Account Reconciliation
What's New
  1. August 2019 Update
  1. Revision History
  2. Account Reconciliation, August Update
        1. Monthly Update Schedule
        2. Please Join Oracle Cloud Customer Connect
        3. Give Us Documentation Feedback
        4. Follow Us on Social Media
        5. New Videos
    1. Features
        1. Reviewers and Viewers Now Allowed to View Unmatched and Suggested Match Tabs in Transaction Matching
        2. Period Start, End, and Close Dates Added to List of Attributes for a Calculated Attribute
        3. New Version of EPM Automate
    2. Upcoming Changes
        1. EPM Cloud's New Look and Feel
        2. Removal of Instance Name from Predefined Role Names
    3. Defects Fixed
    4. Considerations
        1. Academy
        2. Using Refresh

August 2019 Update

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date Feature Notes
25 JUL 2019   Created initial document.

Account Reconciliation, August Update

This document outlines the upcoming Account Reconciliation update.

Monthly Update Schedule

Oracle will apply the latest monthly updates to your Test environments during the first daily maintenance window that occurs on or after 22:00 UTC (15:00 PDT) on Friday, August 2, 2019. Oracle will apply the latest monthly updates to your Production environment during the first daily maintenance window that occurs on or after at 22:00 UTC.(15:00 PDT) on Friday, August 16, 2019, 

The Oracle Help Center, which provides access to updated documentation, has a new look and feel. The updates will be available on August 2, 2019. Some of the links to new feature documentation included in this document will not work until after the Oracle Help Center update is complete.

Reminder: Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server.

NOTE: Account Reconciliation Cloud does not support migration of snapshots from the latest service version to an earlier service version (for example, when moving snapshots between test and production pods during the window when test is upgraded before production.) Migration between the same versions is supported.  Some objects, such as Profiles, may still be moved from the latest to an earlier version outside of migration snapshots by exporting them from the latest service version and importing them into the earlier version.

Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server.

Key Resources

Please Join Oracle Cloud Customer Connect

Please take a moment to join the Cloud Customer Connect forums for EPM Cloud services. Oracle Cloud Customer Connect is a community gathering place for members to interact and collaborate on common goals and objectives. This is where you will find the latest release information, upcoming events, or answers to use-case questions. Joining takes just a few minutes. Join now!

https://cloud.oracle.com/community

NOTE: The Settings and Actions menu now contains a link to Cloud Customer Connect. To access this link, from the Home page, click the down arrow next to the user name (in the upper right-hand corner of the screen), and select Cloud Customer Connect.

Give Us Documentation Feedback

We welcome your comments and suggestions to improve the content of the What's New document and the product documentation. Please send us your feedback at EPMdoc_ww@oracle.com. In the body or title of the email, state that you are inquiring or providing feedback, and indicate for which EPM Cloud service and the monthly update cycle.

Follow Us on Social Media

For the latest updates and information about EPM Cloud, follow us on YouTube, Twitter, Facebook, and LinkedIn at Hyperion EPM Info.

New Videos

Watch videos and learn about service capabilities, benefits and how to use key features.

  • Overview: Performance Testing With the EPM Automate Replay Command Admins, want to ensure that application design changes, patches, and new processes won’t negatively impact concurrent user activity in production? Use the EPM Automate replay command to simulate activity in a test environment under heavy load so you can address performance issues before migrating to production, keeping your production app seamless, spotless and your users speedy.
  • Oracle EPM Cloud Today: EPM Cloud as a Suite Featuring Hari Sankar We are pleased to announce our third video in our Oracle EPM Cloud Today series, where Hari Sankar, Group Vice President of Product Management, will be talking about EPM Cloud as a suite. He’ll talk about what we mean by EPM Cloud as a suite, how it benefits customers, and what we’re doing to make it even easier to use EPM Cloud. http://bit.ly/2XMj2zQ

Features

Reviewers and Viewers Now Allowed to View Unmatched and Suggested Match Tabs in Transaction Matching

Reviewers and viewers can now view the Unmatched transactions in Transaction Matching as well as the Suggested Matches in a "read only" mode. This allows reviewers and viewers to view the details of transactions that are marked as Supported and see the comments and documents attached by a Preparer without making changes.

Key Resources

Period Start, End, and Close Dates Added to List of Attributes for a Calculated Attribute

You can now select Period Start, Period End or Period Close dates when creating a calculated date attribute. For example, if you wanted to compare the Closed Date on an Adjustment transaction to the Period End Date, that can now be done.

Key Resources

New Version of EPM Automate

A new version of EPM Automate is available with this update. This version contains updates to the recreate command, which has been enhanced with the removeAll optional parameter. This parameter, when set to true,  removes all user created snapshots as well as the content of the inbox (uploaded files) and outbox (files generated by using the Export capabilities of Migration).

Key Resources

Upcoming Changes

EPM Cloud's New Look and Feel

In a future update, there will be a revised interface with enhanced navigation and a new theme called Sky Blue.

New Interface of Planning

The following EPM Cloud services will adopt this new theme as their default interface:

  • Planning
  • Financial Consolidation and Close
  • Tax Reporting
  • Profitability and Cost Management
  • Account Reconciliation
  • Strategic Workforce Planning
  • Sales Planning

The revised interface retains existing functionality and enhances your experience with a more modern look and feel and responsive design. The Welcome Panel and the Global Header readjust after resizing, which means less scrolling. An updated Welcome Panel features Announcements and Notifications. Arrows are available on the Home Page to help you navigate easily between the Springboard and infolet dashboard pages. A bigger Navigator Menu has improved usability, more themes for customization are included, and a bigger work area has more space to maneuver and provide better visibility. The interface is also more consistent with other Oracle products, such as Fusion Applications.

After the interface is released, all new customers will use the new lighter-colored Sky Blue theme, and existing customers will keep their current theme. You can switch themes using Tools, and then Appearance.

Removal of Instance Name from Predefined Role Names

Currently, the predefined role names displayed in the Access Control screens of EPM Cloud environments prefix the instance name to the role name in INSTANCE_NAME ROLE_NAME format. They are also stored in this format in the snapshots, making it difficult to migrate snapshots from one instance to another.

To facilitate the migration of security across EPM Cloud environments, Oracle plans to rename predefined role names displayed within EPM Cloud applications by removing the instance name prefix. For example, if the instance name is Planning1, predefined role names are Planning1 Service Administrator, Planning1 Power User, Planning1 User and Planning1 Viewer. The new role names will be Service Administrator, Power User, User, and Viewer.

NOTE: This change does not affect how the role names are displayed in the MyServices customer portal.

This change will affect you if you use the predefined roles for managing application-level provisioning and access to artifacts; you will need to reassign such assignments using the updated role name after the roles are renamed. This change makes it easy to migrate EPM Cloud artifacts across environments.

Additionally, all predefined role names; Domain Administrator, Service Administrator, Power User, User, and Viewer will be treated as EPM Cloud keywords, which should not be used in the name of any custom artifacts that you create; for example, as a group name in Access Control. If you have any group with these keywords, rename them before this change comes into effect.

This change is being implemented to address customer feedback. If you have any concerns about this change, please contact Oracle Support.

Defects Fixed

Software issues addressed each month will be posted to My Oracle Support.

Considerations

Academy

In the Academy, some pages and icons may appear different in the video and the Cloud service.

Using Refresh

It is a best practice to use Refresh within the Account Reconciliation Cloud user interface rather than performing a browser refresh.