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Synopsis of EPM Cloud Updates - March 2020

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ENTERPRISE PERFORMANCE MANAGEMENT CLOUD - MAR '20 UPDATE


EPM CLOUD COMMON:


NEW VERSION OF EPM AUTOMATE:

A new version of EPM Automate includes additional "Tax Reporting and Financial Consolidation and Close (runSupplementalDataReport and runTaskManagerReport) services" commands, as well as adjustments to some established commands (recreate and reset service).

VALIDATE DATA WHEN LOADING DATA AS SERVICE ADMINISTRATOR:

In this update, while Service Admin load data, have the option to allow data validation. All data validations that are implemented in data entry form will be enforced during data loading. Because of the improved validations the data load output will be slower. Data validations for users who were not Service Managers were only implemented in prior updates.

SUPPORT FOR ADDING DYNAMIC MEMBERS IN SMART VIEW:

Smart View now expands the faculty to integrate dynamic members. Users can now integrate dynamic members to Smart View by running business rules that administrators build on dimensions sanctioned for dynamic members (sometimes called "on - the-fly members").

ENHANCED DATA VALIDATION DURING DATA LOAD IN DATA MANAGEMENT:

If data cells are abnegated when you load data utilizing Data Management, a data validation report sets out the reasons for repudiation. You can download the Validation Error report from the Process Details page, by clicking the Output button. Alternatively, a replica of the error file will be preserved in the Outbox.

WRITING BACK JOURNALS TO THE ORACLE FINANCIALS CLOUD:

You can utilize Oracle ERP Cloud-General Ledger to Write back Actuals data. In General Ledger, journal ingressions are made when you write back the actuals data. Journal reports can be checked in General Ledger and posted there. You could only write back Budget Balance forms prior to this update.

RECREATE REST API ENHANCEMENTS FOR ESSBASE VERSION:

The Reconstitute REST API was updated to accept an optional parameter EssbaseChange. This avails you by upgrading or downgrading the current version of Essbase to the incipient FCCS , EPBCS, PBCS Plus 1 environments.

RESTART REST API ENHANCEMENTS FOR AUTO TUNE:

An optional AutoTune parameter has been improved to embrace Restart service REST API. This avails you by auto-tuning the environment to ascertain that Essbase caches are tailored for your program afore you restart it.


ACCOUNT RECONCILIATION:

IMPROVED FILTERING FUNCTIONALITY WITH GROUPING BY PREFERRED FIELDS ON UNMATCHED TRANSACTIONS:

You can now group unrelated transactions by your predilection fields into Transaction Matching. In the Match Process an incipient Bucket Attribute Mapping table sanctions administrators to build up to three bucketing attributes for each Match Process. These bucketing attributes are shown in the Peerless Transactions View as an incipient bucketing bar from which you can filter preferred values, and click through each bucket to simplify unparalleled transaction navigation.  For example, you might want to bucket by location or number of invoices so unrelated transactions with the same value are shown together in both sources.

ENHANCED DATA MANAGEMENT PROCESSING OF BAI AND MT940 BANK FILES TO ALLOW PULLING OF END BALANCES:

Processing of BAI and MT940 Bank files for data management has been amended to sanction the closing verbalization balances to be pulled.  The balance sheets may then be traced for period-end reconciliations to the sub-system.

AUDITING DETAILS RETAINED FOR FILTER OR COLUMN CHANGES IN SAVED LISTS:

Audit amended by logging when a saved List has modified the filter or columns linked. Audit ameliorated by logging when a saved List has modified the filter or columns linked.

SERVICE AND TENANT INFORMATION ADDED TO EMAIL NOTIFICATIONS:

Email alerts additionally contain information about accommodation and the client in the footer to avail identify where an email emanates from.


FINANCIAL CONSOLIDATION AND CLOSE

@XREF FUNCTION SUPPORTED IN CONFIGURABLE CALCULATION RULES:

The @XREF function is fortified in Configurable Calculation rules.

PERFORMANCE SUBSTITUTION VARIABLES:

The below  Subs Variables can be enabled to enhance performance:

·         EnableSimpleAggregation

·         OptimizeDBRefresh

·         OptimizeYTDCalculation

NOTE: The degree of performance amendment varies widely among different applications, as it is driven pristinely by application design and distribution of data.

TASK MANAGER EMAIL NOTIFICATIONS INCLUDE THE SERVICE NAME:

Task Manager email notifications has service name in the footer of the electronic mail. "Note:  This is an automated email message created on efim.arcs from the EPM Task Manager.

SEARCH CAPABILITY FOR TEMPLATES:

Within Task Manager, can dig for templates from a list in the selection dialog when you integrate tasks to the templates.  This is utilizable when you've got an immensely colossal number of templates available.

TASK MANAGER AUDIT INCLUDES CHANGES IN FILTER CONDITION AND COLUMN SELECTION:

In "Task Manager Audit", audit records are available for transmutations in the filter and column cull of Task Manager published lists.

METADATA VALIDATION ERRORS IN THE ACTIVITY REPORT:

The Activity Report was ameliorated with a table detailing errors and alerts from the most recent metadata validation FCCS over the last 24 hours.


NARRATIVE REPORTING

ABILITY TO LOAD US GAAP 2020 AND SEC 2020 EXTENSION:

Supporting Server Taxonomy Cache for US GAAP 2020 and SEC 2020 Extension.


PLANNING

MODEL TO MODEL DATA MAPS IN STRATEGIC MODELING:

You may migrate data from a Strategic Modeling Model (Source) to multiple Strategic Modeling Models (Target) that are managed by different account level properties. This data transfer method between Strategic Modeling Models is called Model Data Management (MDM).

NEW FUNCTIONS IN ASO:

Four incipient ASO functions; @ANCESTOR,  @LAYERGEN, @LAYERLEVEL, and @PARENT, are available in Calculation Manager.

GROOVY BUSINESS RULES TUTORIALS:

Documentation, videos and tutorials on the Groovy business rules are more facile to access.

NEW CALCULATION MANAGER PLANNING EXPRESSIONS:

Two incipient functions in Calculation Manager, getSubVarValue (plan type name, subs var name) and getSubVarValue (substitution variable name), sanction you to utilize supersession variables in Orchestrating Forms Expressions.


 "PROFITABILITY AND COST MANAGEMENT"

APPLICATION DESIGN BEST PRACTICES

The Managing Productivity and Cost Control Cloud guide has been included to a new Application Design Best Practices Appendix.


 "TAX REPORTING"

TASK MANAGER EMAIL NOTIFICATIONS INCLUDE THE SERVICE NAME

Task Manager email notifications  include the service name in the footer of the electronic mail.  "Note:  This is an automated email notification engendered from EPM Task Manager on efim.arcs".

TASK MANAGER AUDIT INCLUDES CHANGES IN FILTER CONDITION AND COLUMN SELECTION: 

In Task Manager Audit, audit records are now available for changes in the filter condition and column selection of Task Manager published lists.

SEARCH CAPABILITY FOR TEMPLATES: 

In Task Manager, when you add tasks to templates, you can now search for templates from a list in the selection dialog.  This is useful when you have a large list of available templates.


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