Tag Archives: EPM Cloud

July 27, 2018   Uncategorized

Oracle Account Reconciliation Cloud (ARCS) – August 2018 Updates

The following announcements and considerations are outlined in the upcoming Oracle Account Reconciliation Cloud (ARCS) update:

Oracle Account Reconciliation Cloud (ARCS)
August 2018

Monthly Update Schedule:

Oracle will apply the latest updates to your test environments starting at 22:00 UTC (15:00 PDT) on Friday, August 3, 2018 and to your production environment on Friday, August 17, 2018, also starting at 22:00 UTC. The updates will be applied to your environments during the first subsequent daily maintenance.

NOTE: Account Reconciliation Cloud does not support migration of snapshots from the latest service version to an earlier service version (for example, when moving snapshots between test and production pods during the window when test is upgraded before production.) Migration between the same versions will still be supported.  Some objects, such as Profiles, may still be moved from the latest to an earlier version outside of migration snapshots by exporting them from the latest service version and importing them into the earlier version.

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

  • Auto Match Tolerance Levels Can Be Expressed as a Percent and Variance Limit
  • Changes to Filtering on Unmatched Transactions in Transaction Matching
  • New Reconciliation List Column Available for Days Overdue

Defects Fixed

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

Considerations

  • Academy - In the Academy, some pages and icons may appear different in the video and the Cloud service.

  • Using Refresh - It is a best practice to use Refresh within the Account Reconciliation Cloud user interface rather than performing a browser refresh.

 

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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July 24, 2018   Uncategorized

How to Make Workforce Work For You in Enterprise Planning and Budgeting Cloud Service (EPBCS)

How to make Workforce work for you?

Thank you to Mark Rinaldi, Director, Product Management, for his presentation on this topic.

Does the Out-of-Box (OOB) Feature Not Do What You Need? If so, try to modify the OOO feature than build it from scratch!
  • Do Not Fear the Calculation Manager Template
    • A lot of the Content is “Noise” that can be Ignored
    • Once Past the “Noise,” it is Normal Calculation Manager
  • Do Not Fear the Member Formula
    • A lot of Logic is in Account Member Formulae
    • Most Member Formulae in WFP are NOT set to Dynamically Calculate
    • Many Sections are Duplicated Due to Available Options
    • Additional Earnings, Benefits, and Taxes
What's New in Workforce?
  • 18.01 – Select Upper Level Entities for Process Loaded Data and Synch Rules
    • Excludes OEP_Total Entity
  • 18.03 Strategic Workforce Planning Cloud Service
    • New Product for HR Domain
  • 18.04 – Simplified Merit Increase
    • No Need to Load Performance Ratings for Each Employee
    • Applies Generically for All Employees
    • Rates Can Vary by Entity
  • 18.05 – HCM to Workforce Metadata

What’s Coming (Soon) in Workforce?
  • Benefits & Taxes Wizard (B&T) Support for Entity Dimension
  • B&T Rates by Month
    • One-time Update for Existing Applications to Copy from BegBalance to Months
    • Enter at YearTotal if Same Rate per Month (same as today)
    • Expand Columns to Enter Rates per Month
  • B&T Rates Applied to Multiple Entities (Copy Rates Rule)
    • Enter for One and Copy to Others
      • Can Select Parent Members as Target
      • Uses @RELATIVE([Entity],0)
  • B&T New Component Type = Custom
    • Apply Conditional Logic
    • Use Custom Driver (Not limited to % of Salary, % Overall Earnings, % Taxable Earnings)
    • Re-use B&T Properties for Your Own Purposes
  • B&T Monthly Threshold Scope
    • UK NI Tax
  • B&T Member Selection for One-Time Pay Option
  • Add TBH…
    • Use Default Assignments (Same as Today)
    • Select a Salary Grade
    • Enter Your Own Salary!
    • Change Requisition
      • Change Status
      • Change Salary Information
      • Reduce/Extend End Date
  • Performance Enhancements
    • Define FIXPARALLEL Dimension for Existing Templates/Rules
    • Data Management (DM) Delta Load and Calculate Process
    • General Cleanup of Nested FIX Statements, etc.

What's Coming Next...
  • Key Assumptions per Month (e.g. Work Days per Month)
  • Separate Year Range Per Scenario
  • Transfer Employee Across Custom Dimensions
  • Change Properties Across Time Range (e.g. Fill To End of Year/File)
  • Reduced Data Load Requirements
  • Configurability of Default Assignment Drivers
  • B&T Support for Custom Dimensions
  • Custom Dimensions in Default Reporting Cube (OEP_REP)
  • Configurability of Employee Properties Valid in OEP_REP
  • Increase/Decrease # of Earnings, Benefits, and Taxes Accounts
  • Mass Actions

 

References:

  • Presentation - click to view presentation by Mark Rinaldi, Director, Product Management
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July 12, 2018   Uncategorized

Files Are Not Available on E-Delivery When Upgrading Oracle Enterprise Performance Management …

The following new My Oracle Support Knowledge Article is available:

Upgrading Oracle Enterprise Performance Management (EPM) from 11.1.2.3.x to v11.1.2.4.00, Files Not Available on E-Delivery

(Doc ID 2421923.1)

To assist in locating an article of interest for future reference, consider adding a bookmark.

        To Bookmark - click on the star to the left of the title.

Once bookmarked the star will become yellow, and the article can be quickly accessed from the "Favorites" drop down menu.

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June 29, 2018   Uncategorized

Oracle Tax Reporting Cloud (TRCS) – July 2018 Updates

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

Oracle Tax Reporting Cloud (TRCS)
July 2018

Monthly Update Schedule:

Oracle will apply the latest updates to your test environments starting at 22:00 UTC (15:00 PDT) on Friday, July 6, 2018 and to your production environment on Friday, July 20, 2018, also starting at 22:00 UTC. 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 and New Features:

  • Option to Show Hidden Files in the Financial Reporting Web Studio Repository
  • Migration Export Scenarios: Clone and Incremental Export
  • Changes to Labels and Threshold Values in Activity Report
  • New EPM Automate Utility Version
  • Simpler Member Selector
  • Infolets Moved to the TRCS Library
  • Modifications to CbCR Reports
  • Updated Vision Sample Application

Defects Fixed:

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

Upcoming Changes:

  • Classic Dimension Editor
  • Financial Reporting Studio Desktop Client
  • Composite Form Creation Capability

Considerations:

  • Only for Smart View for Office with Microsoft Office 365 ProPlus
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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June 29, 2018   Uncategorized

Oracle Profitability and Cost Management Cloud (PCMCS) – July 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)
July 2018

Monthly Update Schedule:

Oracle will apply the latest updates to your test environments starting at 22:00 UTC (15:00 PDT) on Friday, July 6, 2018 and to your production environment on Friday, July 20, 2018, also starting at 22:00 UTC. 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 and New Features:

  • Changes to Labels and Threshold Values in Activity Report
  • New EPM Automate Utility Version
  • Optimize for Reporting When Running Calculations
  • Calculation Rules Now Allow Up to Two Dimensions Defined As Same-As-Source with Different Matching Dimensions
  • Option to Show Hidden Files in the Financial Reporting Web Studio Repository

Defects Fixed:

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

Upcoming Changes:

  • Financial Reporting Studio Desktop Client

Considerations:

  • Remember to Upgrade EPM Automate Each Month
  • Oracle Profitability and Cost Management Cloud Supports Smart View Private Connections
  • Microsoft Excel Known Issue that Affects Smart View for Office
  • Avoid Special Characters in Artifact Names, Including Calculation Rules

 

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
Read More
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