Release PV620 SV103

The theme of this release is bug fixes.

Deployment

  • These Specialty Compliance and Planning versions are compatible with OneStream Platform v8:

    Solution Version
    Contract Compliance PV620 SV102
    Reporting Compliance PV620 SV103
    Thing Compliance PV620 SV102
    Capital Planning PV620 SV102
    Cash Planning PV620 SV102
    People Planning PV620 SV103
    Sales Planning PV620 SV102
    Thing Planning PV620 SV101

  • This release supports an overinstall however, OneStream strongly recommends an Uninstall UI instead.

  • Use OneStream Software platform version 6.2.0 or later with this version. 

New

None.

Enhancements

None.

Fixed

  • RegisterID containing an underscore for its identification will create journal entries successfully. (MP2-699)

Known Issues

None.

Contacting Support

Contact OneStream Support by registering at http://support.onestreamsoftware.com and then emailing support@onestreamsoftware.com.

Release PV620 SV101

The theme of this release is defect resolution.

Release Date

December 16, 2020

Deployment

  • Current users of the Specialty Planning and Specialty Compliance solutions should review Help & Miscellaneous Information section of the Specialty Planning / Specialty Compliance Setup Instructions prior to upgrading.

  • It is recommended to Uninstall UI for the previous release (not Uninstall Full) before installing PV620 SV101.

New

None.

Changed

None.

Fixed

  • The solution three letter acronym (also referred to as a solution code) was replaced in the Dashboard and Profile names throughout the solution. This acronym is still removed from the Description fields where applicable. (24995)

Release PV620 SV100

The theme of this release is minor enhancements and defect resolution.

Release Date

December 2, 2020

Deployment

  • Current users of the Specialty Planning and Specialty Compliance solutions should review Help & Miscellaneous Information section of the Specialty Planning / Specialty Compliance Setup Instructions prior to upgrading.

  • It is recommended to Uninstall UI for the previous release (not Uninstall Full) before installing the new PV620 SV100 release for all of the Specialty Planning and Specialty Compliance solutions. Note that any standard solution artifacts that may have been modified previously will be overwritten. If there is any concern of this, extract the entire related Dashboard Maintenance Unit and backup the related database tables prior to installing any of these PV620 SV100 release solutions.

  • Many customers have multiple copies of some of these solutions installed in the same OneStream application (e.g. two or more copies of Thing Planning). Please contact OneStream Support for assistance when upgrading multiple copies of a given solution to make sure all of the components are properly upgraded. The OneStream MarketPlace Solution Tools solution helps to expedite this process, but the currently installed copies should be reviewed prior to attempting an upgrade.

New

  • Custom event handler allows restricting the number of Register Items before applying Calculations, eliminating unnecessary application of calculations. (21039)

Changed

  • Updated icons/buttons in Main Navigation, Register, Audit, Setup, Settings, and Installation across all solutions. (19837, 21550)

  • Updated the XLSX Import Templates for: Single WF/Multi WF/Exception Plan Register, Calculation Plans, Allocations Methods and Account Setup. (22507, 22534, 22591, 22820, 22828, 22836)

  • Remove non-sales type data from Allocations, Calculations and Execution Lists created during setup in Sales Planning. (24059)

  • Prevent multiple users from initiating planning calculations simultaneously within the same Workflow. (8674)

Fixed

  • Custom Events Handler Business Rule updated to terminate Save actions for insertions, deletions, and updates across all solutions. (17856)

  • The CustomEventHandler now confirms deletion of a row in the Register upon clicking Save in People Planning. (21377)

  • Blank amount import template cells now default to zero (0) in all appropriate columns in all solutions. (8003)

  • The InCode Register Field Name now displays in the Register Field Order table in Thing Planning (7611)

  • Thing Register now successfully saves rows added to the register in Thing Planning. (21752)

  • Calculations resulting up to 15 digits (quadrillion) now display correctly in all solutions. (11895, 21951)

  • Workflows can now be successfully completed utilizing the Solution Helper Business Rule in Reporting Compliance. (12104)

  • Changing case sensitivity of an existing Status loses reference to Register Status. (22338)