ENTERPRISE PERFORMANCE
MANAGEMENT CLOUD - APR '20 UPDATE
EPM CLOUD COMMON:
NEW EPM CLOUD
INTERFACE:
There is
an upgraded GUI included in this update, with better navigation and new themes
like the popular Sky Blue.
REST API TO REVIEW
REJECTED METADATA AFTER IMPORT
When using a REST API to import
metadata, you can now define an error file that collects unimportant metadata
records for each dimension. If an error file is defined, each dimension will be
generated with a separate error file. Using
Inbox / Outbox Explorer or applications like EPM Automate or REST APIs, the
error files are then zipped together and the zip file is saved in the outbox
where you can access the file.
Note: This relates to Planning,
Financial Consolidation and Close, and Tax Reporting
REST API FOR PARTIAL CLEAR
REST APIs can now be used to do
partial clearing for an ASO block. You can clear the cube, members, valid MDX
query, with information, comments, and attachments to help. On Essbase you can also do a physical clearing. This allows
for greater versatility and granularity when clearing the cube.
Note: This relates to Planning,
Financial Consolidation and Close, and Tax Reporting.
ACTION MENUS NOW
SUPPORT LAUNCHING A FORM IN MEMBER CONTEXT
You can
launch a form in the member context of the original form via an action menu,
either on the web or in "Smart View". EPM Cloud users were previously only able
to launch forms in the dimension context of the original form. This feature relates
to these EPM Cloud business processes: Planning, Financial Consolidation and
Close, and Tax Reporting.
NEW FLEX FORMS IN "SMART
VIEW"
Flex
forms are a new type of form offering versatile row management in "Smart View".
Flex forms retain the properties and characteristics of the regular form, but
you can now rearrange the row members and sort or transfer rows. In ad hoc mode, you can also
open a flex form and use ad hoc analysis to adjust the grid layout and submit
data.
SUPPORT FOR MICROSOFT EDGE BROWSER
From this
update, it support Microsoft Edge browser version 80 +.
ACCOUNT
RECONCILIATION:
IMPORTTMPREMAPPEDTRANSACTIONS EPM AUTOMATE COMMAND CHANGE
IN BEHAVIOR
The EPM Automate
ImportPreMappedTransactions command, which imports pre-mapped transactions from
a CSV file, displays the import status and a log file. The log file can be accessed
from your tax reporting system using the update command File.
FINANCIAL CONSOLIDATION AND CLOSE
TOP 5 CONSOLIDATION
AND TRANSLATION JOBS BY DURATION IN THE ACTIVITY REPORT
The
Activity Report was expanded with a table showing the top 5 consolidation and
translation jobs by length. It includes information in consolidation
performance diagnostics logs to help solve consolidation problems.
PERFORMANCE SUBSTITUTION VARIABLES
The below
Substitution Variables can be checked to enhance performance:
·
"EnableSimpleAggregation"
·
"OptimizeDBRefresh"
·
"OptimizeYTDCalculation"
·
"OptimizeConcurrency"
NOTE: "The
degree of performance improvement varies widely across different applications,
as it is powered solely by application design and data distribution."
TASK MANAGER ALERTS
Alerts
feature has been improved to add inst, questions, attributes, and expanded
workflow. Alerts Types can be characterized as a stored procedure capturing
critical information and assigning key personnel for resolution of issues. In
Task Manager, notifications can now be linked with more artifacts such as
schedules and reporting times. Many events may be associated with a single
Alerts. The updated Warnings List allows for unified management of all
warnings.
CONFIGURABLE CALCULATION RULES
If the Ownership Management function
is allowed for an application, the following Configurable Calculation Insertion
Regulations require you to write to a Proportion member.
·
"FCCS_50_After_Opening Balance
Carry Forward_Consolidated (for
multi-currency applications)"
·
"FCCS_60_Final Calculations_Consolidated (for multi-currency
applications)"
·
"FCCS_130_After_Opening Balance Carry Forward_Consolidated (for single
currency applications)"
·
"FCCS_140_Final Calculations_Consolidated (for single currency
applications)"
APPLYING THE SOLVE ORDER METADATA PROPERTY
A new
Configuration function helps you to quickly apply the Solve Order property for
all Dynamic Calc members of a dimension in Extended Dimension applications. The
metadata property of the Solve Order determines the order of the member
evaluation and the order in which calculations are to be solved.
CONFIGURABLE CONSOLIDATION
RULE-SETS
The below
features apply to Configurable Consolidation Rule-Sets:
·
You will also use the effects of the current entity's Opening Balance
Carry Forward, Proportionalization, Standard Eliminations and OpeningBalance
Ownership Change framework rules when you create a set of rules for
configurable consolidations, for source data.
· When constructing a set of rules for Configurable Consolidations, you can now pick a Data-set View aspect member. The default member view selection is "FCCS Periodic," but it can be changed to "FCCS QTD," "FCCS HYTD" and "FCCS YTD" if enabled.
NEW CONFIGURABLE CALCULATION RULE IN TRANSLATION SEQUENCE
For the consolidation phase a new Configurable Calculation rule called "Foreign Exchange (FX) Calculations" is now available. The rule executes after translations, but before calculations on the Foreign Exchange / Cumulative Translation Adjustment (CTA). This allows you to build rules that alter previous system estimates, but are still subject to the Foreign Exchange and CTA system's "balancing" effects.
SEEDED NET INCOME OWNERSHIP RULES
In the seeded Ownership rule-sets "Net Income (Subsidiary)" and "Net Income (Equity)," the movement element was added to the rule-set framework, with the member "ILvl0Descendants(FCCS ClosingBalance)" and excluding: "FCCS OpeningBalance."
TASK
MANAGER GLOBAL INTEGRATION UPDATE
The tab System Attributes has been dropped and
Global Connection Tokens is now part of the Settings system.
TASK
MANAGER REASSIGNMENT NOTIFICATIONS
When tasks are reassigned, e-mail updates are now
sent to reassigned users immediately.
ABILITY TO
USE AMOUNT OR RATE OVERRIDES IN ON-DEMAND RULES
You can now define "FCCS Amount Override," "FCCS Rate Override" or "Entity Input" in On-Demand rules as legitimate Consolidation members for run-time prompts.
NEW CALCULATE MOVEMENTS SYSTEM RULE FROM CLOSING BALANCE INPUT
Now Financial Consolidation and Close provides data
entry for "Closing Balance Data." Any measurement of movement amounts
based on the Closing Balance Input entry, however, required user-created
Insertion Point or Regulations on request. A new machine rule has been
introduced with that release: "Calculate Movements." This rule will
measure movements from Closing Balance Input based on new attributes of the
Account metadata and the Movement dimension. When metadata attributes are
modified and the system rule is allowed on the Consolidation's Local Currency
tab: System screen, any "Closing Balance Input" entry will produce a
determined amount of movement that will be posted to the specified movement. You
can select a global default movement for all level 0 accounts, and you can also
select specific movements for each individual level 0 account.
NOTE: At present, members of the seeded movement cannot
be used as appointed part of the movement. A subsequent release addresses this
shortcoming.
TASK SCREEN ENHANCEMENTS
The Task
screen was improved to include a new Overview ribbon within the task header.
This summary bar tells the user easily how much time remains on the mission,
its priority and the number of new comments, the questions and attributes
needed, and the notifications opened.
"NARRATIVE REPORTING"
UPDATED NARRATIVE REPORTING
EXTENSION FOR "SMART VIEW"
The
enhanced Oracle "Smart View" Narrative Reporting Extension is now available for
Office. This update contains changes to the general functionality and bug
fixes. Download and install the new "Smart View" Narrative Reporting extension
to get some improvements.
UPDATED NARRATIVE REPORTING
EXTENSION FOR DISCLOSURE MANAGEMENT
An
enhanced Narrative Reporting Extension is now available for the Oracle
Disclosure Management. This update contains bug fixes and general enhancements.
To get those changes, download and install the new Disclosure Management
Narrative Reporting extension.
"PLANNING"
CAPITAL SUPPORTS IFRS 16 FOR
LEASE ASSETS
Capital
also supports International Financial Reporting Standards 16 (IFRS16) for lease
properties, which adjust the manner in which lease properties are managed on
the P&L and on the balance sheet, for the lessee's perspective.
NEW STATUS
INDICATOR ON FORMS
A new type status indicator now shows icons to show the
server operation "busy" and "idle"
REVIEWING
REJECTED METADATA AFTER IMPORT
While determining the import job
of the Planning metadata, you now have the option to define an error file that
collects the records of metadata not imported for each dimension.
UI OPTION FOR CREATING FREE FORM
APPLICATION
Free Form
Planning applications can now be built using a UI-based wizard.
IMPORT DATA FROM A FLAT FILE INTO
A STRATEGIC MODELING MODEL
You can
now import data into a Strategic Modeling model from a flat file. Only files in
.csv format are supported.
CALCULATION MANAGER OPTION TO
DISABLE FLASH
"TAX REPORTING"
CHANGES TO MOVEMENT DIMENSION
When tax reporting facilitates
ownership management, a number of reserved system members are generated upon
upgrade and should not be used for data input.
TASK MANAGER REASSIGNMENT NOTIFICATIONS
In Task Manager, email updates
are now sent directly to the reassigned users when tasks are reassigned.
TASK MANAGER GLOBAL INTEGRATION UPDATE
The Program Attributes tab has
been removed in Task Manager, and Global Connection Tokens now forms part of
device settings.
TASK MANAGER ALERTS
The Notifications function has
been expanded in Task Manager to include orders, queries, attributes and
extended workflow. Alerts Types can be characterized as a stored process
collecting critical information and assigning key personnel to solve issues.
Alerts can now be correlated with more Task Manager artifacts, such as
schedules and reporting times. Many events may be associated with a single
Alerts. The new Warnings List allows unified control of all alerts.
OWNERSHIP MANAGEMENT
Ownership management consists of
controlling global consolidation settings and applying those consolidation
settings on a scenario-by-scenario, year-by-year, and period-by-period basis to
each entity's hierarchies. Ownership settings refer to each combination of
parent and child for each Case, Year and Time.
UPDATES TO TAR AUTOMATION
The TAR Automation form has been
modified for Administrators and Power Users to allow you to set multiple
Accounts and single selections for Scenario, Year and Time using the Member
Selector. You may also choose to reveal the member name or alias.
TASK SCREEN ENHANCEMENTS
The Task screen was improved to
include a new Overview ribbon within the task header. This summary bar instructs
the user quickly about how much time remains on the mission, its priority and
the number of new comments, the questions and attributes needed and the
notifications opened.