Cloud Readiness / NetSuite Account Reconciliation (NSAR)
What's New
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  1. May 2023 Update
  1. Revision History
  2. Overview
  3. Feature Summary
  4. Account Reconciliation (NSAR)
    1. CPM Common
        1. OCI Migration: Oracle-Managed Migration Continues; Customer-Managed Migration Not Available Any Longer
  5. Account Reconciliation (NSAR)
    1. Account Reconciliation
        1. New Search Options and Filters in the Transaction Matching Jobs List
        2. New Governor Limits for Transaction Matching Objects

May 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
09 MAY 2023     Created initial document.

Overview

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DISCLAIMER

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

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Feature Summary

Column Definitions:

Report = New or modified, Oracle-delivered, ready to run reports.

UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.

UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.

Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.

Ready for Use by End Users
(Feature Delivered Enabled)

Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.

Customer Must Take Action before Use by End Users
(Feature Delivered Disabled)

Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing.

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Account Reconciliation (NSAR)

CPM Common

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

Account Reconciliation (NSAR)

Account Reconciliation

New Search Options and Filters in the Transaction Matching Jobs List

New Governor Limits for Transaction Matching Objects

Account Reconciliation (NSAR)

CPM Common

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. Two migration options are available:

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

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

  • If you were notified about your migration in February 2023, you must already have received your OCI instances. You should go through the optional migration steps, which include setting up SSO and IP Allowlist, and testing based on your requirements. See these information sources:
  • If you were notified about the migration of your environments in March 2023, you will receive your OCI instances in the beginning of April 2023.
  • If your environments are in the next wave of migration, you will be notified in the beginning of April 2023.

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

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

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

Account Reconciliation (NSAR)

Account Reconciliation

New Search Options and Filters in the Transaction Matching Jobs List

In Transaction Matching, you can now search the Jobs list using the account ID, data source ID, and match type ID.

A new filter has been added to the Jobs list for Match Type. Use this filter to select the match type whose jobs you want to display in the Jobs list.

Business Benefit: This feature enables users to easily and quickly search for the required Transaction Matching jobs.

Key Resources

New Governor Limits for Transaction Matching Objects

Various artifacts in Transaction Matching now have governor limits. The limits include the following: total number of match types, total number of data sources in match type, total number of data sources in the application, total number of attributes in a data source, total number of match processes in a match type, and total number of rules in a match process.

Business Benefit: Setting governor limits helps keep your application optimal.

Key Resources