[Image: image_1.jpeg]Copyright©2025 Yonyou Group All rights reserved.Without the written permission of Yonyou Group, no part or whole of the content of this release note may be copied, reproduced, translated, or reduced for any purpose. The content of this release note may change without notice, please be aware.Please note: The content of this release note does not represent a commitment made by Yonyou Network.Special StatementDear readers, please note that the release notes for this version have been optimized, and there is no longer a distinction between the full version and the incremental version. For easier reading, we have highlighted the new features in bold blue font in the full version. We kindly ask readers to pay special attention to this change while reviewing.Table of ContentsChapter 1 Product Overview 71.1 Product Overview 71.2 Product Architecture 71.3 Product Objectives 7Chapter 2 Product Scope 8Chapter 3 Product Functions 93.1 Enterprise Performance Management Platform 93.2 Financial Reports 183.2.1 Indicator Management 183.2.2 Form Management 183.2.3 Report Task 243.2.4 Archive Settings 263.2.5 Report Data Center 263.2.6 Task Workbench 323.2.7 Free Query 323.2.8 Summary Query 353.2.9 Role Workbench 363.2.10 Semantic Provider 373.2.11 Regulatory Reporting App 383.3 Financial Consolidation 413.4 Planning, Budgeting and Forecasting 513.5 Budget Execution Control 863.5.1 Business Parameter 863.5.2 Budget System Registration 873.5.3 Business System Registration 873.5.4 Field Mapping and Mapping Maintenance 883.5.5 Rule Settings 893.5.6 Group Settings 903.5.7 Rule Distribution 903.5.8 Budget Control Subscription 913.5.9 Rule Activation 913.5.10 View Control Plan and Cross-Check Details 923.5.11 Budget Control Verification 943.5.12 Log Management 943.5.13 App Migration 943.5.14 Others 953.6 Activity-based Cost Analysis 953.6.1 Business Parameter 953.6.2 Dimension Management 953.6.3 Rule Member 973.6.4 Cost Model 973.6.5 Form Management 983.6.6 Business Rule 983.6.7 Allocation Driver 983.6.8 Allocation Rules Settings 993.6.9 Collection and Allocation Definition 1003.6.10 Cost Period 1003.6.11 Collection and Allocation Execution 1003.6.12 Cost Data Center 1013.7 EPM Data Accumulation 1023.8 PowerInsight (Excel Plugin) 105Chapter 4 Special Instructions 1064.1 Security 1064.1.1 Financial Reports 1064.2 Globalization 1064.2.1 Financial Reports 1064.2.2 Financial Consolidation 1064.2.3 Planning, Budgeting and Forecasting 1064.2.4 Budget Execution Control 1074.2.5 Activity-based Cost Analysis 1074.2.6 EPM Data Accumulation 1074.2.7 PowerInsight (Excel Plugin) 1074.3 Mobileization 1074.3.1 Financial Reports 1074.3.2 Financial Consolidation 1074.3.3 Planning, Budgeting and Forecasting 1074.3.4 Activity-based Cost Analysis 1074.4 Digital Intelligence 1084.4.1 Financial Reports 1084.4.2 Financial Consolidation 108Product OverviewProduct OverviewEnterprise Performance Management services include Planning, Budgeting and Forecasting, Budget Execution Control, Financial Consolidation, Financial Reports, and Activity-based Cost Analysis, among various Apps. It is a service-oriented platform for enterprise strategy, integrating from Planning, Budgeting, Execution Monitoring, to Financial Consolidation, providing services for the digital transformation of large enterprises.Product ArchitectureDiagram Product Architecture DiagramProduct GoalsCore objectives of this product version:Financial Reports: Presented primarily in format forms, meeting the requirements for issuing financial reports, business reports, and statistical reports in related scenarios; supports manual entry and automatic data retrieval, can connect to various data sources in BIP domains and heterogeneous system data sources; supports multi-branch and multi-step approval workflow management; allows for free queries and summary queries based on report data; supports flexible migration of form-related configurations via Excel, facilitating quick implementation and scalable delivery; supports multi-language for report templates and functional operations, adapting to globalization scenarios; in conjunction with AI Employee applications, pre-configured skills for report generation and report validation, exploring intelligent development;Planning, Budgeting and Forecasting is based on a Multidimensional Database, supporting 3-5 year medium to long-term strategic plans, budget goal management, annual planning and budgeting reporting, and simulation calculations; it supports complex reporting Workflow Management, as well as monthly/quarterly rolling forecasts; it supports both full-page adjustments and ad hoc adjustments; Business Rules support complex Allocation, calculation, and validation rules; it supports Ad Hoc Inquiry for multidimensional data; Globalization adaptation, supporting multilingual dimension models, multilingual templates, and multilingual functional operations; Budget Intelligent Assistant, combining large language models and the native capabilities of the Multidimensional Database, provides enterprises with a new and efficient Data Analysis and Decision Support tool through a conversational interactive interface, helping enterprises optimize the decision-making process;Financial Consolidation is based on a Multidimensional Database, supporting individual report data collection; Inter-company Transactions reconciliation; adjustments for inter-company transactions, internal transactions, and equity offsets; one-click consolidation; supports data extraction from financial systems/Financial Reports, joint inquiry of the General Ledger, and consistency checks between accounts and reports; supports multilingual, multi-standard, and multi-currency Financial Consolidation report preparation; fiscal year period settings and other globalization scenarios; supports AI Employee capabilities for individual, consolidated, and reconciliation tasks.Budget Execution Control: As an independent control middle platform product of BIP, it implements budget control. It has integrated with a number of budget-side and business-side products, while also providing OpenAPI support for third-party budget products and third-party business systems access; it offers mapping capabilities, supporting the use of different profiles on the budget side and business side; it supports common control scenarios, such as group control, cumulative control, and year-end carryover control; it supports complex budget transfer scenarios; it can provide budget execution data and has pre-set semantic models, supporting presentation through the capabilities of the platform's data middle platform.Activity-based Cost Analysis: It is a data analysis type cost management system that supports data collection from business financial systems, aggregates cost data and allocation drivers; sets allocation rules through visual rule settings; and executes aggregation and allocation transactions to achieve the data required for cost analysis.EPM Data Accumulation: Supports data retrieval from external systems or BIP platform across various domains, processing the source data into the target format (such as multidimensional data, master data, etc.) through built-in system processing or rules, and ultimately importing the data into the corresponding products in the system for application.Product RangeThe enterprise performance management services in this release support exclusive cloud, private cloud, and on-premises deployment. The scope and forms of each product are as follows:Domain CloudDomainAppExclusive CloudPrivate CloudOn-PremisesFinancial ManagementEnterprise Performance ServiceEnterprise Performance Platform✔✔✔Financial ManagementEnterprise Performance ServiceFinancial Reports✔✔✔Financial ManagementEnterprise Performance ServiceFinancial Consolidation✔✔✔Financial ManagementEnterprise Performance ServicePlanning, Budgeting and Forecasting✔✔✔Financial ManagementEnterprise Performance ServiceBudget Execution Control✔✔✔Financial ManagementEnterprise Performance ServiceActivity-based Cost Analysis✔✔✔Financial ManagementEnterprise Performance ServiceEPM Data Accumulation✔✔✔Financial ManagementEnterprise Performance ServicePowerInsight (Excel Plugin)✔✔✔Product FeaturesEnterprise Performance Management PlatformThe Enterprise Performance Management platform manages public settings, system management, and other aspects of the enterprise performance domain. Its main functions include dimension management, rule members, data permission, procurement tasks, log management, data audit, resource monitoring, downloading the Excel client, and logging into the Excel client.The features of this version are as follows:Dimension ManagementSupport the dimensions of Planning, Budgeting and Forecasting, Financial Reports, and Activity-based Cost Analysis applications.Supports three types of dimensions: Subject, Entity, Version, Business Plan, Currency, Period (Year and Period), Measure Dimension, Cost Project, Allocation Lead, Predefined Dimensions such as Data Column; Custom Dimensions; Platform Archive Import Dimensions;Predefined dimension year, supports adding multiple years;During the preset dimension period, the system supports three built-in structures for the period dimension: year, half-year, quarter, month; year, quarter, month; year, month.Predefined dimension business plan, currency, version, period, supports predefined members, supports custom added members;Support for creating multiple dimension systems for entities, subjects, and custom dimensions, as well as support for adding, deleting, modifying, and querying dimension members.Support for creating non-hierarchical member views for entities and subjects, building different hierarchical views across multiple systems, and supporting shared members;Support the batch modification of common basic properties of dimension members, such as custom properties, in the subject and subject member views.Subject supports text, currency, percentage, quantity, unit price, enumeration, and different types of time members;Support for the import and export of entities, accounts, and custom dimension members;Support modification of default properties and custom properties for dimension members with preset dimensions.Support for custom additional dimensions, where members of the custom dimensions can reference platform records or be completely created by the user.Support the creation of custom dimensions to introduce profiles such as customers, suppliers, projects, material classifications, materials, product lines, investment projects, and investment support categories into the BIP platform as dimensions;Support the creation of custom dimensions to introduce custom profiles to the BIP platform.Support the creation of custom dimensions to introduce low-code platform development files;When supporting the introduction of platform files, select the property fields of the files for import.Support business coding. When importing platform records, if the platform record code is modified, update it in the business coding.Support setting summary properties for the introduced platform files.Supports the "Simulation Calculation Version" dimension, used in conjunction with the planning, budgeting, and forecasting simulation calculation features.Support dimension deployment, modifying dimension information in dimension management does not directly affect the model, it takes effect through dimension deployment.Supports batch import and export of dimensions;Support the introduction of business units + departments, accounting entities, and other records in a functional manner within the organizational structure (Note: Budget report organizational structure, nodes located under digital modeling);Support for the virtual organization to be added to the organization structure will be written back to the business uni...
