- Revision History
- Overview
- Feature Summary
- Enterprise Performance Management
-
- EPM Common
-
- Updates to the Oracle Enterprise Performance Management Cloud Operations Guide
- EPM Automate Updates
- New Version of Migration REST APIs
- Update to the EPM REST API for Run Recreate on a Service
- Ability to Keep the Daily Maintenance Start Time of Target Environment in Clone Environment
- Modified Sorting in Access Control
- Activity Report Enhanced with Task Manager Manual Task Metrics
- New Version of Oracle Smart View for Office
- Smart View SVEXT Extensions Now Downloadable from Firefox
- Reports Include Hidden Dimensions When Importing or Exporting to Excel Ad-Hoc
- Grid Formulas and Text Segments in Reports Removed from Importing or Exporting to Excel Ad-Hoc
- Suppressing Repeated Members Now Supported in Standard Mode in Smart View Ad Hoc Grids
- Display Member Names and Aliases in Separate Columns in Smart View Ad Hoc Grids
- Direct Drill
- New Save As Option for Jobs
- Drop-down List for Date Format for Pre-Built Task Manager Account Reconciliation Integrations
-
- Account Reconciliation
- Enterprise Data Management
- Financial Consolidation and Close
- FreeForm
- Narrative Reporting
- Planning
- Profitability and Cost Management
- Tax Reporting
- IMPORTANT Actions and Considerations
This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Product | Feature | Notes |
|---|---|---|---|
| 11 AUG 2022 | IMPORTANT Actions and Considerations | Updated document. Added content to EPM Common section. | |
| 28 JUL 2022 | Created initial document. |
HAVE AN IDEA?
We’re here and we’re listening. If you have a suggestion on how to make our cloud services even better then go ahead and tell us. There are several ways to submit your ideas, for example, through the Ideas Lab on Oracle Customer Connect. Wherever you see this icon after the feature name it means we delivered one of your ideas.
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.
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.
Column Definitions:
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
Enterprise Performance Management
Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, August 5, 2022.
Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, August 19, 2022.
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, August 5, 2022.
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.
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 will be posted to My Oracle Support.
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.
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 EPM Cloud on YouTube, Twitter, Facebook, and LinkedIn.
These are great resources for the latest updates and information about EPM Cloud.
Updates to the Oracle Enterprise Performance Management Cloud Operations Guide
The Oracle Enterprise Performance Management Cloud Operations Guide now contains an application design checklist for Account Reconciliation Implementation Success Program enrollment request. Additionally, this guide has been updated with information on a new request for blocking access from specific countries to OCI (Gen 2) 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 application design checklist streamlines the information you need to provide for application design document review as a part of Implementation Success Program for Account Reconciliation.
The new request provides the ability to block connections originating from unwanted countries to OCI (Gen 2) environments.
Key Resources
A new version of EPM Automate is now available. This version introduces the calculateModel, clearDataByPointOfView, copyDataByPointOfView, deletePointOfView, executeReportBurstingDefinition, getIPAllowlist, setIPAllowlist, and validateModel commands. Additionally, this update contains changes to the addUsers, recreate, replay, and updateUsers commands.
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
calculateModel Command
This command runs the calculation process in Enterprise Profitability and Cost Management applications.
clearDataByPointOfView Command
This command clears data within a specific Point of View (POV) for an Enterprise Profitability and Cost Management cube.
copyDataByPointOfView Command
This command copies data from a source POV in a cube to a destination POV in the same or another cube in an Enterprise Profitability and Cost Management application.
deletePointOfView Command
This command deletes artifacts and Essbase cube data from a POV in an Enterprise Profitability and Cost Management application.
executeReportBurstingDefinition Command
This command executes bursting for a single report or book for more than one member of a single dimension, and publishes a PDF or static (not refreshable in Oracle Smart View for Office) Excel output for each member.
getIPAllowlist Command
This command displays the IP addresses and Classless Inter-Domain Routings (CIDRs) included in the current allowlist in an OCI (Gen 2) environment.
setIPAllowlist Command
This command configures an allowlist of IP addresses and CIDRs that are permitted to access an OCI (Gen 2) environment. This command can be used to add or remove IP addresses and CIDRs.
validateModel Command
This command validates an Enterprise Profitability and Cost Management model and writes validation output to a file.
Changes to the addUsers and updateUsers Commands
Additional validations have been added to the addUsers and updateUsers command. Each column in the user definition CSV file used with these commands must have valid information such as first name, last name, user login, and email ID for each user. These commands validate each definition for mandatory values and display error messages that identify each missing or invalid value.
Changes to the recreate Command
The behavior of this command has been modified to retain the current version of Essbase if a value for the EssbaseChange optional parameter is not specified. Previously, the command used to change the Essbase version to hybrid Essbase if the environment was created after April 20, 2020 and EssbaseChange=Downgrade was not specified.
Changes to the replay Command
The lagTime optional parameter, which specifies the number of seconds that the command should wait between the execution of each HAR file included in the replay file, has been updated to use a default value of 5 seconds. The command now displays an error if you specify a value less than 5 seconds.
Business Benefit: The calculateModel command helps you automate the calculation process in Enterprise Profitability and Cost Management applications.
The clearDataByPointOfView, copyDataByPointOfView, and deletePointOfView commands help you manage data in Enterprise Profitability and Cost Management cubes.
The executeReportBurstingDefinition command helps you automate the process of bursting a report or book.
The getIPAllowlist and setIPAllowlists commands provide a self-service method to configure and manage allowlists for OCI (Gen 2) environments without requiring a service request to Oracle.
This ValidateModel command helps you automate the process of validating Enterprise Profitability and Cost Management models.
Changes to the addUsers and updateUsers commands provide user-friendly error messages to help you fix the input file provided in the command.
Changes to the recreate command ensures that the current Essbase version is not changed unless you request a change using the essbaseChange optional parameter.
Update to the replay command enforces a minimum lag time between replay execution to mimic real-life scenarios that exert processing load on an environment.
Key Resources
Working with EPM Automate for Oracle Enterprise Performance Management Cloud:
- Installing EPM Automate
- addUsers
- calculateModel
- clearDataByPointOfView
- copyDataByPointOfView
- deletePointOfView
- getIPAllowlist
- executeReportBurstingDefinition
- replay
- setIPAllowlist
- updateUsers
- validateModel
New Version of Migration REST APIs
A new, simplified v2 version of several Migration REST APIs 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.
The new v2 version applies to these REST APIs:
- Copy to Object Store (v2)
- Copy From Object Store (v2)
- Send Email (v2)
- Delete File (v2)
- Run Recreate on a Service (v2)
- Restart the Service (v2)
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.
Key Resources
-
Migration REST APIs in REST API for Oracle Enterprise Performance Management Cloud
Role Information
- Service Administrators
Update to the EPM REST API for Run Recreate on a Service
The EPM REST recreate API has been changed to not update the Essbase version if the EssbaseChange parameter is not specified. Previously, the API used to change the Essbase version to hybrid Essbase if the environment was created after April 20, 2020 and EssbaseChange=Downgrade was not specified.
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: This ensures that the Essbase version is not updated if you run recreate on your environment unless you request a change using the EssbaseChange optional parameter.
Key Resources
-
Run Recreate on a Service in REST API for Oracle Enterprise Performance Management Cloud
Role Information
- Service Administrators
Ability to Keep the Daily Maintenance Start Time of Target Environment in Clone Environment
A new check box Daily Maintenance Start Time is now available in the Clone Environment feature. By default, the maintenance start time of the target environment is reset to that of the source environment. Deselect this check box to keep the current maintenance start time of the target environment.
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
Clone Environment
Business Benefit: While cloning an environment, you now have the option to not change the daily maintenance start time of the target environment. This is especially useful if you have different daily maintenance start times for test and prod environments, or for primary and disaster recovery environments.
Key Resources
- Steps to Clone Environments in Administering Migration for Oracle Enterprise Performance Management Cloud guide.
Modified Sorting in Access Control
In Access Control, the searched information is now displayed in a default sort order. Additionally, the User Group and Role Assignment reports list the direct groups and predefined roles in bold font.
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
Default Sort Order
The screens in the following table have a default sort order for the listed information.
| Screen | Sorted By |
|---|---|
| Manage Groups | Group Name |
| Manage Users | User Login |
| Assign Application Roles |
|
| Role Assignment Report |
|
| User Login Report | Access Date and Time |
| User Group Report | User Login |
Differentiate Values in Reports
The following reports differentiate these values by bold font.
- User Group- Groups
- Direct groups
- Indirect groups
- Role Assignment report - Roles
- Predefined roles
- Application roles
Business Benefit: The default sort order makes it easier to scroll down the information that matches your search criterion. Additionally, you can now easily identify the predefined roles and the application roles in Role Assignment report. You can also easily identify in the User Group report, the direct and indirect groups that user belongs to.
Key Resources
Activity Report Enhanced with Task Manager Manual Task Metrics
Starting with this update, the Activity Report contains the new metrics related to manual tasks in Task Manager. Available metrics include Task Manager Manual Task Types, Task Manager Basic Template Tasks, Task Manager Parent Template Tasks, Task Manager Manual Template Tasks, and Task Manager Manual Tasks in Active Schedules.
Applies to: Financial Consolidation and Close, Tax Reporting
These metrics are available in the Task Manager Design Metrics section:
- Task Manager Manual Task Types
- Task Manager Basic Template Tasks
- Task Manager Parent Template Tasks
- Task Manager Manual Template Tasks
The Task Manager Manual Tasks in Active Schedules metric is available in the Task Manager Runtime Metrics section of the report.
Business Benefit: These metrics help you identify the manual Task Manager tasks in your application.
Key Resources
- Task Manager Design and Runtime Metrics in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
New Version of Oracle Smart View for Office
Oracle Smart View for Office version 22.100 is available for download 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 in this release:
- Show or hide the Documents folder in the EPM Cloud Library
- Set and export default Smart View options in the Options dialog box
- New cell styles for Parent and Child members
- Support for a new EPM Cloud business process, Enterprise Profitability and Cost Management
- Enhanced Reports functionality, including:
- Create an ad hoc grid based on an imported report
- View properties for a report
- For Narrative Reporting users, Reports functionality no longer requires the Narrative Reporting extension (starting with the 22.06 Narrative Reporting extension update)
- Microsoft WebView2 and Edge support for importing Financial Reporting documents
- Microsoft .NET Framework Version now displayed in the Health Check dialog
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
Smart View SVEXT Extensions Now Downloadable from Firefox
Using Mozilla Firefox, you can now download Oracle Smart View for Office extensions (SVEXT files) from the Downloads page of your business process.
Applies to: Account Reconciliation, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Tax Reporting
For example, you can now use Firefox to download the Planning Admin Extension (also referred to as the Admin Extension) or Task Manager extension directly from the Downloads page.
Once downloaded, double-click the SVEXT file to install it. Then, start (or restart) your Microsoft office application (Excel, Word, or PowerPoint). View the newly installed in the Smart View Options dialog, Extensions tab.
Most Smart View extensions have the SVEXT file extension. Previously, when attempting to download an SVEXT extension from a business process Downloads page, Firefox did not allow opening or saving the extension. Instead, it opened a new tab showing binary data. You were required to use an alternative supported browser to download SVEXT extensions. Starting in 22.08, there is no longer any issue with downloading Smart View SVEXT extensions from Firefox.
Business Benefit: Smart View extensions (SVEXT files) are now downloadable from all supported browsers.
Tips And Considerations
- The Strategic Modeling extension for Smart View was not affected by this Firefox issue because that extension is an MSI file.
- Smart View SVEXT extensions can also be downloaded using the extension download and update process in Smart View, using the Extensions tab in the Smart View Options dialog.
Key Resources
- Downloading and Installing Clients in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
- Downloading and Installing Clients in Getting Started with Oracle Enterprise Performance Management Cloud for Users
- Installing Extensions in Working with Oracle Smart View for Office
Reports Include Hidden Dimensions When Importing or Exporting to Excel Ad-Hoc
Previously, when importing or exporting a grid to Excel ad-hoc which had hidden dimension row and column headings, the hidden dimensions would get moved to the POV.
Now, Reports and Smart View supports hidden dimension rows and columns.
Reports and Smart View Supports Hidden Dimensions
Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Tax Reporting
Business Benefit: This new capability enables you to perform Smart View Ad-hoc operations with ease.
Grid Formulas and Text Segments in Reports Removed from Importing or Exporting to Excel Ad-Hoc
Previously, when importing or exporting a grid to Excel ad-hoc with formula and text segments, the formula and text content were included as static (non-refreshable) text.
Now, formula and text segments are not included in the ad-hoc output in Excel. 
Grid Formula and Text Segments Are Not Included in the Excel Ad-Hoc Output
Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Tax Reporting
Business Benefit: This new capability enables you to perform Smart View Ad-hoc operations with ease.
Suppressing Repeated Members Now Supported in Standard Mode in Smart View Ad Hoc Grids
You can now suppress repeated members in Smart View ad hoc grids when connected to Standard-mode applications
Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Tax Reporting
Grids can contain members that are repeated on multiple rows. To simplify the view and improve readability for users, these repeated members can be suppressed in ad hoc grids when connected to Standard-mode applications.
Previously, suppressing repeated members was only supported when connected to Native mode applications.
To suppress repeated members in ad hoc grids:
- In Smart View, open an ad hoc grid with repeated members.
- In the Smart View ribbon, click Options, and then select the Data Options tab.
- In the Suppress Rows section, select the Repeated Members check box, and then click OK.
- In the Smart View ribbon, click Refresh. The repeated members are no longer seen in the ad hoc grid.
Business Benefit: Users can now suppress repeated members in ad hoc grids even while connected to Standard-mode.applications.
Steps to Enable
To use the Repeated Members suppression option for Smart View users working with ad hoc grids, the business process application option, Smart View Ad Hoc Behavior, must be set to Standard.
All new and recreated applications are automatically set to Standard.
For existing and migrated applications, to set the application option, Smart View Ad Hoc Behavior, to Standard:
- Click Application, and then click Settings.
- For the Smart View Ad Hoc Behavior option, select Standard.
- Click Save.
Tips And Considerations
The Suppress Repeated Members option is supported for Standard-mode applications only.
Key Resources
- Enterprise Profitability and Cost Management
- Administering and Working with Enterprise Profitability and Cost Management
- Financial Consolidation and Close
- Administering Financial Consolidation and Close
- FreeForm
- Administering and Working with FreeForm
- Planning and Planning Modules
- Administering Planning
- Smart View for Office
- Working with Oracle Smart View for Office
- Tax Reporting
- Administering Tax Reporting
Display Member Names and Aliases in Separate Columns in Smart View Ad Hoc Grids
A new Member display option in Oracle Smart View for Office, Member Name and Alias, allows you to display both the member names and their aliases in separate columns on row dimensions in ad hoc grids.
Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Tax Reporting
The Member Name and Alias display option allows users to see the member name and the alias side by side during ad hoc zoom interactions within the grid. This provides additional member level alias information that is useful during ad hoc operations.
Additionally, side by side display of member names and aliases is a common feature in Essbase ad hoc, which helps in migrating worksheets maintained in Essbase into the FreeForm business process in EPM Cloud.
You may display both member names and their aliases when connected to a Standard-mode application. In Standard-mode, the application setting, Smart View Ad Hoc Behavior, is set to Standard.
Aliases are alternate names for database members. You can create ad hoc grids that use the database member name, which is often a stock number or product code, and also display the member's alias name, which can be more descriptive than the member name, in your ad hoc worksheet.
For example, in the Vision database, the alias name for the Product member P_110 is Sentinal Standard Notebook. By selecting the Member Name and Alias option in Smart View, you can display both the P_110 member name and the Sentinal Standard Note alias, on the same row in two columns in your ad hoc grid. At a quick glance, you can view the product code along with the product name, side by side in two columns along the row dimensions.
To display both member names and their aliases in an ad hoc grid:
- In Smart View, place an ad hoc grid on a worksheet. You may have more than one row dimension in the grid.
- In the Smart View ribbon, select Options.
- In the Member Options tab, Member Name Display, select Member Name and Alias, then click OK.
- In either the Smart View ribbon or the provider Ad Hoc ribbon, click Refresh.
For row members, both member names and their corresponding aliases are displayed in the ad hoc grid.
Business Benefit: In Standard-mode applications, the Member Name and Alias display option allows users to see the member name and the alias side by side, providing additional member level alias information that is useful during ad hoc operations; this option also facilitates migrating worksheets maintained in Essbase into the FreeForm business process in EPM Cloud.
Steps to Enable
To enable the Member Name and Alias option for Smart View users working with ad hoc grids, the business process application option, Smart View Ad Hoc Behavior, must be set to Standard.
All new and recreated applications are automatically set to Standard.
For existing and migrated applications, to set the application option, Smart View Ad Hoc Behavior, to Standard:
- Click Application, and then click Settings.
- For the Smart View Ad Hoc Behavior option, select Standard.
- Click Save.
Tips And Considerations
The Member Name and Alias option is supported with:
- Standard-mode applications only
- Smart View 22.100 and later
Key Resources
- Enterprise Profitability and Cost Management
- Administering and Working with Enterprise Profitability and Cost Management
- Financial Consolidation and Close
- Administering Financial Consolidation and Close
- FreeForm
- Administering and Working with FreeForm
- Planning and Planning Modules
- Administering Planning
- Smart View for Office
- Working with Oracle Smart View for Office
- Tax Reporting
- Administering Tax Reporting
A new Direct Drill feature enables you to drill through directly from an EPM form to source data when you use the Quick Mode method to load data. Source data can now be queried and launched using an external URL or EPM Integration Agent URL. Additionally, for standard mode data loads, you can define a custom drill region and you can continue to use the standard landing page. The custom drill region enables you to define custom drill regions using Essbase member functions instead of individual members.
Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Tax Reporting
To use this feature, you select the Drill Details option on the Application page for a local application, manually define the drill detail definition and then associate the source drill URL with the application.
Business Benefit: The new Direct Drill features enables you to drill to source data with or without staging the data in Data Management. It provides the flexibility to simplify the drill bypassing the landing page. This feature allows you to customize the scope of the drill region using Essbase member functions, which simplifies maintenance and improves performance. Previously a drill through query included individual member names, which sometimes made the drill region big and might have led to a load failure, or performance issues.
Key Resources
-
Using Direct Drill in Administering Data Integration for Oracle Enterprise Performance Management Cloud
The new "Save As" option for jobs enables you to create a duplicate of an existing job, and then update it to avoid starting over making selections each time you create a new job.
Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Tax Reporting
"Save As" is supported for the Export Data, Import Data, Export Metadata, Import Metadata, Refresh Database, Clear Cube, and Import Exchange Rates job types.
To duplicate a job, click Application, then Overview, click Actions, and then select one of the following actions:
- Export Data
- Import Data
- Export Metadata
- Import Metadata
- Refresh Database
- Clear Cube
- Import Exchange Rates
On the listing page, click the ellipses icon in the Actions column next to the job that you want to duplicate. Click Save As, enter a name for the new job, and then click OK. After the duplicate job is created, you can then open the job and update it. The error file for the duplicate job will automatically use the new job name as a prefix.
Business Benefit: The ability to duplicate existing jobs and then update them makes the job creation process easier. This is especially useful for jobs that require member selections, like Export Data.
Key Resources
- FreeForm
- Administering and Working With FreeForm
- Planning and Planning Modules
- Administering Planning
Drop-down List for Date Format for Pre-Built Task Manager Account Reconciliation Integrations
In Task Manager, the Date format parameter for the Account Reconciliation integrations has now changed from text field to a drop-down list.
Applies to: Financial Consolidation and Close, Planning, Planning Modules, Tax Reporting
The following integrations are converted:
- Import Profile
- Import Pre-Mapped Transactions
- Import Pre-Mapped Transactions (Transaction Matching)
Business Benefit: You can use this new capability to select only valid date format from the list when setting the tasks for those integration types.
Key Resources
- Financial Consolidation and Close
- Administering Financial Consolidation and Close
- Planning and Planning Modules
- Administering Planning
- Tax Reporting
- Administering Tax Reporting
Administration Mode Option for an Application
A new configuration setting, Enable Use of Application for, can be used to restrict access to the application only to Service Administrators.
Business Benefit: This feature enables Service Administrators to prevent user access to the application when an administrative task is in progress. Restricting access ensures that application data is not modified during an ongoing administration task.
Key Resources
- Managing System Maintenance in Setting Up and Configuring Account Reconciliation
Improved Display of Panels in the Power User Security Tab
The contents of the Power User Security tab have been reorganized to better fit on small displays. The list of Power Users is now displayed on the left and their filter definitions are displayed on the right. There is no change in functionality.
Business Benefit: This feature ensures that all the data in the Power User Security tab is displayed clearly and consistently in all browsers.
Key Resources
- Power User Security in Administering Account Reconciliation
The Currency Rates report displays details about the currency rates defined in Account Reconciliation. The details include the from currency, to currency, currency rate, rate type, user who made the last update, and date of the last update.
Business Benefit: Administrators can export the currency rates report and then use its data to verify that the currency rates being used are correct.
Key Resources
- Generating Predefined Reports in Reconciliation Compliance in Administering Account Reconciliation
- Reconciliation Compliance Report Output Descriptions in Administering Account Reconciliation
There are no new features in this update except for the applicable features listed in the EPM Common section.
Financial Consolidation and Close
Enable Audit Tracking of Auto-Generated Journal IDs Within Enterprise Journals
Enterprise Journals’ auditing has been enhanced to track all auto generated Journal IDs, including Journals that were initially created then canceled prior to saving.
Business Benefit: Administrators can now track the creation of all auto created journal IDs, including ad-hoc journal that were cancelled prior to saving, within the central Audit Trail.
Key Resources
-
Viewing Task Manager, Supplemental Data, and Enterprise Journals Audit Details in Administering Financial Consolidation and Close
Consolidation Journal Reports Available for Users and Viewers
In addition to Service Administrators and Power Users, the Consolidation Journal Reports tab is now available for users with the User or Viewer role. Users can run journals reports, and Viewers can run journal reports for journals with Posted status.
Business Benefit: This enhancement adds access to Consolidation Journal Reports for Users and Viewers.
Key Resources
-
Opening Reports in Working with Financial Consolidation and Close
In the Reports section, the Journals Reports tab has been renamed to Consolidation Journal Reports. In addition, the order of the tabs has changed so that the Consolidation Reports are now grouped together (Consolidation Reports and Consolidation Journal Reports).
Business Benefit: The Consolidation Journals tab has been renamed to distinguish it from Enterprise Journal Reports and the Consolidation Reports are grouped together for easier access.
Key Resources
- Opening Reports in Working with Financial Consolidation and Close
New FX Translation Substitution Variable
In a non-DSO application, when YTD Translation is enabled while FX method is Periodic, the FX_Movement member is translated using YTD instead of Periodic when the FCCS_Mvmts_Subtotal member is missing. To change this behavior, you can now use the FXTranslationFix substitution variable and set it to True.
Business Benefit: Enabling the FXTranslationFix substitution variable allows the FX_Movement member to be translated using the Periodic method, and is consistent with DSO-enabled applications.
Key Resources
-
Substitution Variables for Financial Consolidation and Close in Administering Financial Consolidation and Close
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.
There are no new features in this update except for the applicable features listed in the EPM Common section.
There are no new features in this update except for the applicable features listed in the EPM Common section.
New tutorials are available.
Learn how to configure IPM Insights by selecting the type of analysis to perform, specifying the slice definitions for analysis, configuring the analysis, and then defining the settings for the insights displayed on the Insights dashboard. You can define insights for as many data intersections as you need. Planners see insights only for slices of data to which they have access.
Running and Scheduling Insights
Learn how to run and schedule Insights in EPM Cloud.
Analyzing Insights and Taking Action
Learn how to use the Insights dashboard to review the insights your administrator configured for you. The dashboard includes all available insights based on your user security. Each row on the Insights dashboard represents an insight, which can help you find patterns to analyze. Insights are displayed in the order of magnitude of the deviations to help you prioritize the order in which to evaluate them. For example, if the deviation is higher, it's more important for you to evaluate it.
Learn how to import a fully trained ML model and deploy it to a Planning application. Planners can then leverage robust, ML-based forecasting that uses advanced predictive modeling techniques to generate more accurate forecasts.
Making Predictions with ML Models
Learn how to take the Groovy rule created from an imported ML Model, and add it to a form. Then you make predictions with the ML model in Planning.
Business Benefit: Tutorials provide instructions with sequenced videos and documentation to help you learn a topic.
Overview: Healthcare with EPM Financials
This overview highlights the features of the Healthcare Planning Solution. The Oracle Healthcare Planning solution is a highly configurable implementation accelerator developed on top of Oracle EPM Planning Financials to help facilitate your planning process. The role-based navigation flows were designed with the end-user in mind and are based on the tasks they need to complete.
Planning Expenses for Healthcare with EPM Financials
In this tutorial, you learn how to plan for staffing and non-staffing expenses for your healthcare organization using EPM Financials. Planners use the provided forms and dashboards to plan salary-related and non-salary-related expenses. The Oracle Healthcare Planning solution is a highly configurable implementation accelerator developed on top of Oracle EPM Planning Financials to help facilitate your planning process.
Planning Volume and Revenue for Healthcare with EPM Financials
In this tutorial, you learn how to plan for volume, reimbursements, and revenue for your healthcare organization using EPM Financials. Planners use the provided forms and dashboards to plan revenue at the entity level or the service line level. The Oracle Healthcare Planning solution is a highly configurable implementation accelerator developed on top of Oracle EPM Planning Financials to help facilitate your planning process.
Business Benefit: Videos provide 3-5 minute overviews and step-by step instructions to perform tasks and achieve an outcome.
Tips And Considerations
The Oracle Healthcare Planning solution is an implementation accelerator and not a supported planning module. Both "Modules" and "Solutions" provide best practices. However, "Modules" are fully supported capabilities in Oracle Enterprise Performance Management Cloud, whereas "Solutions" are intended to be implementation starter kit accelerators.
Fiscal Year Start Date Option for 13-Period Applications in Planning Modules
When you create a 13-period application for Planning modules, you now have the option to select a Fiscal Year Start Date for the application. The selection of this parameter is critical for the correct creation of the Years dimension and the underlying calculations for periods.
Select from the following options:
- Same Calendar Year to set the fiscal year (FY) to start with the current calendar year (CY).
- Previous Calendar Year to set the fiscal year (FY) to start with the previous calendar year (CY).
Create Application Details for 13-Period Applications
Business Benefit: This enhancement helps with multiple use cases for customers who want to set up their 13 period calendar to begin with either the previous calendar year or the same calendar year.
Tips And Considerations
- Existing 13-period applications use Previous Calendar Year.
- There is no impact to existing applications.
- An application snapshot of a 13 Period application with Fiscal Year Start Date set as Same Calendar Year exported from Release 22.08 can't be imported to Release 22.07 or earlier.
- An application snapshot of a 13 Period application exported from Release 22.06 or earlier can't be imported to Release 22.08 or later.
Key Resources
- Administering Planning Modules
New Financials Rule for Batch Trend-Based Calculations
A new rule, Batch Trend Based Calculation, is available in Financials. The new rule lets you calculate trend and percent increase or decrease for multiple accounts across multiple entities for a given year.
Batch Trend Based Calculation Rule
Business Benefit: The existing rule, Trend Based Calculation, runs only at the level of the selected member (zero level member on form only). This new rule, Batch Trend Based Calculation, lets you perform a batch calculation for many members at one time, saving you time.
Tips And Considerations
- Run the Batch Trend Based Calculation rule for only one year at a time for any trend type. Don’t run it for multiple years at a time.
- The Batch Trend Based Calculation rule calculates based on the Planning/Forecast range for the year. If a particular year’s planning basis is weekly and certain entities are excluded from weekly planning, when the rule is executed, the trend and the optional % increase or decrease is not calculated for these entities.
Key Resources
- Administering Planning
Profitability and Cost Management
Enterprise Profitability and Cost Management
Quick Start Checklists are now available for Enterprise Profitability and Cost Management. Follow the steps in the checklists to complete initial tasks such as setting up your environment, logging in, installing and configuring clients, creating applications and dimensions, creating models, and analyzing data. The checklists are organized by pre-defined roles for Service Administrators, Power Users, Users, and Viewers.
Business Benefit: Quick Start Checklists help you getting started on your first day.
Key Resources
- Enterprise Profitability and Cost Management Quick Start Checklists on the Oracle EPM Enterprise Profitability and Cost Management library.
Ability to Create Multiple Points of View At One Time
In Enterprise Profitability and Cost Management, you can now create multiple points of view (POVs) at one time when calculating a model.
Business Benefit: Creating multiple POVs at one time saves time and effort when you have a large number of POVs in the model you are calculating.
Key Resources
- Creating a Point of View in Administering and Working with Enterprise Profitability and Cost Management
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 is now enhanced with a trace capability to view the details of how automated data is calculated based on the tax automation rules that you have defined. Tax Automation Trace provides detailed information about the source data, tax automation logic applied, percentage, and the source POV where data exists. You can now view all these trace details along with Current Provision data in the new Current Provision Trace form.
You can navigate to the Current Provision Trace form from the Current Provision form using the Automation Trace Actions menu.
Business Benefit: This new capability provides transparency on the calculation of taxable income in the current provision form.
Key Resources
-
Managing Automation Trace in Administering Tax Reporting
Intercompany Tax Account Rollforward (TAR) Book Balance
TAR Book Balance is now enhanced to support pulling of the correct trial balance value when intercompany-related entities are included in the balance sheet, for example, tax payments within a tax group. A new column Intercompany is now available as a source for mapping.
Business Benefit: This new capability can now be used to select or enter the source Intercompany while creating the mappings in the TAR book balance.
Key Resources
-
Working with TAR Automation and TAR Automation Book Balance in Administering Tax Reporting
Country-by-Country (CBCR) Periodic Foreign Exchange Translation
Tax Reporting now supports periodic FX translation for CbCR. CbCR Consolidation and Translation will now use the default FX translation method for flow accounts as defined in the Tax Settings (Application - >Configuration -> Tax Settings->Currency Translation Method for Flow Accounts) screen. The default translation method can be overridden for any account (Flow or Balance account type) by assigning the appropriate Override FX Translation Method attribute to that account. For example, assign the PeriodicFXTranslationMethod to a flow account that you'd like to always be translated using the periodic method. Similarly, Balance accounts are translated using the YTD method by default and you can assign the PeriodicFxTranslationMethod to be translated using the Periodic Method.
Business Benefit: This capability makes it simpler for CbCR translation to agree with the financial statements and makes the currency translation consistent between the Tax Provision and CbCR.
Key Resources
-
Translation Methodologies in Administering Tax Reporting
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
Valid Intersection and Cell-level Security Import & Export File Format Update
In an upcoming release, both Valid Intersection and Cell-level Security Import and Export files in .XLSX format will include new columns for each dimension in the Sub Rules worksheet. These new columns to support excluding all instances of members by name will apply to each dimension and will be positioned after each dimension’s “Exclusion” column. If you use these exported files for integration with other systems and the order of columns is fixed, you may need to modify your process to account for these new columns in these export files. The release of these new columns will coincide with the planned release of this enhancement for Valid Intersections and Cell-Level Security.
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
Change in Behavior for Grids Created from Groovy and REST APIs for ASO Cubes
In an upcoming release, 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: Account Reconciliation, Enterprise Data Management, 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 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 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:
- Create a group in Access Control with all EPM Cloud users as its members.
- 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 Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
Default Time Zone for New Users
Starting in the October (22.10) update, the default time zone for new users will be (UTC) Reykjavik - Greenwich Mean Time. To reset the time zone, click Tools, then User Preferences, and then click General.
Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
Rolling Back Changes Made to Page Title Display for Horizontal tabs
Starting in the July (22.07) update, we have rolled back changes made in the April (22.04) update to the page title for horizontal tabs. The change was to not display the page title in horizontal tabs while using the Redwood Theme. From the feedback received on this change, we've decided to roll it back.
Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
Loaner Program for Cloud Infrastructure Generation 2 Testing and OCI Migration Assistance Early Adopter Program
Oracle EPM Cloud is now live on Oracle Cloud Infrastructure (OCI) Gen 2 environments. If you are interested in testing your application performance on an OCI environment, open a service request following the process at https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/tsepm/op_procs_loaner_envs.html and request for a loaner environment in an OCI data center for a duration of 30 days with the business justification as “Want to test application performance in an OCI Gen 2 data center”.
After you have performed the testing, submit Provide Feedback from the loaner environment. Create a service request using the normal support process, if you have any issues or feedback for the OCI environment. For more information, see What is a Gen 2 Cloud?
Additionally, Oracle has instituted a program to assist customers on Oracle Cloud Classic to migrate to OCI. For more information, see Oracle Cloud Classic to Oracle Cloud Infrastructure (OCI) Migration Assistance Program for Early Adopters.
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
Alerts Cannot be Migrated to Prior Version
Due to a major upgrade in Alert functionality, any service that has defined Alert Types will not be able to migrate them or the Alerts that are based on them from the April (22.04) update to an earlier update. This normally happens if artifacts are moved from Test to Production during the two week period when Test is upgraded to the April (22.04) update while Production is still on the March (22.03) update. All other objects in the migration are not affected.
Applies to: Financial Consolidation and Close, Planning, Planning Modules, 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.
Date Format when Using the EPM Digital Assistant
When using the EPM Digital Assistant, note that the Date format is not taken from User Preferences, and the assistant does not ask which format to use for the date. The assistant attempts to detect the date format based on the user locale set in the browser and other common formats.
Applies to: Account Reconciliation, Financial Consolidation and Close, Planning, Planning Modules,Tax Reporting
Removing Dimensions Before Rebasing a Financial Consolidation and Close or Tax Reporting EPM Digital Assistant Skill
If you want to rebase your Financial Consolidation and Close or Tax Reporting skill to use the November (21.11) update of EPM Digital Assistant, note that you must first remove some dimensions before rebasing.
- Financial Consolidation and Close dimensions to be removed before rebasing: Scenario, Years, Period, Entity, Account, Currency, View, Consolidation, Data Source, Multi-GAAP, Intercompany and Movement
- Tax Reporting skill dimensions to be removed before rebasing: Cube, Scenario, Years, Period, Entity, Account, Currency, View, Consolidation, Data Source, Multi-GAAP, Intercompany, Movement and Jurisdiction
Applies to: Financial Consolidation and Close, Tax Reporting
See Removing a Consolidation and Close or Tax Reporting Custom Dimension from an Extended Skill in Getting Started with the Digital Assistant for Oracle Cloud Enterprise Performance Management.
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
Drill Landing Page in Data Integration / Data Management
The Enhanced Drill Landing page is the default starting in this update. Starting with the September (22.09) update, the option to switch the Drill Type user interface will no longer be available, and the Enhanced version will be the only version.
Applies to: Account Reconciliation, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting
Internet Explorer 11 End of Support and Smart View
Microsoft has 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://mosemp.us.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
Change in Reports Behavior with Suppress Missing Blocks Enabled with Zoom on the Column
Starting in this update, Suppress Missing Blocks are no longer supported with Zoom enabled on column segments. This combination of properties results in unpredictable members returned when doing the query for a Zoom on the column axis.
Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Planning Modules, 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
Purging of Audit Information
Starting in the October (22.10) update, audit records older than 365 days will be automatically purged at service start-up such as after the daily maintenance window, service reset, or outage (planned or unplanned). Purged audit records will not be stored or accessible. To prepare for this change, you may want to take a backup of the 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.
Applies to: Financial Consolidation and Close, Tax Reporting
ENTERPRISE DATA MANAGEMENT
Top Node Filters for Subscriptions Not Applicable to Delete Actions
Starting in the May (22.05) update, top node filters for subscriptions are no longer applied to Delete request actions in the source viewpoint. If a node matching a deleted source node is found in a target viewpoint, the node will be deleted from the target viewpoint regardless of where the node is located as part of a subscription request to ensure synchronization of existing nodes in both viewpoints.
FINANCIAL CONSOLIDATION AND CLOSE
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 will occur.
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 February (22.02).
Resetting Customized Changes After an Update
If you have made changes to the seeded Account hierarchy, those changes will be reset. If you have moved seeded members, the move action is retained, but any re-ordering you have done will be reset, and a restructuring will happen when the ordering is reset. The restructuring could take time, so plan accordingly. You may have to manually re-order seeded members again after the update.
PLANNING MODULES
Removal of Strategic Workforce Planning from EPM Cloud Workforce Planning
In a future update, the Strategic Workforce Planning (SWP) enablement option will be removed for all EPM Cloud Planning Modules (Standard and Enterprise) and Enterprise Planning applications that have not already enabled this feature in the Workforce Module. Customers who have already enabled this feature will see no change in their existing applications with this feature already enabled. No new applications will support this feature after this change.
Strategic Workforce Planning functionality is provided in the Strategic Workforce Planning Cloud Service (SWPCS) product, which contains robust SWP functionality that is not available in the existing EPM Cloud Planning Workforce module feature. SWPCS is an Oracle Human Capital Management (HCM) product built on EPM technology. For more information about SWPCS, please refer to the Strategic Workforce Planning information on www.oracle.com.
If you have any concerns about this change, please contact Oracle Support.
TAX REPORTING
Support for Amount and Rate Override for Tax Accounts
Starting in this update, three existing override FX rate/amount forms will be deprecated. The forms will no longer allow data entry. The deprecated forms are:
- NIBT FX Rates Override: FX Rates - NIBT Override
- NIBT FX Rates Override - WAR: FX Rates - NIBT Override – WAR
- Weighted Average Rates Override: FX Rates - Expense Override – WAR
In addition, the data intersections underlying the deprecated forms will no longer accept data including through data import, Smart View, or Data Management.
If you are using any of the above forms or the underlying data intersections to view or modify override FX rates/amount you will need to transition to the new override FX rate/amount forms and underlying data intersections.
The replacement forms are available under the Tax Administration\FX Rates folder and will allow entry and review of the respective FX rate or amount override values.
- FX Rates - NIBT Override: NIBT Foreign Exchange Override Rates (This form replaces NIBT FX Rates Override: FX Rates - NIBT Override)
- FX Rates - NIBT Override – WAR: NIBT Foreign Exchange Override Rates - Calculated Weighted Average (This form replaces NIBT FX Rates Override - WAR: FX Rates - NIBT Override – WAR)
- FX Rates - Expense Override – WAR: Foreign Exchange Rates Calculated Weighted Average (This form replaces Weighted Average Rates Override: FX Rates - Expense Override – WAR)
NOTE: The transition from the old override FX rate capability to the new override FX rate capability requires a migration. All applications created prior to 21.07 must manually run the migration no later than the upgrade to 22.08 on your test and production instances. As part of the migration, all the FX override rates (that is, NIBT override, WAR, and others) that are contained within the Tax Reporting application will be migrated to new intersections. You can tell if a migration is necessary by following the steps in Migrating Override FX Rate and Amount Data and verifying that the Migrate NIBT FX override rate, NIBT WAR and Expense WAR Data checkbox is unchecked. The migration is safe to run multiple times.
IMPORTANT: If you fail to run the migration before upgrading to 22.08, Consolidation will fail with the following error message: A method called by the script failed on line: 8, with error: No migration upgrade smartlist detected. Performing the migration will resolve this error.
IMPORTANT: Data integrations involving the deprecated override FX rate intersections, such as data import/export profiles, Data Management integrations, or Smart View sheets may require a manual update to point to the new override FX rate intersections. See the Migrating Override FX Rate and Amount Data for details on the intersections to migrate.
See
- Migrating Override FX Rate and Amount Data in Working with Tax Reporting
- Working with Amount and Rate Override for Tax Accounts in Working with Tax Reporting