April 2023 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	Module	Feature	Notes
05 JUN 2023	EPM Common	Suppressing Missing Columns for Smart Push in Data Maps	Updated document. Revised feature description.
12 APR 2023	EPM Common	Data Management Feature Replacement by Data Integration	Updated document. Revised feature description.
30 MAR 2023			Created initial document.

Overview

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DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Feature Summary

Enterprise Performance Management

Monthly Update Schedule

Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, April 7, 2023.

Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, April 21, 2023.

NOTE: The monthly update will not be applied to any environment for which this monthly update is requested to be skipped using the EPM Automate skipUpdate command or service request to Oracle.

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

The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on Friday, April 7, 2023.

NOTE: Some of the links to new feature documentation included in this readiness document will not work until after the Oracle Help Center update is complete.

Helpful Information

Documentation Updates Available One Week After Readiness Documents

Updated documentation is published on the Oracle Help Center on the first Friday of each month, coinciding with the monthly updates to Test environments. Because there is a one week lag between the publishing of the readiness documents (What's New and New Feature Summary) and Oracle Help Center updates, some links included in the readiness documents will not work until the Oracle Help Center update is complete.

https://docs.oracle.com/en/cloud/saas/epm-cloud/index.html

Fixed Issues and Considerations

Software issues addressed each month and considerations are posted to a knowledge article on My Oracle Support. Click here to review. You must have a My Oracle Support login to access the article.

NOTE: Fixed issues for EPM Cloud Common components (Smart View for Office, EPM Automate, REST API, Migration, Access Control, Data Management/Data Integration, Reports, Financial Reporting, and Calculation Manager) are available in a separate document on the My Oracle Support “Release Highlights” page.

This provides visibility into EPM Cloud release contents.

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.

Create and Run an EPM Center of Excellence

A best practice for EPM is to create a Center of Excellence (CoE). An EPM CoE is a unified effort to ensure adoption and best practices.

Business Benefit: A CoE drives transformation in business processes related to performance management and the use of technology-enabled solutions.

Learn more:

• Watch the webinar on Cloud Customer Connect: Creating and Running a Center of Excellence (CoE) for EPM Cloud
• Watch the videos: Overview: EPM Center of Excellence, Creating a Center of Excellence
• Get best practices, guidance, and strategies for your own EPM CoE: Creating and Running an EPM Center of Excellence

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.

Follow Us on Social Media

Follow EPM Cloud on YouTube, Twitter, Facebook, and LinkedIn.

These are great resources for the latest updates and information about EPM Cloud.

Business Benefit: These resources can help you optimize your EPM implementation and user experience by providing valuable information and user assistance.

Oracle Cloud Readiness App

A new Readiness App is now available on the Oracle Cloud Application Update Readiness site. The app provides an .xlsx file listing all features released for one or more Cloud product(s), module(s) and update(s) that you designate. From the Readiness site, click the red Try Our Readiness App button in the upper right, or use this URL to access the app:

https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/readiness/app/index.html

NOTE: To ensure a complete feature listing, select EPM Common in addition to the business process(es) you wish to view. To  determine whether an EPM Common feature applies to your business process, review the Applies To information in the Short Description column of the .xlsx file.

Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

Business Benefit: The Readiness App is an interactive tool that allows you to view a comprehensive listing of all features that have been released for one or more product(s), module(s) and update(s) that you designate.

EPM Common

OCI Migration: Oracle-Managed Migration Continues; Customer-Managed Migration Program Ends on April 30, 2023

One of Oracle's latest advancements, Oracle Cloud Infrastructure (OCI) is the foundation of Oracle's second generation cloud. OCI, a purpose-built, best-in-class platform for running enterprise applications, is engineered from the ground up to run mission-critical databases, workloads, and applications while providing end-to-end security. Oracle's data centers around the globe are standardizing on the new OCI architecture which will deliver even greater performance and reliability. There are a lot of EPM Cloud features that are available only in OCI. See Features Available only in OCI EPM Cloud Environments in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

Oracle plans to migrate all Classic Commercial environments to OCI by the end of 2023 using monthly migration waves. Two migration options are available:

• Oracle-managed migration
• Customer-managed migration

Oracle has started sending notifications for Oracle-managed migrations. When your environments are scheduled for migration, you will get notification specifying the migration schedule. Follow the instructions in the notification.

For customers whose environments were included in the January 2023 migration notification: The migration of application data and users from Classic to OCI environments will occur in the 23.04 (April) monthly update. If you prefer not to have the migration take place in the 23.04  monthly update, please run the skipUpdate EPM Automate command to skip the 23.04 update.

• If you were notified about your migration in February 2023, you must already have received your OCI instances. You should go through the optional migration steps, which include setting up SSO and IP Allowlist, and testing based on your requirements. See these information sources:
  • Oracle-Managed Migration in Oracle Enterprise Performance Management Cloud Operations Guide
  • Tasks to Perform After Cloning Environments in Administering Migration for Oracle Enterprise Performance Management Cloud

• If you were notified about the migration of your environments in March 2023, you will receive your OCI instances in the beginning of April 2023.

• If your environments are in the next wave of migration, you will be notified in the beginning of April 2023.

If you plan to use customer-managed migration, you should start this process as soon as possible. Customer-managed migration program is available until April 30, 2023. Oracle will not accept any service request for customer-managed migration starting May 1, 2023.

NOTE: At this time, the environments hosted in US-Gov and UK-Gov data centers are not eligible for migration to OCI.

Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

Business Benefit: OCI provides you a purpose-built, best-in-class platform that is engineered from the ground up to run mission-critical databases, workloads, and business processes while providing end-to-end security. This new architecture delivers greater performance and reliability, and a number of EPM Cloud features that are not available in Classic EPM Cloud.

Steps to Enable

Review and follow instructions: EPM Cloud Classic to Oracle Cloud Infrastructure (OCI) Migration in Oracle Enterprise Performance Management Cloud Operations Guide

Key Resources

• EPM Cloud Classic to Oracle Cloud Infrastructure (OCI) Migration in Oracle Enterprise Performance Management Cloud Operations Guide
• Features Available only in OCI EPM Cloud Environments in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

EPM Automate Updates

A new version of EPM Automate is now available. This version introduces the archiveTmTransactions, exportConsolidationJournals, importConsolidationJournals, purgeArchivedTmTransactions, and validateConsolidationMetadata commands. Additionally, starting with this update, the roles required to run these commands have been updated to allow users other than Service Administrators to run them as long as they have the appropriate privilege: addUsers, assignRole, invalidLoginReport, removeUsers, roleAssignmentAuditReport, unassignRole, and updateUsers.

Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting.

archiveTmTransactions Command

This command archives matched transactions, including support and adjustment details in Account Reconciliation, that are equal to or older than a specified age. The matched transactions are recorded in a ZIP file. You use the purgeArchivedTmTransactions command to optimize the application size by purging archived match transactions.

exportConsolidationJournals Command

This command creates a .JLF file by exporting Consolidation Journals from a business process using a job defined in Financial Consolidation and Close.

importConsolidationJournals Command

This command imports consolidation journals from a .JLF file into a Financial Consolidation and Close business process. You create the .JLF file using the exportConsolidationJournals command.

purgeArchivedTmTransactions Command

This command purges archived matched transactions from the Account Reconciliation application. You use this command to purge the matched transactions that you archived using the archiveTmTransactions command to optimize the application size.

validateConsolidationMetadata Command

This command validates the metadata of the Financial Consolidation and Close environment to ensure an error free database refresh and consolidation. After importing metadata using the importMetadata command, run this command to validate the metadata. Your consolidation may fail if the consolidation metadata is inaccurate.

Updates to the Roles Required to Run Some User and Role Management Commands

The roles required to run these commands have been updated to allow users other than Service Administrators to run them if they have the appropriate privilege:

• addUsers, removeUsers, and updateUsers commands can now be run any EPM Cloud user assigned to the Identity Domain Administrator role.

• assignRole and unassignRole commands to assign and unassign predefined roles can now be run by Service Administrators (OCI) or by any EPM Cloud user assigned to the Identity Domain Administrator role (both Classic and OCI).

• roleAssignmentAuditReport command can now be run by Service Administrators or by any EPM Cloud user assigned to the Identity Domain Administrator role. This command is applicable to OCI environments only.

• invalidLoginReport command can now be run by any EPM Cloud user assigned to the Identity Domain Administrator role. This command is applicable to OCI environments only.

Business Benefit: The archiveTmTransactions and purgeArchivedTmTransactions commands help you optimize the size of Account Reconciliation business process by archiving and removing old matched transactions. The exportConsolidationJournals and importConsolidationJournals commands help you migrate consolidation Journals across Financial Consolidation and Close environments. The validateConsolidationMetadata command helps you ensure error free database refresh after importing consolidation metadata, which ensures the accuracy of the Consolidation process. Updates to the roles required to run user and role management commands allow you to spread the security administration workload across EPM Cloud users other than the Service Administrator and to align with the roles required to run similar commands and APIs from the Oracle Identity Console.

Key Resources

• Working with EPM Automate for Oracle Enterprise Performance Management Cloud:
  • Installing EPM Automate
  • archiveTmTransactions
  • exportConsolidationJournals
  • importConsolidationJournals
  • purgeArchivedTmTransactions
  • validateConsolidationMetadata
  • addUsers
  • assignRole
  • invalidLoginReport
  • removeUsers
  • roleAssignmentAuditReport
  • unassignRole
  • updateUsers

New Version of REST APIs for Managing Users

A new, simplified version of several REST APIs to Manage Users has been released. This new version contains all parameters in the payload and does not require URL encoding while calling the REST APIs. The new version is backward compatible, so no changes are needed for existing REST APIs.

In this release, the new version applies to these REST APIs:

• Add Groups (v2)
• Remove Groups (v2)

Additionally, starting with this update, the roles required to run the following REST APIs have been updated to allow users other than Service Administrators to run them as long as they have appropriate privileges:

• Add Users to an Identity Domain
• Remove Users from an Identity Domain
• Add User's to a Predefined Role or Application Role (v1)
• Add User's to a Predefined Role or Application Role (v2)
• Remove User's Role Assignment (v1)
• Remove User's Role Assignment (v2)
• Update Users
• Role Assignment Audit Report for OCI (Gen2) Environments
• Invalid Login Report for OCI (Gen2) Environments

Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

Business Benefit: The new version of the REST APIs is easier to use, and does not require URL encoding. Updates to the roles required to run user and role management REST APIs allow you to spread the security administration workload across EPM Cloud users other than the Service Administrator and to align with the roles required to run the similar APIs from Oracle Identity Console.

Key Resources

• REST API for Oracle Enterprise Performance Management Cloud
  • Managing Users
  • Add Groups (v2)
  • Remove Groups (v2)
  • Add Users to an Identity Domain
  • Remove Users from an Identity Domain
  • Assign Users to a Predefined Role or Application Role (v1)
  • Assign Users to a Predefined Role or Application Role (v2)
  • Remove Users' Role Assignment (v1)
  • Remove Users' Role Assignment (v2)
  • Update Users
  • Role Assignment Audit Report for OCI (Gen 2) Environments
  • Invalid Login Report for OCI (Gen2) Environments

Improved Usability for EPM REST API Compatibility Table and Quick Reference

These two EPM REST API topics now have enhanced usability to help you quickly find the information you need:

• EPM Cloud REST API Compatibility
• Quick Reference Table – REST API Resource View

All of the information is still in one convenient location, but it is now easier to navigate to the REST API you want to use.

Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

Business Benefit: You can now quickly jump to a specific group of REST APIs within each topic, saving you time and effort.

Tips And Considerations

Use these Implementation Best Practices to ensure success with your REST API projects.

Key Resources

• REST API for Oracle Enterprise Performance Management Cloud
  • About the REST APIs for EPM Cloud
  • EPM Cloud REST API Compatibility
  • Quick Reference Table - REST API Resource View

Access Requirements

• Service Administrators

New Version of Oracle Smart View for Office

Oracle Smart View for Office version 23.100 is now available from My Oracle Support and Oracle Technical Resources (formerly Oracle Technology Network).

Applies to: Account Reconciliation, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

The following new features are included:

• Search for Forms and Other Artifacts in Smart View

• Freeze Row and Column Headers Using Smart View Options

• New Smart View Options for Formatting Numbers, including:
  • Increased number of decimal places
  • Multiple formats for displaying negative numbers
  • Custom format for numbers

• Load Pages on Demand for Opening Forms Faster

• Ability to Preview POV while Importing Reports

• Compatibility of Forms and Ad Hoc Grids Between Smart View and Smart View (Mac and Browser)

• Support for Microsoft Office Themes (Including Dark Theme)

• New Health Check Options to Facilitate Microsoft Edge WebView2 Support

• New VBA: HypGetErrorInfo

Business Benefit: This Smart View release includes new features and defect fixes.

Steps to Enable

Download and install Smart View. See Downloading and Installing Clients in Getting Started with Oracle Enterprise Performance Management Cloud.

Key Resources

• Working with Oracle Smart View for Office
• Developing Applications for Oracle Smart View for Office
• Oracle Smart View for Office Readme

Updated EPM Books Extension for Smart View

An updated EPM Books extension for Oracle Smart View for Office is now available to download and install. This update includes general improvements and defect fixes.

Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Tax Reporting

Business Benefit: Downloading and installing the latest EPM Books extension for Smart View gives you access to the latest features, improvements, and defect fixes.

Steps to Enable

To take advantage of the features, improvements, and defect fixes in the EPM Books extension:

1. From within Smart View, in the Options dialog, Extensions tab, click the Check for Updates, New Installs, and Uninstalls link.
2. Select your business process instance, then follow the prompts.

Key Resources

• Working with Oracle Smart View for Office
  • Installing the EPM Books Extension
  • Books

Reports Output to Excel Support for Borders on Text Boxes, Notes, Charts, and Grids

When you import or export reports to Excel, you can now view the borders that were applied to text boxes, Notes, charts, and grids during report design.

Applies to:  Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

NOTE: Notes apply only to Narrative Reporting.

Business Benefit: Borders defined in the report are now displayed when imported or exported to Excel, thus persisting the look and feel of the reports.

Tips And Considerations

• For text boxes, Notes, and charts, these are imported as images, so their borders form part of the images.

• For grids, the borders are applied to the grid range. The borders in Excel may differ in appearance from the borders seen in the web application, as Excel cannot fully support the styles supported by report designer. For more information, see Differences between Reports and Reports Imported in Excel in Designing with Reports for Oracle Enterprise Performance Management Cloud.

• For sections of a report such as header, footer, or body, borders are currently not supported in Excel.

Key Resources

• Designing with Reports for Oracle Enterprise Performance Management Cloud
  • Report Properties
  • Differences between Reports and Reports Imported in Excel

• Working with Reports in Smart View in Working with Reports for Oracle Enterprise Performance Management Cloud

• Importing and Working with Fully Formatted Reports in Working with Oracle Smart View for Office

Activity Report Now Includes Data Center Information

The Activity Report now includes information about the data center that hosts your environment. Examples of data center information available in the Activity Report: Data Center: Amsterdam (EM2) (Classic environments) and Data Center: eu-amesterdam-1 (OCI environments.)

Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, Freeform, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

Business Benefit: The Data Center information helps you identify where your environment is hosted.

Key Resources

• Getting Started Guide for Administrators:
  • Information About Your Environment
  • EPM Cloud Data Center and Regions

Suppressing Missing Columns for Smart Push in Data Maps

In Data Maps, a new Suppress Missing Columns for Smart Push option enables customers to suppress missing columns from the source grid while performing a Smart Push.

Applies to: Enterprise Profitability and Cost Management, FreeForm, Planning, Planning Modules, Profitability and Cost Management

The new Suppress Missing Columns for Smart Push option is available on the Data Maps Options page.

Image shows Data Maps Options page

If the Suppress Missing Columns for Smart Push option is disabled, missing columns are included for the Smart Push.

Business Benefit: Suppressing missing columns for a Smart Push may enhance performance when customers move data and supporting detail from source cubes to a reporting cube while working in forms.

Key Resources

• Defining Data Maps Options in Administering Data Integration for Oracle Enterprise Performance Management Cloud

EPM Integration Agent Certification with Java 11

In this update, the EPM Integration Agent has been certified with Java release version 11 and higher. Java version 19 is the latest version tested at this time.

Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

To run the EPM Integration Agent with Java 11 or higher, you need to download the latest agent.

Business Benefit: This feature enables customers to use a newer version of Java based on their Java use policies.

Key Resources

• In Administering Data Integration for Oracle Enterprise Performance Management Cloud, see:
  • Configuring and Starting the EPM Integration Agent Process Description 
  • Downloading the EPMAgent ZIP

Data Management Feature Replacement by Data Integration

Data Integration is the next generation of the Data Management user interface, enabling users to easily build and manage Cloud EPM integrations. As feature parity between Data Integration and Data Management becomes complete, Data Management features will be turned off, and users will use the new Data Integration user interface instead. Integration definitions built with Data Management are also visible in Data Integration, which enables an easy transition. (Data Integration is a new UI on the Data Management data model and does not require migration of content from Data Management to Data Integration).

This will be a gradual process; future What's New documents will include information about the first set of planned changes as well as updates about additional changes planned for the future.

All Data Integration features discussed in this document are currently generally available in the Cloud EPM business processes.

Applies to: Account Reconciliation, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Tax Reporting

Starting with the July (23.07) update, the following features will no longer be available in Data Management, but will be available in Data Integration.  Data Integration is available from the Data Exchange card from the home screen in the Cloud EPM Business Process, and users can access these features in the current Cloud EPM update.

Data Management Feature	Data Integration Feature	Data Integration Navigation Path
Source System	Configure Connections	From the Data Integration UI, select the Actions drop down, and then Applications. In Applications, there is an icon next to the drop down labeled Configure Connections.
Target Application	Applications	From the Data Integration UI, select the Actions drop down, and then Applications.
Period Mapping	Period Mapping	From the Data Integration UI, select the Actions drop down, and then Period Mapping.
Category Mapping	Category Mapping	From the Data Integration UI, select the Actions drop down, and then Category Mapping.

Integration definitions built with Data Management are visible in Data Integration which enables an easy transition. (Data Integration is a new UI on the Data Management data model).  Please note that additional new integration features will only be included in Data Integration, and will not be back-ported to Data Management. Critical bug fixes and security fixes will still be made to Data Management until all features are fully migrated.  In addition, all features from Data Management will be migrated to Data Integration with the exception of the following:

• The batch feature will be replaced by the new Pipeline feature.  The Pipeline feature should be available sometime in CY23. (Safe Harbor applies.)

• The Report Definition feature will not be migrated, only the Report Execution feature.  Please note that Account Reconciliation and Financial Consolidation and Close provide a feature to report against the Data Integration relational tables using a custom SQL and a BI Publisher report template.

For reference, please see the Data Integration guide available from the documentation library for your specific EPM business process. Select the desired business process, then Books, and then scroll down to the Administering Data Integration for Oracle Enterprise Performance Management Cloud documentation link.

Business Benefit: Data Integration is the next generation of the Data Management user interface. It enables users to more easily build and manage Cloud EPM integrations.

Key Resources

• Administering Data Integration for Oracle Enterprise Performance Management Cloud

Account Reconciliation

Application Roles for Accessing Data Integration from Account Reconciliation

The Data Integration Administrator, Create Integration, and Run Integration application roles can be granted to users. These roles enable users to access Data Integration and Data Management functionality from Account Reconciliation.

Business Benefit: Service Administrators can control access to Data Management and Data Integration functionality by granting these roles to other users.

Key Resources

• Application Roles in Administering Access Control for Oracle Enterprise Performance Management Cloud
• Predefined Role Mapping in Administering Access Control for Oracle Enterprise Performance Management Cloud

Enterprise Data Management

There are no new features in this update except for the applicable features listed in the EPM Common section.

Financial Consolidation and Close

New Process for System Calculation of Ownership Eliminations and Adjustments

Prior to the 23.04 update, system calculated Ownership Eliminations and Adjustments (Acquisitions, Disposals, Entity Elimination Adjustments and Entity Proportion Adjustments) were written to the FCCS_Intercompany Eliminations data source member.

Starting from the 23.04 update, the new data source member FCCS_AcquisitionsDisposals will be used to capture system generated Ownership Adjustments and Eliminations (Acquisitions, Disposals, Entity Elimination Adjustments and Entity Proportion Adjustments). This member will be used from 23.04 when the EnableNewAcqDisp substitution variable is set to true.

If the EnableNewAcqDisp substitution variable is set to false or does not exist, then the FCCS_Intercompany Eliminations data source member will continue to be used. The ability to use FCCS_Intercompany Eliminations for system calculated Ownership Eliminations and Adjustments is temporary and will be removed in a later release.

Note that the substitution variable will be removed in a later update and the new data source member will be the only member that system ownership adjustments and eliminations are written to. This member is for system use only, so data can only be populated by system calculations and not by rules or data entry (load, manually entered or journalized).

The FCCS_AcquisitionsDisposals member is under the FCCS_TotalInputandAdjusted subtotal and not under FCCS_Total Eliminations to ensure that all values associated with acquisitions and disposals are eliminated in the system Intercompany Eliminations process. System Intercompany Eliminations are only applied to level zero members that are under FCCS_TotalInputandAdjusted, and do not include values from members under FCCS_Total Eliminations. Without this change, there could arise a situation where acquisitions and disposals could be generated, prior to both translation and then elimination. The FX entry in FCCS_Intercompany Eliminations member might not be eliminated at the same time as the matching data point within FCCS_TotalInputandAdjusted.

Business Benefit: The addition of the new seeded FCCS_AcquisitionsDisposals member under the FCCS_TotalInputandAdjusted subtotal ensures that all values associated with acquisitions and disposals are properly eliminated in the system Intercompany Eliminations process.

Key Resources

• Enabling Ownership Management in Administering Financial Consolidation and Close
• Data Source Dimension in Administering Financial Consolidation and Close

Ability to Create Unbalanced Consolidation Journals

The Consolidation Journals process now includes the ability to create unbalanced journals. If you select the Unbalanced Journals option during the Enable Features process, all users who can create journals can create unbalanced journals, which are allowed for all Scenarios, Entities, Consolidation members, Entity currency and all input currencies. You can filter the Managed Journals screen as well as the Template screen for Unbalanced Journals. You can also import unbalanced journals.

NOTE: This feature is only available for applications that use Dense/Sparse Optimization (DSO).

Business Benefit: This feature provides more flexibility for creating Consolidation Journals by allowing you to create unbalanced journals that are offset by other business processes, such as custom rules or data loads, or if you have data from varying systems.

Key Resources

• Working with Consolidation Journals in Administering Financial Consolidation and Close

Metadata Solve Order Substitution Variable

The EnableSolveOrderImport substitution variable for Metadata Solve Order is now enabled by default.

Business Benefit: The EnableSolveOrderImport substitution variable enables you to retain customized Solve Order values for seeded members during application import, upgrade, or an incremental Enable Features process.

Key Resources

• Applying Solve Order for Metadata in Administering Financial Consolidation and Close

REST APIs for Importing and Exporting Consolidation Journals

You can use these REST APIs to run Import or Export Consolidation Journals using the job name specified in Financial Consolidation and Close.

Business Benefit: The ability to perform these tasks with a REST API allows you to schedule and automate these tasks.

Key Resources

• Import Consolidation Journals in REST API for Oracle Enterprise Performance Management
• Export Consolidation Journals in REST API for Oracle Enterprise Performance Management

REST API for Validating Metadata

You can use the Validate Metadata REST API to run the Metadata Validation process in Financial Consolidation and Close.

Business Benefit: The ability to perform this task with a REST API allows you to schedule and automate this task.

Key Resources

• Validate Metadata in REST API for Oracle Enterprise Performance Management

Performance Substitution Variables

The OptimizeConcurrency, OptimizePelimCalculation, EnableYearlyConsol, ParallelCustomDimDSO, and ParallelCustomDimTranslation substitution variables can be enabled to improve performance.

OptimizeConcurrency = True

This substitution variable improves concurrency of the consolidation process by executing some of the calculations at the very beginning or at the end. The degree of improvement depends on the entity structure of a given customer. Customers with deeper entity hierarchies will benefit the most.

OptimizePelimCalculation= True

This substitution variable improves Partner Eliminations (PElim) performance. If there is a consolidation performance degradation when deploying a user-created “Partner Eliminations Configurable Consolidation Rule” that has an account re-direction, adding this variable can provide significant performance improvement.

EnableYearlyConsol = True

The EnableYearlyConsol substitution variable can be enabled to improve performance for multi-period consolidations in applications that use the Dense/Sparse Optimization option (where Period and Movement are the Dense dimensions).

This substitution variable is applicable if the application meets all of these conditions:

• The application uses the Dense/Sparse Optimization option (Period and Movement are Dense dimensions)
• You have two or more dirty periods, and two or more hierarchy levels
• The dirty entities are identical across periods
• Equity Pickup sequence is not enabled

ParallelCustomDimDSO = True

This substitution variable improves the performance of the consolidation process in applications with Dense/Sparse Optimization, where the Period and Movement dimensions are Dense dimensions. To see performance improvements, you should set this substitution variable to True.

ParallelCustomDimTranslation = True

This substitution variable can improve the performance of the consolidation process in applications with Dense/Sparse Optimization, where the Period and Movement dimensions are Dense dimensions. To see performance improvements, you should set this substitution variable to True. If any degradation is noticed, you should delete this variable.

Business Benefit: These substitution variables help in improving consolidation performance.

NOTE: The degree of performance improvement varies widely across different applications as it is purely driven by the application design and data distribution.

FreeForm

There are no new features in this update except for the applicable features listed in the EPM Common section.

Narrative Reporting

Improved Clarity of Embedded Content Images Within PowerPoint Report Packages

A new image type is being used for embedded content images within PowerPoint Report Packages. The new image type provides a clearer rendering of the embedded chart, graph, or table image on the slide. Additionally, clarity is better maintained when the image is resized. After the upgrade, the new image type will be used in the next refresh of the embedded content within the Report Package.

NOTE: Report reference doclet grids will continue to use the prior image type. Report reference doclet charts and graphs will utilize the new image type.

Before: 

Before, PNG (Portable Network Graphic) Was the Default Image Type

After:

EMF-Enhanced MetaFile Will Be the Default Image Type for the Next Update

To embed content that uses the new image type in PowerPoint Report Packages, install the 23.04 or later version of the Narrative Reporting extension for Smart View. See "Updated Narrative Reporting Extension for Smart View" for installation information.

Business Benefit: This feature improves the clarity of embedded images within PowerPoint Report Packages.

Key Resources

• Embedding Content in a Doclet in Working with Oracle Smart View for Office

Report Reference Doclets Now Support Adding Report Text and Note Boxes as Available Content in the Report Package

Report Reference doclets can now designate any Text or Note boxes on the Report as available content. Regular doclet authors can embed the Text and Note boxes using the same process as grids and charts.

To use Smart View to embed Text or Note boxes in Regular doclets, install the 23.04 or later version of the Narrative Reporting extension for Smart View. See "Updated Narrative Reporting Extension for Smart View" for more information.

Business Benefit: You can now specify Notes and Text boxes in a report as available content, and embed them in a regular doclet.

Key Resources

• Making Reports Content Available in a Reference Doclet in Authoring and Approving Doclets for Narrative Reporting
• About Embedded Content From Reference Doclets in Working with Oracle Smart View for Office

Support for Notes Objects when Importing or Exporting Reports to Excel

When you import formatted reports in Smart View or download (export) them to Excel from the web application, any Notes objects present in the report are also imported or exported as images along with the report. When you edit the POV, the Notes corresponding to the selected POV are displayed in the report. Similarly, on refreshing the report in Smart View, the latest Notes are fetched and displayed in the report.

Business Benefit: Notes present in a report can be imported or exported and viewed in Excel properly.

Key Resources

• Working with Reports in Smart View in Working with Reports for Oracle Enterprise Performance Management Cloud
• Importing and Working with Fully Formatted Reports in Working with Oracle Smart View for Office

Updated Narrative Reporting Extension for Smart View

An updated Narrative Reporting extension for Oracle Smart View for Office is now available to download and install. Along with general improvements and defect fixes, this update includes support for these Narrative Reporting features:

• Improved Clarity of Embedded Content Images within PowerPoint Report Packages
• Report Reference Doclets Now Support Adding Report Text and Note Boxes as Available Content in the Report Package
• Support for Notes Objects when Importing Reports to Excel

These features are described in detail in the feature summaries listed under Narrative Reporting.

Business Benefit: Downloading and installing the latest Narrative Reporting extension for Smart View gives you access to the latest features, improvements and defect fixes.

Steps to Enable

To take advantage of the features, improvements, and defect fixes in the Narrative Reporting extension, choose an option to install the extension update:

• From within Smart View, click the Check for Updates, New Installs, and Uninstalls link in the Options dialog, Extensions tab, select your Narrative Reporting instance, then follow the prompts.

• From the Narrative Reporting web interface, Downloads page, download the "Smart View Extension for EPM Cloud Narrative Reporting" SVEXT file, then double-click the file to install.

Key Resources

• Installing the Narrative Reporting Extension in Working with Oracle Smart View for Office

• Downloading and Installing Clients in Oracle Enterprise Performance Management Cloud Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

• Downloading and Installing Clients in Oracle Enterprise Performance Management Cloud Getting Started with Oracle Enterprise Performance Management Cloud for Users

Planning

Easier Way to Delete Members Used in Insights and Auto Predict Definitions

You can now more easily delete members that are used in Auto Predict prediction or insights definitions or in insights.

In the Simplified Dimension Editor, if you get an error message when you try to delete a member because it is in use in the application, you can now use Show Usage to see when a member is used in an Auto Predict prediction or insights definition or in an insight by clicking the IPM tab:

IPM tab of Show Usage

Once you see where the member is used, you can edit or delete the prediction or insights definition or delete the insight. To delete an insight, on the Insights dashboard, from the Actions menu for the insight you want to delete, click Delete Insight.

Business Benefit: It's easier to delete a member that is used in insights or Auto Predict definitions:

• The new IPM tab in Show Usage shows where a member is referenced in insights or prediction definitions.
• If the member is referenced in an insight, Administrators can now delete an insight with the new Delete Insights option.

Tips And Considerations

• Only administrators can delete insights.
• The Show Usage update to show Insights usage is available only in the simplified dimension editor.
• You can search for a member on the Insights dashboard and easily remove all insights that reference the member. Then you can delete the member.

Key Resources

• Administering Planning
  • Showing Member Usage in an Application
  • Managing Insight Definitions and Generated Insights

Profitability and Cost Management

Enterprise Profitability and Cost Management

Application and Rule Design Best Practice Checks in Model Validation

Application and rule design best practice checks have been added to Model Validation.

Business Benefit: Application and rule design best practice checks during model validation enable users to self diagnose performance issues caused by any rule and application design choices that are counter to design best practices. 

Key Resources

• Administering and Working with Enterprise Profitability and Cost Management
  • About Model Validation
  • Validating Models
  • Model Validation Errors and Warnings

Enhanced Calculation Statistics Comparison Report

The existing Calculation Statistics Comparison report has been enhanced. The report now has two worksheets. Job Statistics prints the calculation record-level statistics and provides a comparison on some of those statistics. Rule Statistics prints the rule-level statistics and provides a comparison on some of those statistics. While the menu option "Calculation Statistics Comparison Report" remains the same, the various report types (PDF, WORD, EXCEL, HTML, XML) are no longer available; and by default, the report prints in Excel format only. You can select up to five calculation records for this report.

Business Benefit: More details in the Calculation Statistics Comparison report provides you with more information on the differences in the calculation statistics for two calculation records.

Key Resources

• Generating a Calculation Statistics Comparison Report in Administering and Working Enterprise Profitability and Cost Management

REST API to Generate a Model Documentation Report

A new REST API is now available to generate a Model Documentation report.

Business Benefit: This REST API is an efficient way to generate reports for large data models.

Key Resources

• Generate Model Documentation Report in REST API for Oracle Enterprise Performance Management Cloud

Access Requirements

• Service Administrator

Profitability and Cost Management

There are no new features in this update except for the applicable features listed in the EPM Common section.

Tax Reporting

There are no new features in this update except for the applicable features listed in the EPM Common section.

IMPORTANT Actions and Considerations

One-Week Lag Between Readiness Documents Live and Help Center Live

Because Oracle readiness documents (What's New and New Feature Summary) are live one week before the monthly update is applied to Test environments, some links to documentation included in the readiness documents will not work until after the Oracle Help Center update is complete when the monthly update is applied to Test environments.

EPM COMMON

EPM Cloud Plan to Discontinue Support for Non-Redwood Experience Themes

Oracle's Redwood UX Design is helping organizations improve user productivity, reduce training costs, and increase user satisfaction. As such, it has gained wide adoption across our Oracle Cloud user base. Within Cloud EPM the Redwood Theme has had significant adoption, and major new platform innovations over the past few years have primarily been released only within the Redwood theme. Going forward, future innovations in Cloud EPM and Redwood UX Design patterns are likewise targeted to be available within the Redwood theme only. In a future update (planned towards December 2023), Oracle EPM Cloud plans to support only the Redwood Experience theme. All non-Redwood themes are planned to be de-supported. Customers are advised to plan on shifting their user base to the Redwood Experience theme. All new implementations are recommended to be initiated with Redwood theme only.

More details are covered in this Cloud Customer Connect session in April 2023: EPM – Why You Should Be Using The Redwood Theme in EPM Cloud

This session covers why users should be adopting the Redwood theme, customizations available within the theme (such as company logo), and the future plans around non-Redwood themes for Cloud EPM.

Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

Upcoming Change to Look and Feel of Help Center Books and Tutorials

In a future update, Oracle Help Center books and tutorials will have a new look and feel with new colors, layout, and social media links.

Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

EPM Cloud Plan for the User Variables Dimension Column to Honor the Alias Setting in User Preferences

In a future release, the Dimension column on the User Variables page within User Preferences will honor the Alias Setting in User Preferences. So if an alias name is defined for a dimension, then the Dimension column on the User Variables page will show that dimension’s alias based on the alias table selected in User Preferences. If no alias is defined for the dimension, the dimension name will be displayed.

Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Tax Reporting

EPM Cloud Plan to Restrict the 0x1A Character and 0xA0 Character in Member Names, Aliases, and Attribute Names

Starting in 23.06, the 0x1A ASCII substitute character (zero-width space) and the 0xA0 Unicode character (no-break space) will no longer be allowed in member names, aliases, and attribute names.

Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Tax Reporting

EPM Cloud Plan to Transition from Identity Cloud Service (IDCS) to Identity and Access Management (IAM)

EPM Cloud environments on OCI (Gen 2) will transition from Identity Cloud Service (IDCS) to Identity and Access Management (IAM) domains in the coming months. For information on IAM, see Overview of Identity and Access Management.

After this transition, existing IDCS administration and My Profile functionalities will remain the same, but will be hosted on Oracle Cloud Console. The Oracle Cloud sign-in page will have an updated design to match the latest Oracle Cloud design guidelines.

Please see Schedule - Identity Domains to Existing OCI Tenancies for the estimated schedule for introducing OCI IAM identity domains to different OCI regions.

Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

Enhanced Integration API and Drill Type UI Options in Data Management System Settings

In the System Settings option of Data Management, the Enhanced Integration API and Drill Type UI options have been removed from the list of options in this update.

Formerly, the Enhanced Integration API setting was added temporarily to address backward compatibility considerations.

The Drill Type UI setting formerly enabled users to select either the Classic or Simplified user interface when drilling down in Oracle Enterprise Performance Management. The default drill type user interface is now the Simplified User Interface and the Classic option for the user interface of Drill Landing Page is no longer available.

Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

Deprecation of Calculation Manager Administrator Application Role

Oracle will deprecate the Calculation Manager Administrator application role in a monthly update in the near future.

The deprecation of this role does not affect the current access rights granted through application role assignments. If you have any concerns about this update, please open a service request that identifies your concerns.

Applies to: Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Tax Reporting

Forms 2.0 and Dashboards 2.0

Within the next 6 months, Forms 2.0 and Dashboards 2.0 functionality will be available. Forms 2.0 and Dashboards 2.0 use Oracle JET technology for faster rendering, sophistication, ease of use, improved flexibility, better visualization, and additional designs. To work with Forms 2.0 and Dashboards 2.0, you must enable the Redwood Experience. Forms 1.0 and 2.0 and Dashboard 1.0 and 2.0 versions will continue to coexist in the same business process at the same time.

Forms 2.0 features:

• Forms runtime-only improvements
• Usability improvements
• Better scalability and enhanced performance
• Greater consistency between Web forms and Smart View forms
• Easily switch from Forms 1.0 to Forms 2.0 and back using an application setting

Dashboards 2.0 enhancements:

• Introduces a new Grid chart type which renders Forms 2.0 inside Dashboards 2.0
• New URL and Commentary types of Dashboard objects
• Custom formatting of titles and support for background colors in URL, Commentary, and Grid objects
• New user interface for associating business rules
• Ability to display multiple Gauge, Pie, and Doughnut charts inside one Dashboard object
• New menu options for opening and editing forms directly from the Dashboard
• New Information icon for the Dashboard and all Dashboard objects
• Ability to easily convert 1.0 Dashboards to 2.0 individually and at the folder level on the Dashboards listing page

Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Tax Reporting

Calculation Manager Errors and Warnings Enforcement

In a future update, Calculation Manager will enforce the execution of the Errors & Warnings diagnostic tool for any rule being launched, validated, or deployed from it. If there are errors that result from this new process, Calculation Manager will not execute, validate, or deploy the rule. This new process will apply to all new applications once released. Existing applications will have a finite period of time to bypass this new process to allow you to modify the rules that violate the new Errors & Warnings diagnostic analysis. In all cases, existing rules that are already deployed will continue to run as-is without any change in behavior.

Applies to: Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Tax Reporting

Change in Behavior for Grids Created from Groovy and REST APIs for ASO Cubes

In a future update, the suppression behavior for grids created via Groovy DataGridDefinitionBuilder and the exportdataslice REST API for ASO cubes will be made consistent with that of the run time data grids created using the Form Designer. Previously, if a grid was built for an ASO cube in Groovy or REST API, then the system used the NON EMPTY MDX clause to suppress missing rows when the suppressMissingBlocks flag was true. Now, when a grid is built for an ASO cube, it will use the NON EMPTY MDX clause when suppressMissingRows is true, and suppressMissingBlocks will be ignored. This means that ASO grids with suppressMissingRows true and suppressMissingBlocks false will now start using MDX. Likewise, ASO grids with suppressMissingRows false and suppressMissingBlocks true will no longer use MDX. Grids where the suppressMissingRows and suppressMissingBlocks flags had the same value will not be impacted. These changes may result in a change in behavior or performance for some ASO grids. If this happens and is undesirable, consider toggling the value of suppressMissingRows from the builder or the JSON payload in case of the REST API.

Applies to: Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Tax Reporting

Mandatory Steps Required to Make the Explore Repository Artifacts Accessible to Users

Prior to the July (22.07) update, Oracle Enterprise Performance Management Cloud used the WORLD pre-seeded group to grant access to Explore Repository artifacts such as reports and folders. Starting with the July (22.07) update, the WORLD group was removed. If you previously used the WORLD group to grant access to repository artifacts, complete these steps to ensure that users can access Repository artifacts:

1. Create a group in Access Control with all EPM Cloud users as its members.
2. In Explore Repository, grant access privileges to the group you created in the preceding step.

For detailed steps, see Granting Access Permissions to Document Repository Users in Working with Financial Reporting for Oracle Enterprise Performance Management Cloud.

Applies to: Account Reconciliation, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

Task Manager Email Notification Settings

Starting in the April (22.04) update, the service changed the handling of Task Manager’s Email Notification settings during a migration. The target service’s Task Manager Email Notification settings were updated with the settings from the source service. If a customer wants to retain the target service’s Task Manager Notification settings, they can generate an LCM export with the notification settings from the target service, perform the source migration, then import the LCM file with the notification settings.

Applies to: Financial Consolidation and Close, Planning, Planning Modules, Tax Reporting

See LCM Export and LCM Import in REST API for Oracle Performance Management Cloud.

Netsuite Planning and Budgeting as a Provider

In a future update, EPM business processes will support Netsuite Planning and Budgeting as a provider. While the Connections page displays Netsuite Planning and Budgeting as a provider in this update, the feature is not yet supported for EPM business processes.

Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Tax Reporting

Purging of Audit Information

Since the March (23.03) update, audit records older than 365 days are automatically purged. Purged audit records are not stored or accessible. As a best practice, you may want to take a backup of historical audit data. To do this, select one of the following options:

• Export: Select the Export option on the Actions menu from the Audit card by selecting the appropriate filters.

• EPM Automate command: Use the exportAppAudit command. See exportAppAudit in Working with EPM Automate for Oracle Enterprise Performance Management Cloud.

• EPM Automate script: Use the Windows or Linux scripts to automate the process of exporting and archiving application audit data to a local computer. See Automate the Archiving of Application Audit Records in Working with EPM Automate for Oracle Enterprise Performance Management Cloud.

Submit a service request if you encounter problems backing up historical audit data.

Applies to: Financial Consolidation and Close, Tax Reporting

Performing Calculations Without Having to Submit Your Changes (Calc on the Fly)

In a future update, Financial Consolidation and Close and Tax Reporting will support calc on the fly. While the Application Settings option Enable User Formulas in Ad Hoc is available in this update, the feature is not yet supported for these products.

Applies to: Financial Consolidation and Close, Tax Reporting

Data Maps with Mapping or Cross Applications

Data Maps with mapping or cross applications are not supported in this update. If the Data Map has mapping or is a cross-application, it needs to be attached to a form or included in the Groovy rule and run as a Smart Push.

Applies to: Enterprise Profitability and Cost Management, Planning, Planning Modules

Internet Explorer 11 End of Support and Smart View

Microsoft announced end of support of Internet Explorer 11 by June 15, 2022.

Do not uninstall Microsoft Internet Explorer, even after the end-of support date of June 15, 2022. Instead, you may securely disable Internet Explorer following Microsoft’s guidelines. In situations where the Internet Explorer browser would be called, the Edge browser will be launched instead.

Oracle Smart View for Office does not require the Internet Explorer browser specifically. However, Smart View depends on Windows components (for example, WinInet APIs) that may have dependencies on Internet Explorer. Microsoft recommends keeping Internet Explorer installed on the machine since uninstalling may cause other applications that are dependent on it to work incorrectly. Microsoft also recommends updating to the latest security patches as they become available.

For more information, Oracle Support Document 2877741.1 (Impact on Smart view with Microsoft decommissioning Internet Explorer 11 on June 15, 2022) can be found at: https://support.oracle.com/epmos/faces/DocumentDisplay?id=2877741.1

Applies to: Account Reconciliation, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

Updated Smart View Browser Extension Required for Chrome and Edge

An updated Smart View browser extension for Google Chrome and Microsoft Edge is available. This extension is required for Oracle Smart View for Office to interact with supported browser-based EPM Cloud business processes in these ways:

• Starting in a form or ad hoc grid in Smart View, use drill-through to launch an application web page in a browser.
• Starting in a web application, launch a form or ad hoc grid in Smart View for Excel.
• Starting in a Task List in Smart View, opening a task in a browser.

This required browser extension update is strictly for the Chrome and Edge browsers only. This is not an update for extensions, such as the Planning Admin or Narrative Reporting extensions, within Smart View.

This update is required only if your default browser is Chrome or Edge. If your default browser is Mozilla Firefox, then this update does not affect you.

The extension is available in the Chrome Web Store from either the Chrome or Edge browser. In the Chrome Web Store, search for "smart view" to locate the extension update. The version number is 22.200. Then follow the instructions for Google Chrome or Microsoft Edge in Installing Browser Add-ons in the Oracle Smart View for Office Installation and Configuration Guide.

Note that from January 1, 2023, the earlier version of the browser extension does not work with Chrome or Edge. You must update your extension in order to continue interactions between Smart View and browser-based business processes in EPM Cloud.

Applies to: Account Reconciliation, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

Office 365 Add-ins Command Change by Microsoft to Impact Buttons in Smart View (Mac and Browser)

To improve security in Office Add-ins, Microsoft Office 365 has made changes to its ExecuteFunction add-in command from October 30, 2022. Since Smart View for Office (Mac and Browser) uses this command in its ribbon buttons and menus, some buttons may stop working from October 30. For example, buttons such as Undo, Redo, or Refresh on the Smart View and provider ribbons. This issue is resolved in the latest Smart View update of 22.11. As the changes are limited to server update, you are not required to create and deploy a new manifest file again for resolving this issue.

For more information on Microsoft’s announcement, see Announcing changes to Office Add-ins’ ExecuteFunction commands.

Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Tax Reporting

Financial Reporting Valid Intersections Behavior Change

Starting in the May (23.05) update, Financial Reporting (FR) will filter and restrict data results based on valid intersections that are defined in the Cloud EPM application. FR does not currently filter the Point of View (POV) members based on valid intersections, but going forward, if an invalid intersection is selected in the POV when previewing a report or importing a report into Smart View, users will receive the following error and the data for the invalid intersection will not be displayed. The user will need to select a valid intersection in the POV dimensions to display data in the report. Additionally, there might be some cases where the report designer may need to edit the member selections in the grid to reflect valid intersections.

Prior to the May (23.05) update, FR displays data for invalid intersections. This change in behavior was implemented for consistency in FR with Reports and forms. There are no plans to implement POV member filtering in FR for valid intersections, given the planned upcoming deprecation of FR. Reports will support valid intersections in an upcoming release, with POV member filtering for valid intersections.

Applies to: Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Tax Reporting

Oracle Financial Reporting Statement of Direction

Please refer to the Statement of Direction for Oracle Financial Reporting:

Oracle Support Document 2910806.1 (EPM Cloud Financial Reporting Statement of Direction)

Oracle Financial Reporting “Expand All” Feature Statement of Direction

Please refer to Statement of Direction for Oracle Financial Reporting “Expand All” feature:

Oracle Support Document 2920293.1 (EPM Cloud Financial Reporting: Expand All Feature Statement of Direction)

ACCOUNT RECONCILIATION

Saved Lists Will Be Renamed

In a future update, Saved Lists will be renamed Saved Views.

Maximum Items and Maximum Attachment Size

In an upcoming release, the Maximum Items and Maximum Attachment Size settings will be moved to the Governors tab under System Settings.

Governor for Pre-mapped Transactions Load Process

Pre-mapped transactions load process now has a governor added to set a maximum limit of 500,000 transactions per file. Imports larger than this should be broken up into multiple files.

ENTERPRISE DATA MANAGEMENT

Financials Cloud General Ledger Allow Duplicates Default Change

Starting in the March (23.03) update, when registering Financials Cloud General Ledger applications the default setting for Allow Duplicate Nodes on the Financial Setup screen has been changed to False.

Reference Dimensions Renamed to Lookup Dimensions

Starting in the March (23.03) update, Reference Dimensions in Enterprise Data Management Cloud have been renamed to Lookup Dimensions.

Ability to Request Increases in Enterprise Data Management Governor Limits

Starting in the March (23.03) update, you can submit a technical service request to increase the following internal Enterprise Data Management Cloud governor limits:

• Maximum number of request items for specific types of requests
  • Subscription
  • Import
  • Load
  • Interactive
  • Consolidation

• Maximum number of rows that can be added to a request attachment via the public API

Key Resources

• Requesting an Increase in Enterprise Data Management Governor Limits in Oracle Enterprise Performance Management Cloud Operations Guide

Query Request API No Longer Returns Workflow Information for Requests by Default

In an upcoming release, when using the Query Requests API to retrieve summary information for requests, workflow information (such as request invitees, approvers, and commits) will no longer be returned by default for performance reasons. Instead, the option to return workflow information will be available via a parameter in the API.

Key Resources

• Query Requests in REST API for Oracle Enterprise Data Management Cloud Service

FINANCIAL CONSOLIDATION AND CLOSE

FCCS_Global Assumptions Member

The FCCS_Global Assumptions member and its descendants (if any), from the Entity dimension will be restricted member(s) for On Demand Rules starting from the June (23.06) update. Financial Consolidation and Close users won’t be able to use the FCCS_Global Assumptions member and its descendants (if any) as Run Time Prompts (RTPs) while running On Demand Rules.

Future Updates to Ownership Management Locking / Unlocking

Currently there is a single Process Management Approval Unit for all instances of a shared entity. As a result, when data for one instance is Locked in Process Management, all instances are Locked. The same Locking logic will apply to Ownership Management. When data is locked for an Approval Unit POV, Ownership Management settings are also locked for the same Approval Unit POV. As noted above, this link from Process Management Locking / Unlocking to Ownership Management settings can be disabled using a Substitution Variable. Note that this ability to disable the link will be temporary.

When future updates to improve Organization-by-Period functionality are made available, there will be one Process Management Approval Unit for each instance of a shared entity rather than one Approval Unit for all instances. When this is first implemented, the same Locking / Unlocking logic will apply. When the Process Management Approval Unit is locked, then both data and Ownership Management settings will be Locked, but on an instance-by-instance basis for shared entities. At this point, the link between Approval Unit Locking / Unlocking and Ownership Management settings Locking / Unlocking will no longer be able to be disabled. This is to ensure that a change in Ownership settings cannot cause Locked data to be impacted.

A further update will then be implemented to provide a little more flexibility in Locking / Unlocking Ownership Management settings. These settings will be able to be Locked before the Process Management Approval Unit for the same POV is Locked. Ownership Management settings will only be able to be Unlocked if the matching Process Management Approval Unit is unlocked. This will allow users to work on updating data without worrying about ownership settings affecting their results. Again, the link and dependency between Locking / Unlocking data and Ownership Management settings will not be able to be disabled.

Posting Data Against Global Assumptions

It is recommended that you do not post data against the Global Assumptions member in the Entity dimension. This member is used to store information such as currency rates. Starting with the July (22.07) update, if you post data against Global Assumptions, an error occurs.

Phased Approvals

If you decide to enable Phased Approvals in your application, take note of the following considerations:

• You will need to manually modify your Data Status forms to replace the dimension member "FCCS_Status_ApprovalStatus" with the new member "FCCS_Status_ConsolidatedApprovalStatus".

• If you try to export the application from the March (22.03) update and import it to the February (22.02) update, you must update your Data Status form by changing the dimension member FCCS_Status_ConsolidatedApprovalStatus back to FCCS_Status_ApprovalStatus.

• Additionally, you will encounter errors during the import because new artifacts related to Phased Approvals are not supported in the February (22.02) update.

Enterprise Journal Dimension Persistence

In a future update, all Enterprise Journal dimension attributes will persist their values once they are set in the Journal.

Consolidation Journal Application Roles Not Automatically Mapped to Any Predefined Role

In a future update, the following consolidation journal-related application roles will no longer be mapped to any predefined role, including Service Administrator.

• Create Journals
• Submit Journals
• Approve Journals
• Post Journals
• Un-Post Journals
• Manage Journal Periods

These roles will need to be explicitly assigned to new users from the Manage Application Role tab of Access Control. However, your existing users who already have these journal roles assigned will continue to have these roles assigned to them.

If you have any concerns, please open a service request.