July 2023 Update

Revision History

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

Date	Module	Feature	Notes
29 JUN 2023			Created initial document.

Overview

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.

Feature Summary

Enterprise Performance Management

Monthly Update Schedule

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

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

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

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

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

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

Helpful Information

Documentation Updates Available One Week After Readiness Documents

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

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

Fixed Issues and Considerations

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

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

This provides visibility into EPM Cloud release contents.

Give Us Documentation Feedback

We welcome your comments and suggestions to improve the content of the What's New document and the product documentation.

Please send us your feedback at EPMdoc_ww@oracle.com. In the body or title of the email, state that you are inquiring or providing feedback, and indicate for which EPM Cloud service and the monthly update cycle.

Create and Run an EPM Center of Excellence

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

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

Learn more:

• Visit the EPM Center of Excellence web page to learn about the benefits.

• Watch the webinars on Cloud Customer Connect: Creating and Running a Center of Excellence (CoE) for EPM Cloud and Planning Your Success with EPM Center of Excellence.

• Watch the videos: Overview: EPM Center of Excellence, Creating a Center of Excellence.

• Get best practices, guidance, and strategies for your own EPM CoE: Creating and Running an EPM Center of Excellence

Join Oracle Cloud Customer Connect

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

To join, go to https://community.oracle.com/customerconnect/ and select Register in the upper right.

After you have joined and logged in, to access the forums (Categories), from the Cloud Customer Connect home page, select Categories, then Enterprise Resource Planning, and then make your selection under Enterprise Performance Management.

To ensure you are always in the know, confirm you have your notification preferences set for EPM Announcements as well as each Category you're following.

To set notification preferences for EPM Announcements, go to Categories, then Announcements, and then Enterprise Performance Management. Next, select the Notification preferences drop down.

To set notification preferences for each Category, navigate to the Category page and select the Notification preferences drop down. You must go to each category page separately and select the Notification preferences drop down.

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

Follow Us on Social Media

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

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

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

Oracle Cloud Readiness App

Use the Readiness App available on the Oracle Cloud Application Update Readiness site to review information about features released for Oracle Cloud. The app provides an .xlsx file listing all features released for one or more Cloud product(s), module(s) and update(s) that you designate. The EPM Cloud Features tool will not be updated beginning in this update.

From the Readiness site, click the red Try Our Readiness App! button in the upper right, or use this URL to access the app:

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

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

NOTE: The Readiness App includes features from Oct 2021 and later. The EPM Cloud Features tool includes EPM features from March 2018 through June 2, 2023 only.

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

EPM Cloud Platform

New Look and Feel for Help Center Books and Tutorials

A new look and feel for Oracle Help Center books and some tutorials is live now. For example, see Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.  The new template incorporates feedback from customers, follows page design industry standards, and continues to lead the way for an extensive technical search.

Key features include:

• Simplified layout: Increased visual priority on the content area of the page.
• Wider pages: If you have a wide screen, your content area will expand to fill more of your screen.
• Visual design updates: Updated user interface consistent with Oracle's brand design.
• New features: Several new features including social sharing, prominent call to action buttons, and display of publication metadata.

Tip: if you experience issues accessing links to books on the Help Center, it could be related to this change. Clearing your browser cache should resolve this.

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 look and feel improves the user experience and makes the content more readily available.

Documentation Support for Using Oracle Identity and Access Management (IAM) and OAuth 2.0 Configuration

The Getting Started with Oracle Enterprise Performance Management Cloud for Administrators guide now contains information on how to use Oracle Cloud Infrastructure Identity and Access Management (IAM) to perform tasks related to managing security in EPM Cloud environments such as managing users and configuring single sign-on. For information on IAM, see Overview of Identity and Access Management. Additionally, the REST API for Oracle Enterprise Performance Management Cloud guide has been updated with instructions to support OAuth 2.0 configuration with IAM.

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: IAM provides a modern console to control access to your cloud resources.

Key Resources

• Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
• Authentication with OAuth 2.0 - Only for OCI (Gen 2) Environments in REST API for Oracle Enterprise Performance Management Cloud

OCI Migration: Oracle-Managed Migration Continues; Customer-Managed Migration Not Available Any Longer

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

Oracle plans to migrate all Classic Commercial environments to OCI by the end of 2023 using monthly migration waves.

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

For customers whose environments were included in Wave 4 (April 2023 Migration Notification): The migration of application data and users from Classic to OCI environments and the DNS configuration change to route the existing Classic service URLs to OCI environments will occur in the 23.07 (July) monthly update. If you prefer not to have the migration take place in the 23.07  monthly update, please run the skipUpdate EPM Automate command to skip the 23.07 update.

• If your environments are included in Wave 5 (May 2023 Migration Notification), you must already have received your OCI environments. You should go through the optional migration steps, which include setting up SSO and IP Allowlist, and testing based on your requirements. See these information sources:
  • Oracle-Managed Migration in Oracle Enterprise Performance Management Cloud Operations Guide
  • Tasks to Perform After Cloning Environments in Administering Migration for Oracle Enterprise Performance Management Cloud

• If your environments are included in Wave 6 (June 2023 Migration Notification), you will receive your OCI environments in July 2023. Because your OCI environments may be provisioned at different times, you may not receive notification emails for all the environments at the same time.

• If your environments are included in Wave 7, you will be notified on July 3, 2023.

For Migration waves schedule information, see EPM Cloud Classic to OCI Migration Schedule in Oracle Enterprise Performance Management Cloud Operations Guide.

Oracle is no longer accepting any service request for Customer-Managed Migration. If only some of your environments were migrated using Customer-Managed Migration, the remaining environments will be migrated using Oracle-Managed Migration.

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

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

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

Steps to Enable

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

Key Resources

• EPM Cloud Classic to Oracle Cloud Infrastructure (OCI) Migration in Oracle Enterprise Performance Management Cloud Operations Guide

• Features Available only in OCI EPM Cloud Environments in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

OAuth 2.0 Support for User Management EPM Automate Commands and REST APIs

A new version of EPM Automate is available. Starting with this version, EPM Automate can use the OAuth 2.0 authentication protocol to access OCI (GEN 2) EPM Cloud environments to execute all user management commands, including addUsers, updateUsers, removeUsers, assignRole, unassignRole, importSnapshot, and cloneEnvironment, which could not be previously run using OAuth 2.0 authentication. EPM Cloud user management REST APIs can also use the OAuth 2.0 authentication to access OCI (Gen 2) EPM Cloud environments. These include Add Users to an Identity Domain (v1), Add Users to an Identity Domain (v2), Update Users, Remove Users from an Identity Domain (v1), Remove Users from an Identity Domain (v2), Assign Users to a Predefined Role or Application Role (v1), Assign Users to a Predefined Role or Application Role (v2), Remove Users' Role Assignment (v1), Remove Users' Role Assignment (v2), LCM Import (v1), LCM Import (v2), and Clone an 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

Business Benefits: The ability to work with OAuth 2.0 allows these commands and REST APIS to be added to automated scripts to perform administrative tasks without the need to use basic authentication.

Key Resources

• Using OAuth 2.0 Authorization Protocol with OCI (Gen2) Environments in Working with EPM Automate for Oracle Enterprise Performance Management Cloud

• REST API for Oracle Enterprise Performance Management Cloud
  • Managing Users
  • Authentication with OAuth 2.0 - Only for OCI (Gen 2) Environments

Simplified OAuth 2.0 Configuration in REST API for EPM Cloud

The REST API documentation has been updated with a simplified OAuth 2.0 configuration in Authentication with OAuth 2 - Only for OCI (Gen 2) Environments in REST API for Oracle Enterprise Performance Management Cloud.

The topic also includes the answers to several new frequently asked questions.

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 simplified OAuth 2.0 configuration saves you time in configuring OAuth 2.0, and the new frequently asked questions help you succeed with this process without the need to create a service request to get answers to the questions you face during OAuth 2.0 configuration.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > APIs & Schema). If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

• Authentication with OAuth 2 - Only for OCI (Gen 2) Environments in REST API for Oracle Enterprise Performance Management Cloud.

Access Requirements

• Service Administrators

While Daily Maintenance Is Running, Jobs Run by REST APIs and EPM Automate Are Not Initiated

The following EPM Cloud REST APIs and EPM Automate commands do not start while the automated daily maintenance is in progress. They need to be re-initiated after the daily maintenance is complete.

• Clear Cube REST API and clearCube EPM Automate command
• Compact Cube REST API
• Export Data REST API and exportData EPM Automate command
• Export Metadata REST API and exportMetadata EPM Automate command
• Import Data REST API and importData EPM Automate command              
• Import Metadata REST API and importMetadata EPM Automate command
• Merge Data Slices REST API and mergeDataSlices EPM Automate command   
• Optimize Aggregation REST API and OptimizeASOCube EPM Automate command            
• Cube Refresh REST API and refreshCube EPM Automate command
• Restructure Cube REST API and restructureCube EPM Automate command

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

Business Benefit: This restriction ensures that the REST APIs and EPM Automate commands don’t fail because of the automated daily maintenance.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > APIs & Schema). If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

• Managing Daily Maintenance in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
• EPM Automate Commands in Working with EPM Automate for Oracle Enterprise Performance Management Cloud
• Manage Jobs in REST API for Oracle Enterprise Performance Management Cloud

Access Requirements

• Service Administrators

New REST API for Running a Pipeline

In this update, the new Run Pipeline REST API enables you to execute a series of jobs in the stages of a Pipeline, perform integration processes, and optionally send emails, and attach job logs.

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

Business Benefit: This REST API is an alternative to running a Pipeline from the Data Integration user interface.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > APIs & Schema). If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

• Running a Pipeline in REST API for Oracle Enterprise Performance Management Cloud

Access Requirements

• Service Administrator

New Job Types in Pipeline

In this update, new job types are available in the Pipeline:

• Plan Type Map—Copies data from a block/aggregate storage cube to an aggregate storage cube or from a block/aggregate storage cube to another block/aggregate storage cube based on the settings specified in a Planning job of the type plan type map.

• Export Metadata—Export metadata from an EPM Cloud business process to a flat file (in .csv or .txt file format.

• Import Metadata—Import metadata from a flat file to your EPM Cloud business process, and optionally refresh the cube and generate an error log.

Applies to: Financial Consolidation and Close, Enterprise Profitability and Cost Management, Planning, Planning Modules, FreeForm, Tax Reporting.  The Pipeline Plan Type Map job type is not available for Financial Consolidation and Close and Tax Reporting customers.

Business Benefit: The Plan Type Map job type enables customers to copy data from a block storage cube to an aggregate storage cube or from a block storage cube to another block storage cube. The Import Metadata job type allows customers to build a metadata load file in any format, from any source, and export the metadata using the Export Metadata job type to an Oracle Enterprise Performance Management Cloud environment.

Key Resources

• Administering Data Integration for Oracle Enterprise Performance Management Cloud
  • Using a Plan Type Map Job Type
  • Using an Import Metadata Job Type
  • Using an Export Metadata Job Type

Access Requirements

• Service Administrator

Remote Connections Now Available for Open Batch Job Types in Pipeline

Customers can now include open batch job types in a Pipeline using either a local or remote connection.  This enables customers to orchestrate open batch jobs across instances from one location.  For example, you can load files to a local host server and then have the system copy files to a remote server and then execute the integrations.

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

Business Benefit: Prior to this update, open batches integrations could only be run from a local host.

Key Resources

• Adding a Job Type to the Pipeline in Administering Data Integration for Oracle Enterprise Performance Management Cloud

Access Requirements

• Service Administrator

Auto Copy Files to Remote Server for File-Based Integrations in Pipeline

For file-based integrations to a remote server in the Pipeline, the system now copies any files automatically from a local host to the remote server under the same directory.

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

In addition, the system creates the directory if the directory does not exist. If the file is not specified on the local host, then the file must be present on the remote server, otherwise the integration fails.

Business Benefit: This features enables a local file specified on the local host server to be added and run on a remote server.

Key Resources

• Using an Integration Job Type in Administering Data Integration for Oracle Enterprise Performance Management Cloud

Access Requirements

• Service Administrator

Data Integration Support for Custom MDX Dimension Member Function in Source Filter

In this update, customers can now specify a free format custom filter to qualify valid MDX member selections on the Filters tab in Source Options.

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

To use a custom filter, you use MDX syntax to define the custom filter by enclosing members with braces, the { and } characters. The following is the syntax for the custom filters: "#Custom{<Valid MDX Member Selection Function>}".

The following example shows custom filters applied to the "Account," "Currency," and "Entity" dimensions:

Custom Filters on the Source Options Filter Tab.

Business Benefit: Custom filters enable customers to qualify results from the source based on valid MDX member selections not available on the Member Selection page.

Key Resources

• Defining Custom Filters for a MDX Query in Administering Data Integration for Oracle Enterprise Performance Management Cloud

New Flex Form Option to Retain Invalid Members in Smart View

In flex forms, you can now retain invalid members on the sheet after a refresh. To accomplish this, Service Administrators enable the new Smart View option, "Show invalid members on flex form," during form design.

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

When entering member names in a flex form, errors may occur; for example, you may:

• Mistype or misspell a name, creating an invalid member in the cell
• Make an error when copying and pasting member names from one sheet to another, or within the same sheet, resulting in invalid members
• Enter a member name that is beyond the form definition, resulting in an invalid member

Previously, when this occurred, the rows or columns with invalid members were removed from the sheet upon refresh, making it difficult to know what the issue was, and forcing you to reenter member names.

Starting in this update, the flex form can retain any invalid members on the form after refresh if the Service Administrator enables the "Show invalid members for flex form" check box under Smart View Options in the Layout tab of the form definition.

Note that the "Show invalid members for flex form" check box is enabled only when "Enable flex form for rows" or "Enable flex form for columns," or both, are enabled.

Following are some example scenarios that show you how to work with invalid members on the sheet.

Example of Misspelled Member Name

For example, based on the the Vision application form, HR Expenses, you open the form as a flex form. The Service Administrator has enabled the Smart View options, "Enable flex form for rows" and "Show invalid members for flex form."

Flex Form Containing No "7690: Meals" Member

You notice that the "7690: Meals" member is not present on the form so you set out to add it. You insert a row on the grid and begin typing, but make a spelling error. After clicking Refresh, Smart View calls out the row for you with the member cells highlighted and the data cells displaying #InvalidMember.

Flex Form with Invalid Member Row Highlighted

After fixing the spelling error, click Refresh and note that the flex form is displayed correctly, with the valid member names and data.

Flex Form with Valid Members Displayed

Example of Missing Member Name on Multi-Dimension Row

#InvalidMember is displayed on the flex form in Smart View when a row or column has multiple members and you miss entering a member on a member cell in that row or column. In the following example, there are two dimensions on the rows. You added three rows after row 17. The members from the Product dimension in Column A, rows 18, 19, and 20, were typed correctly. But you did not type any entries in the same rows in Column B. Those cells are missing the member name from the Scenario dimension. This is the result after clicking Refresh.

Flex Form with Missing Member Names in Column B, Rows 18, 19, and 20

To correct this situation, type the members names in column B and click Refresh.

Example of Member Name Entered that is Outside of Form Definition

#Invalidmember is displayed on the flex form in Smart View when you enter a member that is beyond the form definition.

For example, suppose that in the form, the Year dimension is limited to FY17, FY18, and FY19. But in the application outline, the dimension contains many more members, such as FY20, FY21, FY22, and FY23.

When designing a flex form, if the Service Administrator has selected the "Flex beyond form definition" option for the Year dimension, then you may add members that are outside of the form definition, such as FY20. If the "Flex beyond form definition" option is not selected, then adding a member that is outside of the form definition will result in invalid members, even though the members exist in the outline.

In the following case, the "Flex beyond form definition" option was not selected for the Year dimension on the column. You add a column and enter FY20, and then click Refresh. Note below that column I now contains invalid members. 

"Flex beyond form definition" Is Not Selected and Member Is Outside of Form Definition

To remedy this, your Service Administrator should select the "Flex beyond form definition" option for the Year dimension. With this option selected, you may enter the members that are outside of the form definition, click Refresh, and retain the members on the flex form.

Business Benefit: Enabling the new "Show invalid members for flex form" check box lets users easily understand and correct any error they may have made in entering member names in flex forms.

Steps to Enable

To retain invalid members on a flex form, a Service Administrator performs these steps from the EPM Cloud web interface:

1. From the Navigator, under Create and Manage, click Forms.

2. Select an existing form to edit or, in the Form and Ad Hoc Grid Management page, click the Actions drop-down menu and click Create Simple form.

3. In the form definition page,  under Smart View Options in the Layout tab, select the Enable flex form for rows and Enable flex form for columns check boxes, as you require. You may select one or both of these options.

4. Select the Show invalid members for flex form check box. This option is displayed only when a row or column flex option is selected, as described in the previous step.

5. Optionally, for individual rows or columns, in Dimension Properties, enable the Flex beyond form definition option, as you require.

6. Save the form.

Tips And Considerations

• In rows and columns containing multiple dimensions, if even a single member is invalid, all members on the row or column are highlighted as invalid. For example, if a row contains the "Tablet" and "Current" members, and you type "Tablet" correctly, but type "Currnt" in error, both the Tablet and Currnt members will be highlighted as invalid. You should examine all the highlighted member names and correct those that are typed incorrectly.

• Attempting to delete an entire row or column by using the Delete key to delete only the member cells of a row or column will result in invalid members in the member cells upon refresh. To delete entire rows or columns on a flex form, use the" delete entire row" or "delete entire column" operations in Excel. 

Key Resources

• FreeForm
  • Administering FreeForm
    • Designing Flex Forms
    • Setting Smart View Form Options
    • Setting Dimension Properties

• Planning (also applies to Enterprise Profitability and Cost Management, Financial Consolidation and Close, Tax Reporting)
  • Administering Planning
    • Designing Flex Forms
    • Setting Smart View Form Options
    • Setting Dimension Properties

• Smart View
  • Flex Forms in Working with Oracle Smart View for Office

Additional Properties Viewable in Member Information Dialog in Smart View

In Smart View ad hoc grids, additional members properties are now included in the Member Information dialog.

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

In the Member Information dialog, member properties are grouped and displayed on the following tabs. Only the tabs that are applicable to the member and connection are displayed.

• Information: A list of general information about the member such as the Name, Dimension, Data Storage, Data Type, Scenario Rollup, Skip Value, and so on.
  • The newly added properties include Generation, Parent Member Name, Child Count, Two Pass Calculation, Hierarchy Type, Solve Order, Flow Metric, Aggregation Level, Level, Share, Category, Attributed, Formula, Dynamic Child Bucket Size, and Dynamic Child Access Mode.
  • The newly added properties specific to Dimension type are as follows:
    • Version: Standard Bottom up, Sandbox Enabled, Enabled For PM
    • Scenario: Scenario Rollup, Beg Balance, Start Time Period, End Time Period, Start Year, End Year
    • Account: Exchange Rate Type, Enable445, Sub Account Type, Account Type, Time Balance, Variance Reporting, Flow Metric 
    • Period : Q1, Q2, Q3, Q4 (Start Period, End Period)

• Aliases: A list of alias tables and corresponding aliases associated with the member

• Attributes: A table of the dimensions, members, and types of attributes associated with the member

• Formula: The formula associated with the member

• Comments: A list of comments associated with the member

• User Defined Attributes: A list of user defined attributes (attributes of the member defined by the administrator)

You access the Member Information dialog from the provider ad hoc ribbon in Smart View. For example, in Smart View, connect to a Planning data source and create a new ad hoc grid or open a saved one. Select a member cell and then, from the Planning Ad Hoc ribbon, select Cell Information.

You can also use these methods to access the Member Information dialog:

• In the ad hoc grid, right-click the selected member cell, then select Smart View, and then select Cell Information.
• In the Member Selection dialog, select a member in the right pane, and then from the Options button drop-down menu, select Cell Information

The information you view in the Member Information dialog can also be saved to an Excel file by clicking the Save button.

Business Benefit: The Member Information dialog now provides you with more details about members in an ad hoc grid.

Key Resources

• Viewing Member Information in Working with Oracle Smart View for Office

View Member Name and Alias in Rows, Even When an Alias Table is Not Used in Smart View

Using the Member Name and Alias option, you can now view member name and alias in rows even when an alias table is not used, that is, set to None, without impacting the display of member names in POV columns.

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

The Member Name and Alias option allows you to view both the member names and their aliases in adjacent columns for row dimensions in ad hoc grids when connected to a Standard-mode application.

Previously, when this option was selected, member names and aliases were displayed in rows, if an alias table was selected or set to Default using the Change Alias option on the provider ad hoc ribbon. Now, you can view member names and aliases in rows even when an alias table is not used, that is when it is set to None. When the Member Name and Alias option is selected and the alias table is set to None, the row dimensions retain the aliases based on the last used alias table, while the POV columns display the member names or aliases based on the last used alias table.

In Smart View, to view both member names and their aliases in an ad hoc grid:

1. Place an ad hoc grid on a worksheet. You may have more than one row dimension in the grid.

2. In the Smart View ribbon, click Options.

3. In the Member Options tab, select the Member Name and Alias option from the Member Name Display list, then click OK.

4. 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.

5. In the provider ad hoc ribbon, click Change Alias and select the None option. Observe that the member names and their aliases for row members are retained in the grid.

Business Benefit: Users, especially those migrating from Essbase, now get the same functionality of viewing member names and their aliases side-by-side, irrespective of whether an alias table is selected or not.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

To enable the Member Name and Alias option for Smart View users working with ad hoc grids, Service Administrators set the application option Smart View Ad Hoc Behavior, to Standard. All new and recreated applications are automatically set to Standard.

Key Resources

• Working with Oracle Smart View for Office:
  • Working with Aliases and Alias Tables
  • Displaying Member Names and Aliases in Grid
  • Member Options

Performance Improvement in Zoom In Operations on Multiple Selected Cells in Smart View

While zooming in on a range of selected cells in an ad hoc grid, performance issues like out of memory and worksheet loading failures are no longer encountered.

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

Multiple cells can be selected across rows and columns for zooming in on many levels like the next level, all the levels, or the bottom level. Zooming in on multiple cells, especially on all levels, results in a large number of cells being selected. If the data suppression options like suppress rows with no data or missing values are not enabled, it may lead to insufficient memory and failure to load worksheets while zooming in.

To prevent this issue, a governor limit for the number of selected cells is introduced along with the following improvements:

• If the number of selected cells is within the threshold, then the zoom in operation happens successfully, without any performance issues like out of memory and worksheet loading failures.

• If the number of selected cells exceeds the threshold, then a warning message informs users about the inability to load data as the number of cells before suppression exceeded the threshold. Users can reduce their cell selection range to proceed with the zoom in operation.

To zoom in:

1. Select a range of cells.
2. In the provider ad hoc ribbon, click the down arrow next to Zoom In and select the level that you want to zoom in to.

Business Benefit: Users can zoom in on multiple selected cells, without experiencing any out of memory issues and worksheet loading failures. A useful warning message also alerts them if they exceed the threshold for number of selected cells.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

• Zooming In in Working with Oracle Smart View for Office

Reports Support for Valid Intersections

In the EPM Cloud Platform business processes, Administrators can enable applications to include valid or invalid intersection rules. For example, you can specify that certain Products are valid only for certain Entities.

Valid intersections also provide Point of View (POV) member filtering between dimensions where valid intersection rules are defined. 

When previewing a report in Reports, grid data will only display for valid intersections and POV member filtering is enabled for genuine intersections.

NOTE:

• Valid Intersection POV member filtering is only supported for report grids.  Books and bursting definitions are not supported and will not filter the POV members for valid intersections.

• Valid Intersection POV member filtering is only supported when selecting members in the POV bar and not when selecting POV members in a prompt.

When previewing a report, you can view all members in a POV dimension, including invalid members, by selecting Show Invalid Members in the POV drop-down list or the POV member selector for the dimension.

You can also show valid or invalid intersections by selecting or deselecting the Show Only Valid Intersections preference in the report preview, using the Reports Actions menu. This preference is not selected by default and applies to all reports connecting to the same data source for the user.

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

Business Benefit: Valid intersection settings are more adaptable when you can exclude members from all hierarchies.

Key Resources

Working with Valid Intersections in Designing with Reports for Oracle Enterprise Performance Management Cloud

• Learning About Valid Intersections
• Understanding Valid Intersections from the Point of View
• Understanding Valid Intersections on Grid Data

OAuth 2.0 Support for Integration Cloud Connection in Task Manager

The Task Manager is enhanced to support OAuth 2.0 based authentication when connecting to Oracle Integration Cloud. This feature is available for both Oracle Integration Cloud Gen 2 and Gen 3.

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

Business Benefit: This feature provides better security and stronger authentication for all the automated integrations with external applications done using Task Manager.

Key Resources

• Financial Consolidation and Close
  • Administering Financial Consolidation and Close
    • Creating Custom Process Automation Integrations

• Tax Reporting
  • Administering Tax Reporting
    • Creating Custom Process Automation Integrations

• Planning
  • Administering Planning
    • Creating Custom Process Automation Integrations

• REST API for Oracle Enterprise Performance Management Cloud
  • Working with Connections in Task Manager

Enhanced Views in Task Manager, Supplemental Data Manager, and Enterprise Journals

Task Manager, Supplemental Data Manager, and Enterprise Journals have a new view option and enhancements to existing views:

• New view called Chart View: You can use chart views to create visual representations of the data such as bar graphs, pie charts, area charts, combination charts, doughnut charts, line graphs, and tile charts. Click on the parts of the chart to view the details. The chart view is available in:
  • Schedule Tasks
  • Supplemental Data Tasks
  • Alerts
  • Supplemental Data Analysis
  • Enterprise Journals
  • Enterprise Journal Line Items

• Existing Group View is more robust and renamed to Pivot View: Provides a pivot table style grouping of data within the list. You can click the values to drill-down to view the details.

• Saved Lists: Renamed to Saved Views. This change is applicable to all areas that currently use saved lists. You can create saved views for list views, pivot views, and chart views.

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

Business Benefit: These enhanced views allow better visualization and insight into your operational data.

Key Resources

• Financial Consolidation and Close
  • Administering Financial Consolidation and Close
    • Working with Views

• Tax Reporting
  • Administering Tax Reporting
    • Working with Views

• Planning
  • Administering Planning
    • Working with Views

Operational Dashboards for Tasks, Alerts, Supplemental Data, and Enterprise Journals

New operational dashboards provide greater visibility into the operational data within your business processes, allowing instantaneous access to your tasks, alerts, supplemental data, and enterprise journals data. Each dashboard can contain up to four different views and each view can have a different design and layout based on the requirement. You can combine different operational data sets. For example, you can have two views for tasks, one view for supplemental data, one view for enterprise journals all within a single dashboard.

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

Business Benefit: Operational Dashboards help to visualize key performance indicators for your business, make complex data easy to read and interpret, and provide on-demand visibility and insight.

Key Resources

• Financial Consolidation and Close
  • Administering Financial Consolidation and Close
    • Working with Dashboards

• Tax Reporting
  • Administering Tax Reporting
    • Working with Dashboards

• Planning
  • Administering Planning
    • Working with Dashboards

Aggregate Storage Cube (ASO) Supported As Source in Data Maps

Data Maps now supports an aggregate storage cube (ASO cube) as a source in Data Maps.

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

Business Benefit: ASO cubes are designed to provide rapid aggregation capabilities for much larger Essbase outlines, typically supporting many more (and larger) dimensions.

Key Resources

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

New System Setting - Use All Alias Tables on Refresh

A new system setting, Use All Alias Tables on Refresh, enables you to specify whether alias names in ad hoc grids are evaluated using the currently selected alias table or against all alias tables.

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

If the Use All Alias Tables on Refresh system setting is set to Yes, the system evaluates the alias name against all alias tables. If this setting is set to No (this is the default setting), the system evaluates the alias name against the currently selected alias table. In either case, if the system cannot identify the input as a valid member name or alias, the input will be displayed as a comment.

To view the Use All Alias Tables on Refresh system setting, click Application, and then click Settings.

Business Benefit: The Use All Alias Tables on Refresh system setting lets you control how alias names are evaluated in ad hoc grids.

Key Resources

• Enterprise Profitability and Cost Management
  • Administer and Use Enterprise Profitability and Cost Management
    • System Settings

• Financial Consolidation and Close
  • Administering Financial Consolidation and Close
    • Specifying Application Settings

• FreeForm
  • Administering FreeForm
    • What Application and System Settings Can I Specify?

• Planning and Planning Modules
  • Administering Planning
    • What Application and System Settings Can I Specify?

• Tax Reporting
  • Administering Tax Reporting
    • Specifying Application Settings

Announcement: Data Management Feature Migration to Data Integration

Starting with the September (23.09) update, the user interface pages listed in the table below will no longer be available in Data Management, but will be available in Data Integration. Data Integration is available now from the Data Exchange card from the home screen in the Cloud EPM Business Process, and users can access these features in the current Cloud EPM update. Data Management is not going away in 23.09 – we are only moving a few features now that have 100% parity with Data Integration. REST APIs are not impacted by this change.

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

Data Integration is the next generation of the Data Management user interface, enabling users to easily build and manage Cloud EPM integrations. As feature parity between Data Integration and Data Management becomes complete, Data Management features will be turned off, and users will use the new Data Integration user interface instead.

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

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

Integration definitions built with Data Management are also visible in Data Integration, which enables an easy transition. (Data Integration is a new user interface on the Data Management data model and does not require migration of content from Data Management to Data Integration).

Please note that additional new integration features will only be included in Data Integration, and will not be back-ported to Data Management. Critical bug fixes and security fixes will still be made to Data Management until all features are fully migrated.  In addition, all features from Data Management will be migrated to Data Integration with the exception of the following:

• The batch feature will be replaced by the new Pipeline feature. The Pipeline feature was available in the June (23.06) update.

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

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

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

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

Key Resources

• Administering Data Integration for Oracle Enterprise Performance Management Cloud

Removal of Calculation Manager Administrator Application Role

As previously announced, the Calculation Manager Administrator application role has been removed from EPM Cloud and is no longer displayed in Access Control screens. The removal of this role has no impact on current role assignments and operations in your environments.

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

Business Benefit: The removal of the Calculation Manager Administrator Role from Access Control makes this unnecessary role invisible in Access Control. This role was never used in EPM Cloud.

Key Resources

• Managing Role Assignments at the Application Level in Administering Access Control for Oracle Enterprise Performance Management Cloud

Renaming of Manage Public Filters and Lists and Reconciliation Manage Public Filters and Lists Roles

The Manage Public Filters and Lists and Reconciliation Manage Public Filters and Lists roles have been renamed to align their names with similar roles  in other EPM business processes.

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

The Manage Public Filters and Lists (Planning) and Reconciliation Manage Public Filters and Lists (Account Reconciliation) roles have been renamed as follows:

Old Name: Task Manager - Manage Public Filters and Lists

New Name: Task Manager - Manage Public Filters and Views

Old Name: Reconciliation Manage Public Filters and Lists

New Name: Reconciliation Manage Public Filters and Views

Business Benefit:  The renaming of roles affecting public filters and lists aligns their names with similar roles in other business processes.

Key Resources

• Managing Role Assignments at the Application Level in Administering Access Control for Oracle Enterprise Performance Management Cloud

Information on EPM Cloud HTTP Security Headers

The Getting Started with Oracle Enterprise Performance Management Cloud for Administrators guide has been updated with information on all secure HTTP request and response headers used in OCI (Gen 2) EPM Cloud 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: Secure HTTP Headers enhance security compliance by protecting EPM Cloud (Gen 2) data communication.

Key Resources

• Understanding EPM Cloud Security Compliance Features in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Updates to the Activity Report

The Activity Report has been enhanced to provide better navigation within the report using tabs that take you to the beginning of important sections. The information in the report is color coded to help you understand the type of information you are viewing currently. Additionally, the Activity Report has been enhanced to display Supplemental Data Manager design and runtime metrics.

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

Tabs in the Activity Report

The Activity Report has been enhanced with the User Interface, Hourly, Runtime, Application, Operational, and Usage tabs to help you navigate within the report. The information available in the report is color coded to match the color of these tabs to help you understand the type of information that is currently displayed.

Color Coded Tabs in the Activity Report

• User Interface: Information about users who accessed the service such as number of users, top 7 user interface requests, and top 15 user interface requests based on execution time.

• Hourly: Hourly metrics including those on average response time by hour, number of Essbase operations, and the number of user requests by hour.

• Runtime: Runtime metrics for the application in your environment such as top 10 calculation scripts by average duration, top 10 most run calculations, and Essbase runtime metrics.

• Application: Application design metrics including Essbase design metrics, application size, Essbase BSO and ASO cubes statistics.

• Operational: Operational Metrics such as Daily Maintenance Duration in minutes.

• Usage: Usage metrics including lists of most and least active users, and the Smart View and Microsoft Excel versions being used.

Supplemental Data Manager Design and Runtime Metrics

Two new tables listing Supplemental Data Manager runtime and design metrics are available in the Activity Report. These tables are illustrated in the following image:

Supplemental Data Manager Runtime and Design Metrics tables

Business Benefits: Tabs help you navigate to the beginning of important sections within the Activity Report. New Supplemental Data Manager metrics help you understand the  runtime and design parameters, which can be used to optimize your application.

Key Resources

• Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
  • Activity Report Contents
  • Supplemental Data Manager Design and Runtime Metrics

Account Reconciliation

Enhancements to Views in Account Reconciliation

Account Reconciliation provides a new type of view and enhancements to the existing views.

• New type of view named Chart View
  • Reconciliations
  • Transactions
  • Detail Balances
  • Profiles
  • Alerts

• Pivot views

• Lists are renamed to List Views

• Saved Lists are renamed to Saved Views

Business Benefit: The enhanced views allow better visualization and insight into your reconciliations.

Key Resources

• Working with Pivot Views in Administering Account Reconciliation
• Working with Chart Views in Administering Account Reconciliation
• Saving Views in Administering Account Reconciliation

Custom Dashboards for Reconciliation Compliance and Transaction Matching

New custom dashboards provide greater visibility into your reconciliations. You can design your own custom dashboards  on reconciliations, profiles, transactions, detail balances, match types, and alerts. Each dashboard can contain up to four different views and each view can have a different design and layout based on the requirement. You can combine different types of data in a single dashboard. For example, you can have two views for reconciliations, one view for transactions, and one view for profiles all within a single dashboard.

Business Benefit: Custom dashboards help you visualize key performance indicators of your reconciliation process, track your process with greater ease, and provide on-demand visibility and insights.

Key Resources

• Managing Custom Dashboards in Administering Account Reconciliation

Increased Limit on Number of Transactions Exported from Transaction Matching

The number of transactions that that can be exported from the Transactions tab in Transaction Matching has been increased to 5,000,000 for the .csv format and 1,048,576 for the Microsoft Excel format.

Business Benefit: This feature enables users to export a higher number of transactions from Transaction Matching.

Key Resources

• Searching Transactions in Transaction Matching in Reconciling Accounts with Transaction Matching

Single Calculated Amount for all Currencies in a Bucket

When defining currency buckets, Service Administrators can choose how the balance attributes will be displayed. In addition to the existing balance attributes, Service administrators can choose to display numeric balance attributes that provide a single calculated amount for all currencies in a bucket. These numeric balance attributes will appear as amounts without currency codes and can be used in the reconciliation list and profile list. Additionally, they can also be included in pivot views, chart views, and dashboards.

Business Benefit: This feature provides ease of use when exporting balances to Microsoft Excel since currency code is not included with the balance. This allows users to easily perform numeric computations on exported balances.

Key Resources

• Defining Currency Buckets in Setting Up and Configuring Account Reconciliation

Manage Dashboards Application Role is Assignable to Users

The Service Administrator can assign the Manage Dashboards application role to other users. This role enables users to create and manage custom dashboards.

Business Benefit: This feature allows any user with the role to manage custom dashboards.

Key Resources

• Managing Custom Dashboards in Administering Account Reconciliation

Support for camt.053 Bank Statements in Transaction Matching

You can use camt.053 format bank statements when importing transactions and balances from Data Integration or Data Management into Transaction Matching.

Business Benefit: This feature provides additional options when importing transactions or balances into Transaction Matching.

Key Resources

Account Reconciliation

• About Using Data Integration and Data Management in Administering Account Reconciliation

Data Integration

• Integrating BAI and SWIFT MT940 Format Bank File Transactions and Balances in Administering Data Integration for Oracle Enterprise Performance Management Cloud

Data Management

• Integrating BAI and SWIFT MT940 Format Bank File Transactions and Balances in Administering Data Management for Oracle Enterprise Performance Management Cloud

Requesting Increased Default Governor Limits in Account Reconciliation

In some cases, default governor limits may be increased at customer’s request. Before you submit a technical service request to increase governor limits, Oracle requires you to test the impact of this change on the overall performance of your application.

Business Benefit: This feature provides flexibility to manage governor limits based on your business requirement.

Key Resources

• Requesting an Increase in Account Reconciliation Governor Limits in Oracle Enterprise Performance Management Cloud Operations Guide
• Setting Governor Limits in Account Reconciliation in Setting Up and Configuring Account Reconciliation

Enterprise Data Management

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

Financial Consolidation and Close

Application Roles for Consolidation Journals

New Consolidation Journal Application Roles have been added under the Access Control option. These roles can be assigned or unassigned to users and groups.

• Consolidation Journals - Create
• Consolidation Journals - Submit
• Consolidation Journals - Approve
• Consolidation Journals - Post
• Consolidation Journals – Un-Post
• Consolidation Journals – Auto-Post After Approval
• Consolidation Journals – Manage Periods

Business Benefit: The Application Roles for Consolidation Journals enable you to assign journal actions on a user or group basis, rather than based on a predefined role. This provides more flexibility in assigning journal actions to users, such as Power Users and Users as needed.

Key Resources

• Working with Consolidation Journals in Working with Financial Consolidation and Close

New Action and Status for Consolidation Journals

A new Action is available for Consolidation Journals called “Complete”. This action and status can be used to notify a user that the journal is ready for submission to be approved. When the Complete action is performed, the journal will have a status of “Completed”.

Business Benefit: This new journal Action enables you to set two levels of approval if needed, and provides additional information about journal status.

Key Resources

• Working with Consolidation Journals in Working with Financial Consolidation and Close

New SingleTime Dimension for Data Forms

In applications that use the Dense/Sparse Optimization (DSO) option, a new system replacement dimension named SingleTime is available for data forms. The SingleTime dimension combines the Year and Period dimensions, for example, “Jul 2022” for the FY22 Year and July Period. The SingleTime dimension is only available in data forms, and in data forms accessed through Smart View.

Business Benefit: The SingleTime dimension can be used when you want to view the data in a form for different months and years, for example, if you want to view the data from the last six months of the prior year. It also enables you to use Relative functions to view form data for a range of periods or years.

Key Resources

• Using the SingleTime Dimension in Administering Financial Consolidation and Close

Data Discovery Enhancements

When you run Data Discovery, the Notes output file now contains information on cells that are affected by Configurable Consolidation or Translation Override rules.When you run Data Discovery, the Notes output file will now contain information on cells that are affected by Configurable Consolidation or Translation Override rules.

Business Benefit: The Data Discovery process now contains additional information about Configurable Consolidation and Override Translation rules that help you to diagnose and resolve potential calculation issues.

Key Resources

• Understanding Data Discovery Output in Administering Financial Consolidation and Close

Translation Process for Entity Elimination and Proportion Adjustment Members

You now have the option to include the FCCS_Entity Proportion Adj and FCCS_Entity Elimination Adj members (EPA/EEA) in the Translation scope during the translation process to Reporting Currency. This feature is only available when Advanced Consolidation is enabled.

To enable this feature, add a new substitution variable named ReportingTransEPAEEA and set the value to True.

NOTE: Starting in the October (23.10) update, the default value for the ReportingTransEPAEEA substitution value will be set to True, and this feature will be enabled by default. To disable the feature, you can change the value of the substitution variable to False.

Business Benefit: When you enable the ReportingTransEPAEEA substitution variable, the FCCS_Entity Proportion Adj and FCCS_Entity Elimination Adj members are translated to Reporting Currency, using the same process that occurs for Entity Input and Entity Consolidation translation.

Steps to Enable

To enable this feature, add a new substitution variable named ReportingTransEPAEEA and set the value to True.

Key Resources

• Translation Process in Administering Financial Consolidation and Close

REST API for Intercompany Matching Reports

You can now use a REST API to generate an Intercompany Matching Report that has been saved as a job.

Business Benefit: This feature allows you to execute an Intercompany Matching Report job using a REST API, in addition to running it from the Job console, to track intercompany transactions for analysis and auditing purposes.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > APIs & Schema). If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

• Generate an Intercompany Matching Report in REST API for Oracle Enterprise Performance Management Cloud

Access Requirements

• System Administrator

Performance Substitution Variables

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

OptimizeConcurrency = True

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

OptimizePelimCalculation= True

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

EnableYearlyConsol = True

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

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

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

ParallelCustomDimDSO = True

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

ParallelCustomDimTranslation = True

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

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

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

FreeForm

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

Narrative Reporting

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

Planning

Ad Hoc Grid Opened from an Insight Now Displays the Full Range of Cells

When you open an ad hoc grid for an insight (from the IPM Insights dashboard or from the Analyzer view for an insight), the ad hoc grid now opens displaying all of the same members in the rows and columns as the insight grid in the Analyzer, using the same POV.

Previously, the ad hoc grid displayed only the first cell of the insight grid (or the highlighted anomaly for an anomaly insight).

To open an ad hoc grid for an insight:

• From the Insights dashboard, click the Actions menu () next to the insight you want to analyze and then click Open as Adhoc.
• From the Analyzer view for an insight, click Open as Adhoc.

Additionally, you can now open the resulting ad hoc grid in Smart View. Previously, Smart View required the ad hoc grid to be saved and named, which was not possible in an ad hoc grid generated from an insight. To open an ad hoc grid in Smart View, in the ad hoc grid, click the Actions menu ( ) and then click Open in Smart View.

Business Benefit: Because the ad hoc grid generated from an insight is now fully populated, you can start your ad hoc analysis immediately, without having to first set up the ad hoc grid.

Key Resources

• Working with Planning
  • Analyzing Insights

Profitability and Cost Management

There are no new features in this update except for the applicable features listed in the EPM Cloud Platform section. See Oracle Support Document 2955235.1 (Oracle Profitability and Cost Management Application Type Statement of Direction)

Enterprise Profitability and Cost Management

New Documentation for Managing Your Enterprise Profitability and Cost Management Implementation

New documentation has been added to the Administering Enterprise Profitability and Cost Management guide that summarizes the typical implementation process for a new Enterprise Profitability and Cost Management application.

Business Benefit: Outlining the steps for a typical Enterprise Profitability and Cost Management implementation helps you as you manage your own application.

Key Resources

• Managing Your Enterprise Profitability and Cost Management Implementation in Administering and Working with Enterprise Profitability and Cost Management

Ability to Capture Diagnostics Data When No Source or Driver Data Is Found

When calculating a model, you now have the ability to capture diagnostics data that is displayed in the Job Log section of "Calculation Statistics" and "Calculation Statistics Comparison" reports when an allocation rule successfully executes but no cells are updated if no source or driver data is found.

Business Benefit: Diagnostics data can help you find the cause of a lack of allocation results.

Key Resources

• Calculating a Model in Administering and Working with Enterprise Profitability and Cost Management

Rule Validation Tab Now Distinguishes Between Errors and Warnings

When validating Allocation rules and Custom Calculation rules, the Validation tab now has a Message Type column that distinguishes between errors and warnings.

Business Benefit: Distinguishing between errors and warnings helps you to better troubleshoot issues as you build and edit your rules.

Key Resources

• Administering and Working with Enterprise Profitability and Cost Management
  • Validating Allocation Rules
  • Validating Custom Calculation Rules

Ability to Enable NET and Logical/Physical Clear Without Entering a Service Request to Request a UUID

Two new substitution variables are available:

• EPCM_CALC_CLEAR_TYPE specifies whether to use Physical or Logical clear when evaluating overall calculation times when the data growth in the database impacts the database clear processes.

• EPCM_CALC_NET_ENABLE enables Allocation Rule Non Empty Tuple (NET), which improves the calculation times for Simple Reclassification (SR) rules

Business Benefit: Use of these substitution variables eliminates the need to create a service request to request a UUID, and allows you to make the change yourself.

Key Resources

• Administering and Working with Enterprise Profitability and Cost Management
  • Defining Logical Clear Versus Physical Clear
  • Enabling Allocation Rule Non Empty Tuple

Tax Reporting

Please be sure to review the Important Actions and Considerations section for Audit Purge related information.

Reclassify Total Deferred Expense to Equity

Tax Reporting now has the enhanced ability to reclassify total deferred tax expense regional to equity. This classification is specific to entity and jurisdiction. You can enable the Deferred Tax Expense To Equity feature for your application (in the Application-> Configuration screen).

With this enhancement:

• Total Deferred Tax Expense is reversed on Reverse Deferred Tax Expense movement.
• Reversed Deferred Tax Expense is reclassed to Reclass Deferred Tax Expense which then rolls over to the Total Equity Adjustment.

Business Benefit: This new capability satisfies the following requirements:

• The Pennsylvania Public Utility Commission (PAPUC) requires “flow through” accounting treatment for state income tax expense.

• Accounting Standards Codification Topic (ASC) 980 requires that the utility does not record deferred state income tax expense for financial reporting purposes.

• Accounting Standards Codification Topic (ASC) 740 requires that the accumulated deferred income tax (ADIT) is recorded on the utility’s balance sheet and the offset is a regulatory asset or liability.

Key Resources

• Reclassifying Total Deferred Expense Regional to Equity in Working with Tax Reporting

Enhanced Refresh Database

Tax Reporting Refresh Database has been enhanced to update all data status from ‘Ok’ to ‘System Changed' only when metadata is actually modified. Modifications to member Alias and/or Description dimension member properties do not contribute to 'System Changed' status. Prior to this enhancement, initiating  Rrefresh Database always updated data status from ‘Ok’ to ‘System Changed’ even when no metadata changes were made.

Business Benefit: This feature improves usability. Data status will not switch from ‘Ok’ to ‘System Changed’ after Refresh Database if no metadata changes were made.

Enhanced Annualized Estimated Effective Tax Rate (AEETR)

The Interim Tax Provision feature in Tax Reporting now has an enhanced Annualized Estimated Effective Tax Rate (AEETR). The following new capabilities are available:

• Apply Global AEETR: After calculating the forecasted AEETR in the Interim Provision Forecast Scenario, the Global AEETR now can be applied to all Entities' NIBT in the Actual scenario on the Interim Provision form. 

• Automate the AEETR from any Scenario into any target Scenario by selecting:
  • Interim scenario where AEETR is being calculated
  • Actual scenario where the AEETR is being pushed

• When an Entity is defined as a “Loss entity” its NIBT is now excluded from the Tax Automation rule in the Actual Scenario.

• Mapping data to the Tax Account Rollforward (“TAR”) from the Interim Provision is supported using TAR Automation.

Modified Forms

The following forms are modified:

• Interim Total

• Interim Detail
  • The Interim Total and Interim Detail forms are modified with the following additional rows:
    • Consolidated AEETR Adjustment: Difference amount calculated using Global Entity's AEETR and Entity's AEETR (that is, NIBT Adjusted * ( Global Entity's AEETR - Entity's AEETR)
    • Consolidated AEETR: Global Entity's AEETR
    • ETR After Discrete Items: Calculated effective tax rate including discrete items 

• Loss Entities
  • The Loss Entities form is modified to:
    • Allow selection of Interim Scenario(s)
    • Show detail post loss AEETR (Current, Deferred and Total)

New Rule: “Consolidation using AEETR”

The new rule allows you to consolidate the Interim Total and/or Interim Detail web forms with the latest AEETR while ignoring the Data Status (for example, OK). One benefit of this rule is that it avoids manually impacting Entities to get the latest AEETR.

This specific rule is not available in the Rules Card, but is available in the Interim Total and Interim Detail web forms via a right click.

Business Benefit: The user now has a changed and improved experience in calculation. You can now:

• Apply the global AETR rate to all Entities without being limited to the Entity AEETR rate
• Create multiple Interim Provision Forecast Scenarios for multiple reporting requirements (for example, GAAP, Non-GAAP, and others)

Key Resources

• Calculating Annualized Estimated Effective Tax Rate (AEETR) in Working with 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.

This update includes Important Actions and Considerations for:

• EPM Cloud Platform
• Account Reconciliation
• Profitability and Cost Management
• Enterprise Profitability and Cost Management
• Financial Consolidation and Close

EPM CLOUD PLATFORM

Plan to Discontinue Support for Non-Redwood Experience Themes

Oracle's Redwood UX Design is helping organizations improve user productivity, reduce training costs, and increase user satisfaction. As such, it has gained wide adoption across our Oracle Cloud user base.

Within Cloud EPM the Redwood Theme has had significant adoption, and major new platform innovations over the past few years have primarily been released only within the Redwood theme.

Going forward, future innovations in Cloud EPM and Redwood UX Design patterns are likewise targeted to be available within the Redwood theme only. Customers are encouraged to deploy their applications using Redwood theme only.

Customers are encouraged to watch the Cloud Customer Connect session in April 2023: EPM – Why You Should Be Using The Redwood Theme in EPM Cloud

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

Effective November 2023, within the Redwood Experience, we will offer a Default ‘Oracle’ Theme and two additional appearance options: ‘Custom Light’ and ‘Custom Dark’. Appearances for all existing EPM Cloud pods that currently use the Redwood Experience will be naturally shifted to either use the default Oracle Theme or Custom Dark Theme based on currently deployed background appearance in those pods.

Pods with non-Redwood theme appearance will not be impacted in November 2023. In a later update (planned towards February 2024), we will have an appearance switch-over plan for pods using non-Redwood theme.

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

Embedding Google Sheets, Google Drive Files, and Microsoft Office 365 Files in Navigation Flows

Customers can embed the third-party pages listed below in EPM Cloud Application navigation flows. Though not supported by Oracle, using instructions provided by the third-party sites, you can now embed links to these resources within navigation flow cards, tabs, and sub tabs:

• Google Sheets
• Files stored in Google Drive (for example, PDF and Excel)
• Files stored in Microsoft Office 365

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

For more information about embedding third-party pages in EPM Cloud applications, see the following documentation:

• About Using URLs to Embed Third-Party Pages in EPM Cloud Applications in Administering and Working with Enterprise Profitability and Cost Management

• About Using URLs to Embed Third-Party Pages in EPM Cloud Applications in Administering Financial Consolidation and Close

• About Using URLs to Embed Third-Party Pages in EPM Cloud Applications in Administering FreeForm

• About Using URLs to Embed Third-Party Pages in EPM Cloud Applications in Administering Planning

• About Using URLs to Embed Third-Party Pages in EPM Cloud Applications in Administering Tax Reporting

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

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

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

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

EPM Cloud environments on OCI (Gen 2) are transitioning from Identity Cloud Service (IDCS) to Identity and Access Management (IAM) domains. For information on IAM, see Overview of Identity and Access Management.

After this transition, existing IDCS administration and My Profile functionalities remain the same, but are hosted on Oracle Cloud Console. The Oracle Cloud sign-in page has an updated design to match the latest Oracle Cloud design guidelines. To learn more on what to expect with this transition, see Introducing OCI IAM Identity Domains: What customers need to know.

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

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

As of the June (23.06) update, the Enhanced Integration API and Drill Type UI options have been removed from the list of options in the System Settings option of Data Management.

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

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

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

Forms 2.0 and Dashboards 2.0

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

Forms 2.0 features:

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

Dashboards 2.0 enhancements:

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

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

Plan to Disable the Print Option in Web Ad Hoc Grids and Forms 2.0

Starting with the September (23.09) update, we are disabling the print option within Web ad hoc grids. Forms 2.0 (to be released soon) will also not have a print option. You can use the browser's print feature or the Excel Print feature in Smart View if you require printing.

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

Calculation Manager Errors and Warnings Enforcement

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

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

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

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

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

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

Prior to the July 2022 (22.07) update, Oracle Enterprise Performance Management Cloud used the WORLD pre-seeded group to grant access to Explore Repository artifacts such as reports and folders. Starting with the July (22.07) update, the WORLD group was removed. If you previously used the WORLD group to grant access to repository artifacts, complete these steps to ensure that users can access Repository artifacts:

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

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

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

Purging of Audit Information

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

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

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

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

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

Applies to: Financial Consolidation and Close, Tax Reporting

Report Import/Export to Excel: Font Installation Requirements for Text Boxes in Excel

Due to performance and rendering quality enhancements to Report text boxes when exported to Excel, Report text boxes may appear distorted or with overlapping text while importing or exporting to Excel when the fonts used within the text boxes are not installed on the client machine. To fix this, install the missing fonts used within the text boxes on the client machine.

Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, 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)

Please note that the Oracle Financial Reporting tentative deprecation dates have been moved to mid-to-late CY24.

For more information:

• See Appendix B in the Designing with Reports Guide: Migrating Reports from Financial Reporting.

• On June 8, the most recent Oracle Cloud Customer Connect event, Migrating Your Financial Reporting to Reports, was presented. There is a presentation, an event recording, and an FAQ sheet accessible. In order to view the event recording and documentation, you must log in to Cloud Customer Connect.

ACCOUNT RECONCILIATION

Changes to Application Roles

The Drill Through and Calculation Manager applications roles had no effect in Account Reconciliation and are no longer displayed.

FINANCIAL CONSOLIDATION AND CLOSE

Enterprise Journal Dimension Persistence

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

FCCS_Global Assumptions Member

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

Future Updates to Ownership Management Locking / Unlocking

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

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

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

Metadata Validation Update

The Metadata Validation process will no longer display an error for this condition: “Children of Parent with Data Storage Label Only Must not Aggregate”. When you add a child member under a parent with the Label Only property in the Account, Data Source or Movement dimension, the Label Only child member property does not need to be set to Ignore or Never. The removal of this restriction will eliminate potential errors in the FCCS_Balance Sheet hierarchy.

Phased Approvals

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

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

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

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

Substitution Variables

Substitution variables allow you to enable or disable new Financial Consolidation and Close features as needed. The following substitution variables are available:

• ReportingTransEPAEEA

When enabled, the FCCS_Entity Proportion Adj and FCCS_Entity Elimination Adj members are translated to Reporting Currency.

Starting in the October (23.10) update, the default value will be set to True, and this feature will be enabled by default.

• ExtendMovementScope

When enabled, the Movement members that are created outside of the FCCS_Movements hierarchy will be included in translation and consolidation calculations.

Starting in the September (23.09) update, the default value will be set to True, and this feature will be enabled by default.

PROFITABILITY AND COST MANAGEMENT

Oracle Profitability and Cost Management Application Type Statement of Direction

The Oracle Profitability and Cost Management Application Type Statement of Direction provides an overview of the strategic plans and future direction of Oracle Profitability and Cost Management Cloud Service and Oracle Enterprise Performance Management Enterprise Cloud Service Profitability and Cost Management Business Process. Included is information about the change in Development focus to the newer Enterprise Profitability and Cost Management Application Type available exclusively with Enterprise Performance Management Enterprise Cloud Service.

Oracle Support Document 2955235.1 (Oracle Profitability and Cost Management Application Type Statement of Direction)

ENTERPRISE PROFITABILITY AND COST MANAGEMENT

Purging of Old Calculation Run Records

Each calculation rule execution logs several statistics about its execution that are used to populate the Calculation Statistics Report. For models with many rules, the volume of these statistics can accumulate quickly. To maintain responsiveness in the Calculation Analysis screen where calculation runs are viewed, Enterprise Profitability and Cost Management automatically purges old calculation run records and their associated statistics when the volume of runs or statistics grows to exceed certain thresholds. If you want to retain a longer history of calculation runs, it is best practice to frequently use the Export to Excel feature in the Calculation Analysis screen to archive calculation runs.