close_task]

    Stores all the tasks in a workbook.
    Close Task Load Data

    [sn_fcms_close_task_load_data]

    Interface table for importing data into a close task using a transform map.
    Close Task Type

    [sn_fcms_task_type]

    Stores the types of the tasks defined in the application such as Journal Entry and Reconciliation.
    Note: In this table, the entry for the Journal Entry task type is locked for any edits because an integration to ERP is associated with it.
    Close Workbook

    [sn_fcms_global_checklist]

    Stores the global workbooks.
    ERP JE Detail

    [sn_fcms_erp_journal_detail]

    Stores mapping between the ERP document ID, JE header, and close task.
    Follow-up Task

    [sn_fcms_followup_task]

    Stores all follow-up tasks in a workbook.
    Functional Workbook

    [sn_fcms_functional_checklist]

    Stores all functional workbooks.
    Function

    [sn_fcms_functions]

    Stores the functions in the finance organization such as General Ledger, Revenue, and Commissions.
    JE Approval Configuration

    [sn_fcms_je_approval_configuration]

    Stores approval configuration rules for JE approval decisions.
    JE Approval Definition

    [sn_fcms_journal_approval_definition]

    Stores rules that derive the approvers and the number of levels of approval required for a rule.
    JE Approver

    [sn_fcms_journal_approver]

    List of approvers for approving a journal entry if approval is automatically assigned by the system.
    JE Approver Definition

    [sn_fcms_journal_approver_definition]

    Stores the approvers and the level information for each rule condition defined in the JE Approval Definition table.
    JE Header

    [sn_fcms_journal_header]

    Stores the header information of journal entries.

    A journal entry consists of a journal entry header and a journal entry line.

    JE Header Template

    [sn_fcms_journal_header_template]

    Stores the JE header templates defined in the application.
    JE Line

    [sn_fcms_journal_line]

    Stores the line information of journal entries.
    JE Reversal Template Field Mapping

    [sn_fcms_je_reversal_field_mapping]

    Stores mapping of JE reversal template fields with columns in the JE header. The mapped fields appear in the Reverse Journal Entry dialog box when you reverse a posted journal entry.
    JE Template

    [sn_fcms_journal_templates]

    Stores the JE templates defined in the application. The templates can be assigned to different functions defined in the Functions [sn_fcms_functions] table. A template may be applicable to multiple teams, and therefore can be assigned to multiple functions.
    JE Template Field Mapping

    [sn_fcms_je_template_field_mapping]

    Stores mapping between JE template fields with columns in the JE line.
    Journal Entry Type

    [sn_fcms_journal_type]

    Stores journal entry types as configured in ERP sources.
    Kickstart Errors

    [sn_fcms_kickstart_error]

    Stores validation errors during the kickstart of a workbook.
    Ledger Group

    [sn_fcms_ledger_type]

    Stores ledgers defined in the ERP.
    Reversal Code

    [sn_fcms_reversal_code]

    Stores the reversal codes used for reversing journal entries. The reversal codes are taken from the ERP system.
    Task Progress % Mapping

    [sn_fcms_progress_percent_mapping]

    Stores the mapping of the task states with the percent complete. When a task moves from one state to another, the system automatically assigns percent complete defined in the table.
    GRC tables
    GRC Profile

    [sn_fcms_grc_profile]

    Maintains the list of GRC profiles. These profiles are mapped to the profiles in GRC application.

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      Components installed with Finance Close Automation

      • Save as PDF Selected topic Topic & subtopics All topics in contents
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      Components installed with Finance Close Automation

      Several types of components are installed with the Finance Close Automation (FCA), including user roles, scheduled jobs, and tables.

      Note: The Application Files table lists the components installed with this application. For instructions on how to access this table, see Find components installed with an application.
      Demo data is available for this application.

      Roles installed

      Role title [name] Description Contains roles
      Executive

      [sn_fcms.executive]

      • View overall status
      • View department status
      • View bottlenecks
      • Review Financial Controls
      • sn_fin_workspace.finance_workspace_user
      External auditor

      [sn_fcms.external_auditor]

      • Review journal entries
      • Review verification documents
      • Review Financial Controls
      • sn_fcms.non_finance_user
      Finance close admin

      [sn_fcms.finance_close_admin]

      Application-specific admin to:
      • Grant FCA roles
      • Manage configuration data
      • Create and manage workbooks and tasks
      • Kickoff workbook
      Note: Finance Close Automation (FCA) uses application administration and Finance close admin (sn_fcms.finance_close_admin) as the application-specific admin role. For more information, see Application administration
      • sn_fcms.finance _user
      Finance user

      [sn_fcms.finance_user]

      • View planned close tasks and perform work
      • View personal status
      • Create ad-hoc tasks
      • sn_fin_workspace.finance_workspace _user
      Internal auditor

      [sn_fcms.internal_auditor]

      • Review journal entries
      • Review verification documents
      • Review Financial Controls
      • sn_fcms.executive
      Journal approver

      [sn_fcms.journal_approver]

      • Monitor real time progress
      • Manage bottlenecks
      • Review tasks
      • Approve and reverse journal entries
      • Review and certify GRC controls
      Note: Finance close admin must ensure that users with journal approver role in FCA are mapped as users with the corresponding role in ERP. This mapping is configured in the ERP User Mapping [sn_fcms_intg_erp_user_map] table.
      • sn_fcms.finance _user
      Journal preparer

      [sn_fcms.journal_preparer]

      • View planned close tasks and perform work
      • View personal status
      • Prepare journal entries
      • Re-accrue journal entries
      • Create ad-hoc tasks
      Note: Finance close admin must ensure that users with journal preparer role in FCA are mapped as users with the corresponding role in ERP. This mapping is configured in the ERP User Mapping [sn_fcms_intg_erp_user_map] table.
      • sn_fcms.finance _user
      Journal reverser

      [sn_fcms.journal_reverser]

      Reverse journal entries
      Note: Finance close admin must ensure that users with journal reverser role in FCA are mapped as users with the corresponding role in ERP. This mapping is configured in the ERP User Mapping [sn_fcms_intg_erp_user_map] table.
      • sn_fcms.finance _user
      • sn_fcms.journal_preparer
      Non-finance user

      [sn_fcms.non_finance_user]

      Role to map non-finance users such as external auditors
      • sn_fin_workspace.finance_workspace _user
      Finance workspace user

      [sn_fin_workspace.finance_workspace_user]

      Provides access to Finance Workspace.
      • workspace_user

      Scheduled jobs installed

      Scheduled job Description
      Repost failed JE Documents Automatically repushes the failed journal entries or requests for which a post or reverse response is not received from ERP after a predetermined period.
      Auto Reverse JE Documents Automatically reverses the journal entries based on the JE type selected in the JE header.

      The JE types are defined in the Journal Entry Types [sn_fcms_journal_type] table. In this table, the Auto-reverse field in a JE type determines whether the JE type should be automatically reversed.

      Notify Due Overdue Tasks Of Workbooks Sends an email notification to all task owners who have due or overdue tasks in active workbooks.

      A list of assigned tasks in Ready and In Progress states in the active workbooks that are due or overdue is included in the email.

      Tables installed

      Table Description
      Choice

      [sn_fcms_choice]

      Stores the calendar months to be used as a reference for the Applicable months field in a functional workbook and close task.

      Stores the finance calendars to associate close tasks with different calendars used by various teams in the organization.

      Close Task

      [sn_fcms_close_task]

      Stores all the tasks in a workbook.
      Close Task Load Data

      [sn_fcms_close_task_load_data]

      Interface table for importing data into a close task using a transform map.
      Close Task Type

      [sn_fcms_task_type]

      Stores the types of the tasks defined in the application such as Journal Entry and Reconciliation.
      Note: In this table, the entry for the Journal Entry task type is locked for any edits because an integration to ERP is associated with it.
      Close Workbook

      [sn_fcms_global_checklist]

      Stores the global workbooks.
      ERP JE Detail

      [sn_fcms_erp_journal_detail]

      Stores mapping between the ERP document ID, JE header, and close task.
      Follow-up Task

      [sn_fcms_followup_task]

      Stores all follow-up tasks in a workbook.
      Functional Workbook

      [sn_fcms_functional_checklist]

      Stores all functional workbooks.
      Function

      [sn_fcms_functions]

      Stores the functions in the finance organization such as General Ledger, Revenue, and Commissions.
      JE Approval Configuration

      [sn_fcms_je_approval_configuration]

      Stores approval configuration rules for JE approval decisions.
      JE Approval Definition

      [sn_fcms_journal_approval_definition]

      Stores rules that derive the approvers and the number of levels of approval required for a rule.
      JE Approver

      [sn_fcms_journal_approver]

      List of approvers for approving a journal entry if approval is automatically assigned by the system.
      JE Approver Definition

      [sn_fcms_journal_approver_definition]

      Stores the approvers and the level information for each rule condition defined in the JE Approval Definition table.
      JE Header

      [sn_fcms_journal_header]

      Stores the header information of journal entries.

      A journal entry consists of a journal entry header and a journal entry line.

      JE Header Template

      [sn_fcms_journal_header_template]

      Stores the JE header templates defined in the application.
      JE Line

      [sn_fcms_journal_line]

      Stores the line information of journal entries.
      JE Reversal Template Field Mapping

      [sn_fcms_je_reversal_field_mapping]

      Stores mapping of JE reversal template fields with columns in the JE header. The mapped fields appear in the Reverse Journal Entry dialog box when you reverse a posted journal entry.
      JE Template

      [sn_fcms_journal_templates]

      Stores the JE templates defined in the application. The templates can be assigned to different functions defined in the Functions [sn_fcms_functions] table. A template may be applicable to multiple teams, and therefore can be assigned to multiple functions.
      JE Template Field Mapping

      [sn_fcms_je_template_field_mapping]

      Stores mapping between JE template fields with columns in the JE line.
      Journal Entry Type

      [sn_fcms_journal_type]

      Stores journal entry types as configured in ERP sources.
      Kickstart Errors

      [sn_fcms_kickstart_error]

      Stores validation errors during the kickstart of a workbook.
      Ledger Group

      [sn_fcms_ledger_type]

      Stores ledgers defined in the ERP.
      Reversal Code

      [sn_fcms_reversal_code]

      Stores the reversal codes used for reversing journal entries. The reversal codes are taken from the ERP system.
      Task Progress % Mapping

      [sn_fcms_progress_percent_mapping]

      Stores the mapping of the task states with the percent complete. When a task moves from one state to another, the system automatically assigns percent complete defined in the table.
      GRC tables
      GRC Profile

      [sn_fcms_grc_profile]

      Maintains the list of GRC profiles. These profiles are mapped to the profiles in GRC application.

      Tags:

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