Tag Archives: EPM Cloud

November 2, 2018   Uncategorized

Using Extended Dimensionality in Financial Consolidation and Close (FCCS)

What do I need to know before using Extended Dimensionality in Financial Consolidation and Close (FCCS)?

Thank you to Rich Wilkie, Senior Director, Product Management, for the presentation on this topic.

Below are the answers to the Frequently Asked Questions about using Extended Dimensionality in FCCS.

1. How do I request extended dimensionality? 2. How many dimensions can I have?
  • When Extended Dimensionality is enabled, you can create four Custom dimensions.
  • If the application is enabled with the Multi-GAAP reporting option, you can create three Custom dimensions.
3. When will I receive the update?
  • The target release date for the availability of this one-off patch is mid-October, 2018.
  • You can request it starting now and at any time after that as well.
  • The update will first be applied to the test environment.
  • Production will only be updated when you request it from Support.
4. Will my existing application work once I receive the new functionality?
  • When the Extended Dimensionality update is applied, your existing application will no longer be available. You must create a new application. You cannot modify the number of dimensions in an existing application.
  • After the update is complete, any existing application snapshot cannot be loaded.
  • NOTE:  Existing customers who do not require extra dimensions do not need to do anything and are not affected.
5. Can I use LCM snapshots?
  • Extended Dimensionality is only available for new applications. The Migration Snapshot feature is not available between non-Extended Dimension and Extended Dimension applications.
  • Once you create an application, you can use it within Extended Dimensional environments, you just cannot use it between Extended and non-Extended environments.
7. Will my environment be upgraded automatically the next month?
  • For subsequent releases, if you have Extended Dimensionality, you must also request an update from Oracle Support.

NOTE:  This only affects those customers who have requested and are using Extended Dimensions

8. What else is different between extended dimensionality functionality?
  • Custom Dimensions: The default members are exactly the same, except that the “Total Custom” member is now “Dynamic Calc” instead of “Never Share”. Any new parent members that you create in these Custom dimensions must use the Data Storage property of “Dynamic Calc”.
  • Multi-GAAP Dimension: The default Multi-GAAP hierarchy that is created by the application now follows the same paradigm as the Custom dimensions. The Data Storage property for Parent members will be “Dynamic Calc”.
  • Intercompany Dimension: The FCCS_Intercompany Entities parent member is now created as a “Dynamic Calc” member. You do not need to make any changes to this dimension.
  • View Dimension: The system will add three new members under a new parent member “FCCS_View_System Members”: “FCCS_QTD_RULE”, “FCCS_HYTD_RULE”, and “FCCS_YTD_RULE”. QTD, HYTD and YTD member formulas will now be “Never Share” and populated when consolidation is executed.
9. Are there any known issues?
  • For applications that do not have Ownership Management enabled, the values in Proportion and Contribution members for accounts with Time Balance of type “Balance” will be shown incorrectly. This is a known issue that will be fixed in a future release.
10. What if I don’t need extra dimensions?
  • Existing applications that do not need more than two custom dimensions are not affected and no changes or actions are required.  This article is specific to customers who require more than two custom dimensions only. 
 

References:

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October 29, 2018   Uncategorized

Oracle Tax Reporting Cloud (TRCS) – November 2018 Updates

The following announcements and considerations are outlined in the upcoming Oracle Tax Reporting Cloud (TRCS) update:

Oracle Tax Reporting Cloud (TRCS) November 2018

Monthly Update Schedule:

Oracle will apply the latest updates to your test environments starting at 22:00 UTC (15:00 PDT) on Friday, November 2, 2018 and to your production environment on Friday, November 16, 2018, starting at 23:00 UTC (15:00 PST). The updates will be applied to your environments during the first subsequent daily maintenance.

Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server. Refer to Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

Announcements:

  • New EPM Automate Utility Version
  • New Version of Oracle Smart View for Office
  • REST APIs for Managing Users
  • Improved Search for Forms, Dashboards, and Infolets
  • Improved Performance While Uploading and Downloading Files
  • Working with CbCR Automation
  • Applying Prior Year Rate on RTA Amounts
  • Excluding Loss Entities from Interim Provision
  • Displaying the POV Member Selector for a Report
  • Reopening Locked Schedules
  • Ability to Enter Hex Values to Customize Font Colors in Financial Reporting Reports

Upcoming Changes:

  • Removal of Tax Automation Migration Task
  • Ability to Create New Composite Forms

Defects Fixed:

  • Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1).

Considerations:

  • Classic Dimension Editor
  • Proposed Changes to Application-Level Access Control

 

Refer to the following links and documents for further information:

  • Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips.
  • My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1

 

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October 29, 2018   Uncategorized

Oracle Profitability and Cost Management Cloud (PCMCS) – November 2018 Updates

The following announcements and considerations are outlined in the upcoming Oracle Profitability and Cost Management Cloud  (PCMCS) update:

Oracle Profitability and Cost Management Cloud  (PCMCS) November 2018

Monthly Update Schedule:

Oracle will apply the latest updates to your test environments starting at 22:00 UTC (15:00 PDT) on Friday, November 2, 2018 and to your production environment on Friday, November 16, 2018, starting at 23:00 UTC (15:00 PST). The updates will be applied to your environments during the first subsequent daily maintenance.

Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server. Refer to Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

Announcements:

  • New EPM Automate Utility Version
  • Improved Performance While Uploading and Downloading Files
  • New Version of Oracle Smart View for Office
  • REST APIs for Managing Users
  • Ability to Enter Hex Values to Customize Font Colors in Financial Reporting Reports

Upcoming Changes:

  • Proposed Changes to Application-Level Access Control

Defects Fixed:

  • Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1)
 

Refer to the following links and documents for further information:

  • Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips.
  • My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1
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October 29, 2018   Uncategorized

Oracle Planning and Budgeting Cloud (PBCS) – November 2018 Updates

The following announcements and considerations are outlined in the upcoming Oracle Planning and Budgeting Cloud (PBCS) update:

Oracle Planning and Budgeting Cloud (PBCS) and Enterprise Planning and Budgeting Cloud (EPBCS) November 2018

Monthly Update Schedule:

Oracle will apply the latest updates to your test environments starting at 22:00 UTC (15:00 PDT) on Friday, November 2, 2018 and to your production environment on Friday, November 16, 2018, starting at 23:00 UTC (15:00 PST). The updates will be applied to your environments during the first subsequent daily maintenance.

Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server. Refer to Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

Planning and Budgeting Cloud and Enterprise Planning and Budgeting Cloud:

  • New EPM Automate Utility Version
  • Improved Performance While Uploading and Downloading Files
  • New Data ID Column in Planning Metadata Extraction
  • New Version of Oracle Smart View for Office
  • Pushing Data Between Strategic Modeling and Planning Using Data Maps
  • Improved Search for Forms, Dashboards, and Infolets
  • User Preferences Changes
  • REST APIs for Managing Users
  • New Expression Types in Data Integration
  • New Aggregate Storage Functions in Calculation Manager
  • New Design-Time Prompt Functions in Calculation Manager
  • New Custom Function in Calculation Manager
  • Ability to Enter Hex Values to Customize Font Colors in Financial Reporting Reports

Upcoming Changes:

  • Ability to Create New Composite Forms
  • Classic Dimension Editor
  • Proposed Changes to Application-Level Access Control

Defects Fixed:

  • Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1)
 

Refer to the following links and documents for further information:

  • Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips.
  • My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1
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October 29, 2018   Uncategorized

Oracle Financial Consolidation and Close Cloud (FCCS) – November 2018 Updates

The following announcements and considerations are outlined in the upcoming Oracle Financial Consolidation and Close Cloud (FCCS) update:

Oracle Financial Consolidation and Close Cloud (FCCS) November 2018

Monthly Update Schedule:

Oracle will apply the latest updates to your test environments starting at 22:00 UTC (15:00 PDT) on Friday, November 2, 2018 and to your production environment on Friday, November 16, 2018, starting at 23:00 UTC (15:00 PST). The updates will be applied to your environments during the first subsequent daily maintenance.

Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle recommends that you download the maintenance snapshot every day to a local server. Refer to Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

NOTE: You can import backup snapshots into environments with the same, the preceding or the next update versions. For example, you can import backup snapshots from release 17.08 into releases 17.07 and 17.09. For more information about migration, see Administering Migration for Oracle Enterprise Performance Management Cloud.

Announcements and New Features:

  • Option to Select Custom Top Member for System Calculations
  • Running Intercompany Reports
  • Displaying Member Names and Aliases in Journal Reports
  • New EPM Automate Utility Version
  • New Version of Oracle Smart View for Office
  • REST APIs for Managing Users
  • Improved Search for Forms, Dashboards, and Infolets
  • Improved Performance While Uploading and Downloading Files
  • Displaying the POV Member Selector for a Report
  • Reopening Locked Schedules
  • Ability to Enter Hex Values to Customize Font Colors in Financial Reporting Reports
     

Upcoming Changes:

  • Proposed Changes to Application-Level Access Control
  • Classic Dimension Editor
  • Ability to Create New Composite Forms
Defects Fixed:
  • Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1)

Considerations:

  • Simplified Dimension Editor Errors
  • Consolidation Operator for Children of Dimension Name Members
  • Calculation Status
  • Metadata Aliases
  • Reconsolidating Data After Upgrading
  • Ownership Management Enablement
  • Copying Data
  • Editing Dates in a Data Collection Period
  • Self Service Upgrade
  • Entity Member Names/Aliases with ICP Property
  • Working with Metadata
  • Smart View Summary Dialog Display
  • Translation Override Rule Redirection

 

Refer to the following links and documents for further information:

  • Oracle Cloud Release Readiness - Get up to speed on the latest cloud release and ensure your upgrade is a success with Oracle's Release Readiness assets. To access this broad range of assets, locate your service on the left, then choose a release from the service's drop-down menu. Learn and how to plan your upgrade by reviewing expanded discussions of new features,including capability overviews, business benefits, setup considerations and usage tips.
  • My Oracle Support (MOS) Knowledge Article: Enterprise Performance Management Cloud Release Highlights Doc ID 2055579.1

 

 

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