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 |
|---|---|---|---|
| 22 DEC 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.
| Ready for Use by End Users Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features. |
Customer Must Take Action before Use by End Users Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
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|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
|
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Oracle-Managed OCI Migration Enhanced to Allow Additional Testing on Loaner Environments |
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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, January 6, 2023.
Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, January 20, 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, January 6, 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.
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.
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.
Announcing: New Guide to Create and Run an EPM Center of Excellence (CoE)
A new guide is available to help you create and run an EPM Center of Excellence (CoE). The guide describes best practices for creating and running an EPM CoE. It provides a checklist and a structured approach to help your organization successfully adopt Cloud EPM by leveraging a CoE. You can also access overview videos and a Cloud Customer Connect session on EPM CoEs.
An EPM Center of Excellence (CoE) is a unified effort to ensure adoption and best practices, and to drive transformation in business processes related to performance management and the use of technology-enabled solutions. The EPM CoE team:
- Ensures cloud adoption, helping your organization get the most out of your Cloud EPM investment
- Serves as a steering committee for best practices
- Leads EPM-related change management initiatives and drives transformation
EPM Center of Excellence (CoE)
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: Using a CoE oversees your cloud initiative, and it can help protect and maintain your investment and promote effective use. Learn about the business benefits of an EPM CoE.
Tips And Considerations
- Use this helpful checklist for Creating a Center of Excellence in Creating and Running an EPM Center of Excellence
- Use this information to build the business strategy for your EPM CoE:
Key Resources
- Introduction to EPM Center of Excellence in Creating and Running an EPM Center of Excellence
-
Webinar: Creating and Running a Center of Excellence (CoE) for Cloud EPM on Cloud Customer Connect - free, but requires login
Oracle-Managed OCI Migration Enhanced to Allow Additional Testing on Loaner Environments
Based on customer feedback, Oracle has enhanced the Oracle-Managed OCI Migration process to include optional additional test duration. Specifically, you can request OCI loaner environments now before Oracle sends you the official notification regarding the migration of environments. You can keep the loaner environments for up to three months and test your applications by cloning your current 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: Using loaner environments to perform test migrations to OCI helps you assess the performance of applications migrated to OCI.
Key Resources
- Oracle Enterprise Performance Management Cloud Operations Guide
- Working with EPM Automate for Oracle Enterprise Performance Management Cloud
- Administering Migration for Oracle Enterprise Performance Management Cloud
Maximum Session Duration in OCI (Gen 2) EPM Cloud
In OCI (Gen 2) EPM Cloud environments, you can set the maximum session duration in Oracle identity Console to log out users, even if they are actively using the 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
NOTE: The maximum session duration is not the same as the idle session timeout. Even if the session is active, EPM Cloud will log the users out after the maximum session duration is reached.
Set Maximum Session Duration in Oracle Identity Console
Business Benefit:
This EPM Cloud feature enhances security by forcing users to re-login periodically based on your security requirements.
Steps to Enable
An Identity Domain Administrator should use the Session Settings screen of Identity Cloud Services to configure this setting. For instructions, see Maximum Session Duration in OCI (Gen 2) Environments in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.
Key Resources
- Getting Started Guide for Administrators
Updates to Root Cause Analysis Process For Resolved Issues
Oracle proactively publishes Event Summary and Root Cause Analysis (RCA) notifications and official documents for resolved issues. These notifications contain information related to a specific service outage or performance degradation.
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
Event Summaries
Oracle makes available an Event Summary if an environment (production or test) experienced an outage or performance degradation for more than 15 minutes. The Event Summary, which provides a synopsis of a service outage or performance degradation, is created and distributed soon after the event is closed and the service is restored. You access the Event Summary from My Services. Event Summary includes the following information:
- Brief description of the event
- Type of event (outage, performance degradation, or other)
- Event timeline, including impact start and service restoration time
- Affected services, applications and systems
Root Cause Analysis
An RCA is made available if a production or test environment experienced an outage or performance degradation for more than 60 minutes. It is developed in the days following the event, after Oracle has completed a thorough technical investigation. The RCA describes what caused the issue and the corrective actions that Oracle identified to reduce the likelihood of recurrence. You access it from My Services. RCA includes the following information:
- Detailed description of the event
- Type of event (outage, performance degradation, or other)
- Event timeline, including impact start and service restoration time
- Services impacted
- Affected applications and systems
- Root cause analysis
- Corrective and preventative actions
Business Benefit: Event Summaries and RCAs helps you understand what caused an outage or performance degradation and how Oracle resolved the issue.
Key Resources
- Requesting Root Cause Analysis (RCA) for a Resolved Issue in Oracle Enterprise Performance Management Cloud Operations Guide
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.
Financial Consolidation and Close
There are no new features in this update except for the applicable features listed in the EPM Common section. Please be sure to review the Important Actions and Considerations section for Audit Purge related information.
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.
There are no new features in this update except for the applicable features listed in the EPM Common section.
Profitability and Cost Management
Enterprise Profitability and Cost Management
There are no new features in this update except for the applicable features listed in the EPM Common section.
Profitability and Cost Management
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. Please be sure to review the Important Actions and Considerations section for Audit Purge related information.
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 Classic to OCI (Gen 2) Migration for Commercial Data Centers Has Started
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 delivers 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.
Over time, Oracle plans to migrate EPM Cloud environments currently hosted in Classic commercial data centers to OCI. Two migration options are available:
If you opt for Oracle-managed migration, you don’t have to do anything at this time. Oracle-managed migrations are targeted to start around April, 2023, and last until the end of 2023.
If you plan to use Customer-managed migration, you should start this process as soon as possible.
NOTE: At this time, the environments hosted in US-Gov and UK-Gov data centers are not eligible for migration to OCI.
Key Resources:
- Get More information about EPM Cloud Classic to OCI (Gen 2) Migration
- Features Available only in OCI EPM Cloud Environments
Disallow Starting Certain Scheduled Jobs During the Daily Maintenance Process
Starting in 23.03, to prevent automatic backup from failure due to scheduled jobs, EPM Cloud will disallow certain scheduled jobs to start while the daily maintenance process is running.
The following jobs will be prevented from starting during the daily maintenance:
- Import Data
- Import Metadata
- Export Data
- Export Metadata
- Refresh Database
- Clear Cube
- Restructure Cube
- Compact Outline
- Merge Data Slices
- Optimize Aggregation
If the system prevents a job from starting, the reason will be stated in the Job Details. If you've enabled email notifications for the Job Console, you'll receive a mail notification when a job does not start. If you have a job that is scheduled to start during the daily maintenance process, it is recommended that you reschedule your job to start outside of the daily maintenance window.
Applies to: Account Reconciliation, 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, Planning, Planning Modules
Valid Intersection and Cell-level Security Import & Export File Format Update
In a future update, 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: Enterprise Profitability and Cost Management, 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:
- 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 Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, 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
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
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
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 2021 (21.11) update of EPM Digital Assistant, 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
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 March (23.03) update, audit records older than 365 days will be automatically purged. Purged audit records will not be stored or accessible. To prepare for this change, 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
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 after January 1, 2023, the current browser extension will no longer work with Chrome or Edge. You must update your extension by that date in order to continue interactions between Smart View and browser-based business processes in EPM Cloud.
Applies to: 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
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)
ACCOUNT RECONCILIATION
Saved Lists Will Be Renamed
In a future update, Saved Lists will be renamed Saved Views.
FINANCIAL CONSOLIDATION AND CLOSE
Account Consolidation Operators for Parent and Child Account Types
If a parent account is set as Label Only, the Consolidation Operator for the child account must be set to Ignore.
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 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.
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.
NARRATIVE REPORTING
Working with Variables in Smart View for PowerPoint
When working with Smart View and the Narrative Reporting extension on the 32-bit version of Office 365, an intermittent issue occurs when inserting a variable into a PowerPoint doclet from the Variables panel. At times, the variable is not inserted correctly and only a blank space is inserted. Other times, the variable inserts correctly.
Workaround: Variables will insert without issues if you turn off Windows “Clipboard history.” Follow these steps to turn off the “Clipboard history” setting.
- From the Windows Start button, select Settings.
- Search for “Clipboard" and select Clipboard settings.
- In the Clipboard settings page, set the “Clipboard history” option to Off.
- Start PowerPoint and connect to Narrative Reporting.
- Open a PowerPoint report package, and then open and check out a PowerPoint doclet.
- Insert variables in the PowerPoint doclet.