temporary assignment oracle fusion

HCM Data Loading Business Objects

Guidelines for Loading Temporary Assignments

This topic describes restrictions that apply to the loading of temporary assignments using HCM Data Loader.

When you create a temporary assignment in the UI, two data rows are created:

One row is created for the temporary assignment.

One row is added to the base assignment, which is suspended.

Both rows have the same action occurrence ID, which is defined by the application.

When you end the temporary assignment, two further data rows are created:

One row is created to end the temporary assignment.

One row is added to the base assignment, which becomes active on the day following the end date of the temporary assignment.

Both rows have the same action occurrence ID.

However, when the temporary assignment is loaded using HDL, the two rows don't share the same action occurence ID. If you end a temporary assignment from the employment pages on an assignment row which was created using HDL, the source assignment won't be automatically activated as the two assignments don't share the same action occurence ID.

The following example shows how to load a temporary assignment. Both the Employment Terms and Assignment components are identified by user keys.

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Manage workforce life-cycle in oracle fusion hcm - part 2.

This follwoing video illustrates how to transfer a worker, Promote a Worker and Terminate a Worker in Oracle Fusion HCM

A transfer in an organization is the movement of a person within the same legal employer (for example - a change of location from Edmonton to Calgary in Canada). As a line manager, you can initiate the transfer of people who report to you, using the simple transfer process. When you transfer a person, the work relationship remains unchanged. You make any necessary changes in the current assignment. You can use the following predefined actions to process transfers and temporary assignments:

Global Transfer
Temporary Assignment
End Temporary Assignment
Global Temporary Assignment
End Global Temporary Assignment

Transfer - It the movement of a person with the same legal employer. Temporary Assignment - It is a transfer for a limited term (for example temporary secondment to another department in the absence of a department head). You end a temporary assignment by initiating the End Temporary Assignment action and specifying a return date. The temporary assignment is terminated and the original assignments are reinstated automatically on the return date.

Global Transfer and Global Temporary Assignment - Use the Global Transfer or the Global Temporary Assignment action to initiate a transfer or create a temporary assignment in another legal employer, respectively. Use the End Global Temporary Assignment action to terminate a temporary assignment in another legal employer and reinstate the original assignments in the source legal employer automatically on a date that you specify.

How transfers are processed When you transfer a person within the same legal employer the work relationship remains unchanged. You make any necessary changes in the current assignment. If the worker being transferred has other active assignments in the current work relationship, they are terminated and their status is changed to Inactive- Payroll Eligible by default. If you use employment terms, you can either transfer within the same employment terms or create new employment terms. The existing set of employment terms and assignments in the current work relationship are terminated if you create new ones, and their status is set to Inactive- Payroll Eligible by default. You can override the default by deselecting the assignments that you do not want to terminate; these assignments retain their original statuses. You can deselect all assignments except the primary assignment and the current assignment. How Temporary Assignments are Processed When you create a temporary assignment for a person in the same legal employer the work relationship remains unchanged. If you use employment terms, you can either create a temporary assignment with the same employment terms or create new employment terms. The existing set of employment terms are suspended if you create new ones. The existing assignments in the current work relationship are suspended and their status is changed to Suspended- Payroll Eligible by default. You can override the default by deselecting the assignments that you do not want to suspend; these assignments retain their original statuses. The suspended objects become active again when you end the temporary assignment. How Global Transfers and Temporary Assignments are Processed A global transfer is the transfer of a person to another legal employer (transfer of an employee from a UK subsidiary to a US subsidiary, for example). A global temporary assignment is the temporary transfer of a person to another legal employer (US employee sent on a temporary secondment to the UK, for example). You end a global temporary assignment by initiating the End Global Temporary Assignment action and specifying a return date. The global temporary assignment is terminated and the assignments in the source legal employer are reinstated automatically on the return date. Terminate a Worker When workers or nonworkers leave the enterprise, you terminate their work relationships. Terminate a work relationship, either worker or nonworker, if you want to end all the assignments in the work relationship. Use the Manage Employment page to end an individual assignment within the work relationship. If the person has a single assignment, however, the only way to end the assignment is to terminate the entire work relationship. If a person has multiple work relationships and you want to terminate all of them, you must terminate one work relationship at a time, leaving the primary relationship until last. When you terminate a work relationship, any employment terms and assignments associated with the work relationship are ended automatically. The status of the work relationship and the associated employment terms and assignments are changed to inactive on the day following the termination date. The period of service, both legal employer and enterprise, ends on the termination date. The person becomes an ex-employee or ex-contingent worker for that legal employer. Rehire the employee or renew the contingent worker placement to create a new period of service. The person's user access and roles are revoked by default after the termination date. You can choose to revoke user access earlier, as soon as the termination is approved. Payroll Termination If you are using Oracle Payroll, a notification is sent to the payroll administrator informing the administrator of the termination. The payroll administrator then completes the relevant tasks required to complete the payroll termination.

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About the Author

Jayashree is a Oracle Fusion HCM certified consultant who has over fifteen years' experience with Oracle. She has worked as a consultant with several of Alberta's energy companies. She lives in Edmonton and her interests include staying active in the warmer months and vacationing in the Caribbean in the winter

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Temporary Assignment

When we use the action of Temporary Assignmen t, it puts the employees 1st assignment on ' Suspended " and the new Assignment is "Active"

However, when we go to create a Time Card for the employee using the Period of the "Temp Assignment" I receive an error

"Your time entry profile settings don't permit you to create a time card for the selected period. Contact your Time and Labor Manager."

Is there a special setting that is required?

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April 2024 Update

Revision history, feature summary, enterprise performance management, epm spotlight features, monthly update schedule, helpful information, oracle cloud readiness app, oracle cloud infrastructure, monthly status history on epm cloud environments now available on my services in oci, daily maintenance, randomization of daily maintenance start time, provide feedback, ability to disable the submit application snapshot feature in provide feedback utility, rest apis to get and set restricted data access, new setrestricteddataaccess and getrestricteddataaccess epm automate commands, epm automate, reliability and performance improvement of epm automate using basic authentication, new "security rest apis" chapter in the rest api guide, accessibility, defined landmark regions in page areas, user interface, improved redwood experience in epm cloud, updated epm books extension for smart view, data integration, reliability and performance improvement of epm integration agent using basic authentication, new ignore option for auto-commit in the epm integration agent, data integration pipeline, allowing non-administrators to execute jobs in the pipeline, data analysis, new essbaseblockanalysisreport epm automate command, rest api to generate an essbase block analysis report, forms and dashboards, ability to export data to microsoft excel in forms 2.0, edit forms from dashboards opens the layout tab of the form, ability to save a dashboard as a new dashboard while editing it, the jobs page and the jobs filter now display only one day of data, retain comments, attachments, and job status after a user is removed, task manager, supplemental data manager, enterprise journals, predefine approvers routing for ad hoc enterprise journals and supplemental data forms, new optimization routines for task manager, supplemental data, and enterprise journal jobs, user preferences, the user variables dimension column honors the alias setting in user preferences, simplified dimension editor, enhanced simplified dimension editor, efficient management and running of account reconciliation jobs, new report for cosmetic changes in transaction matching, new columns while loading transactions from camt.053 format bank statements.

Enterprise Data Management

Consolidation Settings

Ability to debug configurable calculation rules, new runintercompanymatchingreport epm automate command, epm spotlight: predictive cash forecasting - new planning application type, new strategic modeling option to run a data map upon data map import, updated narrative reporting extension for smart view.

Profitability and Cost Management

New Frequently Asked Questions (FAQ) Appendix

Allow change to same as source in mass edit for destination dimension member selections, epm spotlight: enhancing pillar two, calculating journal data, important actions and considerations.

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

We’re here and we’re listening. If you have a suggestion on how to make our cloud services even better then go ahead and tell us. There are several ways to submit your ideas, for example, through the Ideas Lab on Oracle Customer Connect. Wherever you see this icon after the feature name it means we delivered one of your ideas.

GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback at [email protected] .

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.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

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.

Be sure to review the details of significant feature(s) being introduced this month.

In Planning, Predictive Cash Forecasting is a new Planning application type designed to help treasurers and cash managers perform short-term tactical or mid-term operational cash forecasting. See Predictive Cash Forecasting - New Planning Application Type under Planning in this What's New document.
In Tax Reporting, Pillar Two capability is enhanced with transitional Safe Harbor rules. The Safe Harbor rules allow multi-national companies to avoid GloBE calculations in certain jurisdictions, based on qualifying CbCR and financial accounting data. See Enhancing Pillar Two under Tax Reporting in this What's New document.

Business Benefit: Spotlight features are important enhancements that can significantly impact the EPM Cloud user experience.

Key Resources

Predictive Cash Forecasting - New Planning Application Type in this What's New document
Enhancing Pillar Two in this What's New document

Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, April 5, 2024.

Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, April 19, 2024.

NOTE: The monthly update will not be applied to any environment for which this monthly update is requested to be skipped using the EPM Automate skipUpdate command or service request to Oracle. The monthly update will also not be applied to any environment on a one-off patch where the fix for the underlying issue is not in this monthly update.

NOTE: Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle strongly recommends that you download the maintenance snapshot every day to a local server.

The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on Friday, April 5, 2024.

NOTE : Some of the links to new feature documentation included in this readiness document will not work until after the Oracle Help Center update is complete.

Documentation Updates Available One Week After Readiness Documents

Updated documentation is published on the Oracle Help Center on the first Friday of each month, coinciding with the monthly updates to Test environments. Because there is a one week lag between the publishing of the readiness documents (What's New and New Feature Summary) and Oracle Help Center updates, some links included in the readiness documents will not work until the Oracle Help Center update is complete.

https://docs.oracle.com/en/cloud/saas/epm-cloud/index.html

Fixed Issues and Considerations

Software issues addressed each month and considerations are posted to a knowledge article on My Oracle Support. Click here to review. You must have a My Oracle Support login to access the article.

NOTE: Fixed issues for EPM Cloud Platform components (Smart View for Office, EPM Automate, REST API, Migration, Access Control, Data Management/Data Integration, Reports, Financial Reporting, and Calculation Manager) are available in a separate document on the My Oracle Support “Release Highlights” page.

This provides visibility into EPM Cloud release contents.

Give Us Documentation Feedback

We welcome your comments and suggestions to improve the content of the What's New document and the product documentation.

Please send us your feedback at [email protected] . In the body or title of the email, state that you are inquiring or providing feedback, and indicate for which EPM Cloud service and the monthly update cycle.

Create and Run an EPM Center of Excellence

A best practice for EPM is to create a Center of Excellence (CoE) . An EPM CoE is a unified effort to ensure adoption and best practices.

Business Benefit: A CoE drives transformation in business processes related to performance management and the use of technology-enabled solutions.

Illustration of a glittering diamond hovering above a hand.

Learn more:

Visit the EPM Center of Excellence web page to learn about the benefits.
Watch the webinars on Cloud Customer Connect: Creating and Running a Center of Excellence (CoE) for EPM Cloud and Planning Your Success with EPM Center of Excellence .
Watch the videos: Overview: EPM Center of Excellence , Creating a Center of Excellence .
Get best practices, guidance, and strategies for your own EPM CoE: Creating and Running an EPM Center of Excellence

Join Oracle Cloud Customer Connect

Please take a moment to join Cloud Customer Connect and its EPM Cloud forums. Customer Connect is a community gathering place for members to interact and collaborate on common goals and objectives. It's where you will find the latest release information, discussion forums, upcoming events, and answers to use-case questions. Joining takes just a few minutes. Join now!

To join, go to https://community.oracle.com/customerconnect/ and select Register in the upper right.

After you have joined and logged in, to access the forums (Categories), from the Cloud Customer Connect home page, select Categories , then Enterprise Resource Planning , and then make your selection under Enterprise Performance Management .

To ensure that you are always in the know, confirm that you have your notification preferences set for EPM Announcements as well as each Category you're following.

To set notification preferences for EPM Announcements, go to Categories , then Announcements , and then Enterprise Performance Management . Next, select the Notification preferences drop down.
To set notification preferences for each Category, navigate to the Category page and select the Notification preferences drop down. You must go to each category page separately and select the Notification preferences drop down.

NOTE: The Settings and Actions menu contains a link to Cloud Customer Connect. To access this link, from the Home page, click the down arrow next to the user name (in the upper right-hand corner of the screen), and select Cloud Customer Connect.

TIP: Bookmark the Enterprise Performance Management Resource Center to quickly find useful information on all things EPM. As a community member, you have access to important product announcements, best practices, known issues, training highlights, and more.

Follow EPM Cloud on YouTube , Twitter , Facebook , and LinkedIn .

These are great resources for the latest updates and information about EPM Cloud.

Business Benefit: These resources can help you optimize your EPM implementation and user experience by providing valuable information and user assistance.

Use the Readiness App available on the Oracle Cloud Application Update Readiness site to review information about features released for Oracle Cloud. The app provides an .xlsx file listing all features released for one or more Cloud product(s), module(s) and update(s) that you designate. The EPM Cloud Features tool will not be updated beginning in this update.

From the Readiness site, click the red Try Our Readiness App! button in the upper right, or use this URL to access the app:

https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/readiness/app/index.html

NOTE: To ensure a complete feature listing, select EPM Common in addition to the business process(es) you wish to view. To determine whether an EPM Common feature applies to your business process, review the Applies To information in the Short Description column of the .xlsx file.

NOTE: The Readiness App includes features from Oct 2021 and later. The EPM Cloud Features tool includes EPM features from March 2018 through June 2, 2023 only.

Business Benefit: The Readiness App is an interactive tool that allows you to view a comprehensive listing of all features that have been released for one or more product(s), module(s) and update(s) that you designate.

EPM Cloud Platform

NOTE: In the Applies To lists, Planning refers to all Planning application types (Custom, FreeForm, Modules, Cash Forecasting, Sales Planning, Strategic Workforce Planning) unless otherwise stated.

You can now view the monthly status history of EPM Cloud Environments in My Services application on OCI. The Status History page lets you monitor the historical availability of each service, by displaying the percentage of time a service is up and running. Monthly Metrics is published for the previous month. It will be available to Oracle's customers from April 2024 onwards only.

Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Profitability and Cost Management, Tax Reporting

Business Benefit: You can view the monthly status history in My Services to help you determine the uptime percentage of your environment.

Monitoring Environments Using Oracle Cloud Applications in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Starting with this update, the Daily Maintenance Start Time of EPM Cloud environments are updated by assigning a random minute at which the maintenance process starts. Before this update, the daily maintenance started at the top of the hour, for example at 2:00 p.m. UTC (14.00 on a 24 hour clock). This change modifies the start time by adding a value for minute (for example, 2:24 p.m. UTC (14.24 on a 24 hour clock). A Service Administrator can change the daily maintenance start time to a more desirable minute, if needed.

Applies to : Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Profitability and Cost Management, Tax Reporting

Business Benefit: This change ensures that the daily maintenance load on EPM Cloud infrastructure is distributed throughout the hour.

Setting the Maintenance Start Time of the Environment in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

If your organization enforces a policy that restricts data access, which prevents Service Administrators from submitting application snapshot to Oracle, the Submit application snapshot check box in the Provide Feedback utility will be greyed out. A Service Administrator uses these REST APIs or EPM Automate commands to manage data access settings for the environment:

Get Restricted Data Access and Set Restricted Data Access in REST API for Enterprise Performance Management Cloud
getRestrictedDataAccess and setRestrictedDataAccess in Working with EPM Automate for Oracle Enterprise Performance Management Cloud

Applies to : Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Profitability and Cost Management, Tax Reporting

Business Benefit: This change in behavior enforces your organization's data sharing policy related to submitting snapshots while submitting feedback to Oracle.

Submitting Feedback Using the Provide Feedback Utility in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Two new REST APIs allow you to get and set restricted data access.

Get Restricted Data Access: Returns true if the environment is configured so that “Submit Application Snapshot” cannot be selected by a Service Administrator while submitting Provide Feedback; otherwise, returns false .
Set Restricted Data Access: Enables/disables the selection of “Submit Application Snapshot” by the Service Administrator while submitting Provide Feedback.

Business Benefit: If you have sensitive data that you do not want Oracle to have access to, you can restrict data access so that Service Administrators cannot select "Submit Application Snapshot" during Provide Feedback.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > APIs & Schema). If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Tips And Considerations

Benefit from the Implementation Best Practices for EPM Cloud REST APIs in REST API for Oracle Enterprise Performance Management Cloud .

Get Restricted Data Access
Set Restricted Data Access

Access Requirements

Service Administrators

The setRestrictedDataAccess and getRestrictedDataAccess commands are available with this update. The setRestrictedDataAccess command configures EPM Cloud environments to prevent Service Administrators from consenting to submit an application snapshot to Oracle while using the Provide Feedback utility. The getRestrictedDataAccess command displays whether an EPM Cloud environment is configured to prevent Service Administrators from consenting to submit an application snapshot to Oracle.

Business Benefit: The setRestrictedDataAccess command helps you enforce your organization's data sharing policy while submitting feedback to Oracle. The getRestrictedDataAccessSetting command helps you check whether your EPM Cloud environments are configured to abide by your organization's data sharing policies related to the submission of snapshots to Oracle.

Installing EPM Automate
setRestrictedDataAccess
getRestrictedDataAccess

Oracle has implemented significant optimizations in basic Authentication for EPM Automate to improve its reliability and performance.

Business Benefit: This update improves the reliability and performance for customers who use basic authentication to establish EPM Automate sessions.

Installing EPM Automate in Working with EPM Automate for Oracle Enterprise Performance Management Cloud

A new "Security REST APIs" chapter describes the REST APIs to manage security features in Oracle Enterprise Performance Management Cloud. In addition to the REST APIs related to security that were originally in the Migration REST APIs chapter, this chapter also includes the two new REST APIs related to restricted data access added in this update.

Business Benefit: Having all the security REST APIs in one chapter separate from the migration REST APIs makes it easier to quickly identify all the REST APIs related to security.

Security REST APIs in REST API for Oracle Enterprise Performance Management Cloud

EPM Cloud now supports defined landmark regions that aid in jump-to navigation for assistive technology users and reduces the dependency on hidden anchors and keyboard shortcuts. This includes:

Global Menu navigation
Settings and Actions complementary information
Announcements region
Clusters and Cards navigation
Cards navigation
Sub-tab navigation

Applies to: Account Reconciliation, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Profitability and Cost Management, Tax Reporting

Business Benefit: This feature aids in jump-to navigation within the business process for assistive technology users and reduces dependency on hidden anchors and keyboard shortcuts for moving about to these distinct page areas.

Accessibility Features in Oracle Enterprise Performance Management Cloud Accessibility Guide

All newly created or re-created EPM Cloud services, business processes, and applications now use Redwood Experience as the default theme.

The Redwood Experience offers a default Oracle theme and these two additional appearance options: Custom Light and Custom Dark. The appearance of all EPM Cloud environments that currently use the Redwood Experience will automatically be shifted to either the default Oracle theme or the Custom Dark theme based on currently deployed background appearance of these environments.

Redwood Experience not only provides an attractive look and feel, but it also includes the following new features:

Adhoc on Web
Calc on the Fly
Dashboard 2.0
Dynamic tabs
Horizontal tabs at the bottom of the page
IPM Insights

Oracle recommends that you switch to the Redwood Experience at the earliest.

In a later update planned for the second quarter of 2024, Oracle will automatically convert non-Redwood theme environments to the Redwood Experience.

Customers are encouraged to watch the Cloud Customer Connect session in April 2024: EPM – Redwood Experience Update . This session covers why users should be adopting the Redwood theme, customization available within the theme (such as company logo), and the future plans around non-Redwood themes for Cloud EPM.

Business Benefit: The Redwood Experience applies the Redwood theme to the current environment providing simplified and compact navigation across EPM Cloud. When you switch to Redwood Experience, you get the advantage of additional EPM Cloud capabilities that are enabled with it.

Configuring EPM Cloud Appearance in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

An updated EPM Books extension for Oracle Smart View for Office is now available to download and install. This update includes general improvements and defect fixes.

Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Tax Reporting

Business Benefit: Downloading and installing the latest EPM Books extension for Smart View gives you access to the latest features, improvements, and defect fixes.

To take advantage of the features, improvements, and defect fixes in the EPM Books extension:

From within Smart View, in the Options dialog, Extensions tab, click the Check for Updates, New Installs, and Uninstalls link.
Select your business process instance, then follow the prompts.
Installing the EPM Books Extension

Oracle has implemented significant optimizations in basic authentication for the EPM Integration Agent to improve its reliability and performance.

Applies to Account Reconciliation, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Profitability and Cost Management, Tax Reporting

Business Benefit : This update improves the reliability and performance for customers who use the basic authentication method to establish a proxy authentication for EPM Integration Agent sessions.

Configuring the EPM Integration Agent Startup Parameters in Administering Data Integration for Oracle Enterprise Performance Management Cloud

When using a JDBC driver that does not support auto-commit behavior in the EPM Integration Agent, you can now set the ENABLE_AUTO_COMMIT flag to "I" to ignore the auto-commit setting in the agentparams.ini file.

Applies to : Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Profitability and Cost Management, Tax Reporting

Business Benefit : This new ignore option for the auto-commit setting addresses an error that may have occurred during agent processing in some versions of the JDBC Driver (for example, Databricks), which does not support auto-commit.

Configuring the EPM Integration Agent Startup Parameters in Administering Data Integration for Oracle Enterprise Performance Management Cloud

Non-administrators can now execute an individual Pipeline job type using proxy administrator user credentials. Optionally, non-administrator users can also view Pipelines in read-only mode (cannot edit or create a pipeline) depending on the user group access granted to them in Location Security.

To create a proxy server user credential, an administrator with a service administrator role (can grant user roles), specifies a proxy admin username on the Create Pipeline page. If the proxy user name is different than the service administrator's username, then the system prompts the user to enter a password.

If the user executing a job is a non-administrator and no proxy admin user credentials are specified, the system executes all jobs as non-administrator users. In this case, the Pipeline can only include jobs that do not require a service administrator to execute them, for example an integration job. If jobs require an service administrative to execute them and a non-administrator without a proxy administrator user credentials attempts to execute them, then the Pipeline process fails.

Applies to : Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning

The new proxy administrator user credential options are shown below:

Image Shows The Create Pipeline Page

Location Security is an additional framework in which service administrators can secure access to the Pipeline. When Location Security is enabled, Data Integration evaluates the user groups by location to which a user has been assigned and determines the following view access:

When location security is enabled, non-administrators can view Pipeline jobs in ready-only mode and run individual jobs in the Pipeline based only on the users groups by location to which they have been assigned in Location Security. (The service administrator can create, edit, and run any job type in the Pipeline.)
When location security is not enabled, non-administrators can view all Pipeline jobs in read-only mode and run any individual job in the Pipeline. (The service administrator can create, edit, and run any job type in the Pipeline.)

Business Benefit : You can now enable non-administrator to execute and monitor the Pipeline for which they have process ownership. The access to Pipeline can be restricted using Location Security consistent with better control access to appropriate non-administrative users.

In Data Integration , from the Actions menu, select System Setting , then in the Enable Pipeline Execution for Non-Admin option, select Yes .

Pipeline Process Description in Administering Data Integration for Oracle Enterprise Performance Management Cloud
Allowing Non-Administrators to Execute Jobs in the Pipeline in Administering Data Integration for Oracle Enterprise Performance Management Cloud
System Settings in Administering Data Integration for Oracle Enterprise Performance Management Cloud
Defining Location Security in Administering Data Management for Oracle Enterprise Performance Management Cloud
Overview of Access Control in Administering Access Control for Oracle Enterprise Performance Management Cloud

The new essbaseBlockAnalysisReport command creates the Essbase Block Analysis report that helps you analyze the Essbase data to support the tuning of Block Storage Option (BSO) cubes (generally, used for calculations) in your application. The report provides information on these three areas:

Percentage of blocks with only Zero : Shows the blocks that contain only zeros as a percentage of all the blocks contained in the export file.
Top 10 Repeated Numerical Cell Values By Percentage of Numerical Cells: Shows the top 10 repeated values as a percentage of all the values in the export file.
Top 100 Dense Member Combinations with Repeated Values: Shows the top 100 dense combinations with repeated values in the cube. The Cell Value column shows a value for each member, in the order it appears in the hierarchy, as a different column. For example, if Period is across the column, there will be a different column for January, February, and so on. Other dense dimension(s) appear in the rows. This should help you identify the locations of the repeated values.

Applies to: Financial Consolidation and Close, FreeForm, Planning, Tax Reporting

Business Benefit: The Essbase Block Analysis report is helpful to resolve performance issues resulting from patterns of data, for example, repeated numbers in Essbase BSO cubes.

essbaseBlockAnalysisReport

You can now use a REST API to generate an Essbase Block Analysis report that helps you analyze Oracle Essbase data to support the tuning of Block Storage Option (BSO) cubes (generally, used for calculations) in your application. The report provides information in these areas:

Percentage of blocks with only Zero: Shows the blocks that contain only zeros as a percentage of all the blocks contained in the export file.
Top 10 Repeated Numerical Cell Values By Percentage of Numerical Cells: Shows the top 10 repeated values as a percentage of all the values in the export file.
Top 100 Dense Member Combinations with Repeated Values: Shows the top 100 dense combinations with repeated values in the cube. The "Cell Value" column shows a value for each member, in the order it appears in the hierarchy, as a different column. For example, if Period is across the column, there will be a different column for January, February, and so on. Other dense dimension(s) appear in the rows. This should help you identify the locations of the repeated values.

Applies to: Financial Consolidation and Close, FreeForm, Planning, Tax Reporting

Business Benefit: The Essbase Block Analysis report is helpful to resolve performance issues resulting from patterns of data; for example, repeated numbers in Essbase BSO cubes.

Essbase Block Analysis Report in REST API for Oracle Enterprise Performance Management Cloud

You can now export data to Microsoft Excel in Forms 2.0. Previously you could only do this from Forms 1.0.

Applies to : Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Tax Reporting

Business Benefit : This feature gives you more flexibility when you are working in Forms 2.0 and want to work with data in Excel.

Working with Data in Forms
Entering Data in Forms
Working with Forms

Previously when you edited a form from dashboards, it opened to the Properties tab by default. If you wanted to work on the form’s layout, you had to then click the Layout tab. Now when you edit a form, the form opens to the Layout tab so you can quickly update the form’s layout.

Business Benefit : This feature improves usability and ease of use when editing forms.

Administrative Tasks Accessed from the Navigator
Editing Forms

When you are editing a dashboard in the dashboard designer, you can now save the dashboard as a new dashboard, including any unsaved changes. While editing, click Actions , then Save As , and then save the dashboard with the new name.

Business Benefit : This feature saves you time when creating new dashboards.

Creating and Managing Dashboards 2.0
Creating Dashboard 2.0 Dashboards

The Jobs page and the Jobs filter now default to display only the last day's data.

Applies to: Financial Consolidation and Close, FreeForm, Planning, Tax Reporting

The Jobs page used to default to display three days of data under Recent Activity . Now the Jobs page defaults to display only the last day's data. Similarly, the filter’s Start Time and End Time dates default to yesterday and today to have only a one day difference.

To view the Jobs page:

Click Application , and then click Jobs .
View the jobs list under Recent Activity to see the last day's activity.
To change the default display, click the Filter icon.

Business Benefit: This feature enables a faster load time for the Jobs page, allowing you to more quickly view the status of your recent activity.

Viewing Pending Jobs and Recent Activity
Viewing the Status of Jobs
Viewing Jobs

Previously, when a user was removed, the user’s comments, attachments, and job status records were also deleted. This meant that the user’s activity was lost. Now, the user activity records are retained for comments, attachments, and job status records, even after the user is removed. For example, these records continue to be displayed in:

Comments and attachments on cells in forms
Comments and attachments that are part of a maintenance snapshot
The job status on the Jobs page
Job status records that are imported and exported using EPM Automate or EPM REST APIs

Business benefit : User activity records are retained even after a user is removed for audit purposes and to keep history of the user actions.

Managing Jobs

The administrator can now predefine approver routing for ad-hoc journals or forms when creating enterprise journal or supplemental data form templates. An individual user, team, or group can be defined as an approver and the approval path can be assigned to preparers. If a single approval path is defined for a preparer on a template, that approval path is selected by default and the approvers can’t be altered by the preparer when creating the ad-hoc journal or form using that template. If two or more approval paths are configured for the preparer, then the preparer can choose the applicable approval path for ad-hoc journal or form they are creating using that template.

Applies to: Account Reconciliation, Financial Consolidation and Close, Tax Reporting

Business Benefit: This feature enables administrators to predefine the appropriate approval workflow when preparers create ad hoc forms or journals, ensuring compliant approvals based on company policy.

Managing Enterprise Journals
Managing Supplemental Data
Working with Enterprise Journals
Working with Supplemental Data

Task Manager, Supplemental Data Manager, and Enterprise Journals jobs now include additional execution sequencing routines to prevent conflicting batch jobs from running at the same time, ensuring application integrity. While the run time of individual job are not affected, their start times may be delayed due to the optimization sequencing.

Task Manager, Supplemental Data Manager, and Enterprise Journal jobs have been further enhanced:

View job details such as parameters, properties, and results on the Job Details dialog box.
View job summary statistics on the side panel.
Change in the job status from Delayed to Pending. Also, the status of all new jobs will be Pending.

Applies to: Financial Consolidation and Close, Planning, Tax Reporting

Business Benefit: This feature helps prevent resource conflicts, ensuring predictable system performance for batch jobs. The additional enhancements for the non-consolidation jobs provides improved user experience.

The Dimension column on the User Variables page within User Preferences now honors the Alias Setting in User Preferences. So if an alias name is defined for a dimension, the Dimension column on the User Variables page shows that dimension’s alias based on the alias table selected in User Preferences. If no alias is defined for the dimension, the dimension name will be displayed.

Business Benefit : You can now see the more user-friendly dimension's alias if it is defined on the alias table selected in User Preferences.

General Preferences in Administering and Working with Enterprise Profitability and Cost Management
User Variables in Administering and Working with Enterprise Profitability and Cost Management
Setting the Display of Member Names or Aliases in Working with Financial Consolidation and Close
Specifying a Default Alias Table and Setting Member and Alias Display Options in Administering Financial Consolidation and Close
Setting the Display of Member Names or Aliases in Working with FreeForm
Specifying a Default Alias Table and Setting Member and Alias Display Options in Administering FreeForm
Setting the Display of Member Names or Aliases in Working with Planning
Specifying a Default Alias Table and Setting Member and Alias Display Options in Administering Planning
Setting the Display of Member Names in Aliases in Working with Tax Reporting
Specifying Application Settings in Administering Tax Reporting

The Simplified dimension editor is enhanced with usability improvements in the Dimensions listing, the grid, and in the column selector.

Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Tax Reporting

The Simplified dimension editor enhancements include:

Redesigned grid user interface uses Oracle JET technology
New column selector user interface
Properties are grouped within the column selector interface instead of displayed as a flat list
Column selections that are added to the grid are saved for the next session
Force fit columns option moved to the column selector
Undo command removed (the Refresh command performs the same function)
Drag-and-drop column reordering within the grid
Filtered search within the grid
Right-click context menus within the grid to perform Move , Zoom In , Zoom Out , Keep Selected , Remove Selected , and Delete actions (as applicable, depending on the dimension)
Expansion states of the member hierarchy are saved for the next session
Attribute dimensions are moved to the bottom of the Dimensions drop-down
Position of new members (child or sibling) are added next to the selected member instead of adding them to the end
Cube drop-down on the Dimensions page defaults to All

Business Benefit: This enhancement provides usability improvements when working with application dimensions and members in the simplified grid interface.

Managing Dimensions
Editing Dimensions in the Simplified Dimension Editor
Account Reconciliation

Account Reconciliation identifies user jobs that could conflict with other jobs and provides execution sequencing routines that prevent conflicting jobs from running simultaneously. When users run a job that could conflict with an ongoing job, this job is added to a queue and is run after the ongoing job completes. The Job Details dialog includes information about the parameters used to run the job. In case of a conflict, the dialog includes the name of the job that is conflicting with the current user job.

The user who submits a job receives an email notification if the job is delayed, ends in an error, or is deferred.

The Job Summary panel provides summary statistics for the jobs run. Details for each type of job include the total time taken, the average time taken, and the number of times this type of job was run. You can use filters to specify the time period for which jobs are displayed.

Business Benefit: This feature helps manage jobs efficiently and ensures application and data integrity. Email notifications about the status of user jobs provides enhanced user experience.

About Jobs in Account Reconciliation in Administering Account Reconciliation
Filtering Jobs in the Jobs List in Reconciling Accounts with Account Reconciliation

For Transaction Matching profiles that are integrated with Reconciliation Compliance, the Cosmetic Changes Report displays all cosmetic changes for a reconciliation during a specified Period. Cosmetic changes are operational changes made after a reconciliation is submitted and they do not result in the reconciliation being reopened.

Business Benefit: This feature enhances usability by providing a single report containing all cosmetic changes made to a particular reconciliation. Auditors can also easily view and track changes made to a reconciliation from the time it was submitted until date.

Using the Cosmetic Changes Report in Reconciling Accounts with Account Reconciliation

Additional columns have been added when using Data Integration to load transactions from camt.053 format bank statements.

Business Benefit: This feature provides improved flexibility and usability when using camt.053 format bank files for loading transactions.

Integrating BAI, SWIFT MT940, and CAMT.053 Format Bank File Transactions in Administering Data Integration for Oracle Enterprise Performance Management Cloud

There are no new features in this update except for the applicable features listed in the EPM Cloud Platform section.

Financial Consolidation and Close

A new Consolidation Settings module is available that enables administrators to modify configurations related to the consolidation process. You can enable and disable consolidation settings according to your requirements. The module will gradually replace the substitution variables used for feature behavior variations. Some user-created substitution variables will be available for migration to the Consolidation Settings module starting in this update, and others will be available for migration in future updates.

In this update, these substitution variables are available for migration to the Consolidation Settings module.

Enablesimpleaggregation
Optimizeytdcalculation
Optimizeconcurrency
Parallelcustomdimdso
Enableyearlyconsol
Parallelcustomdimtranslation
YTDFXCalculation
Dataloadconsolmember
Donotreverserfaccountsforcbiload
NewLoadYTDClosingBalanceInput
Disableseededsecurity
Enableexcelnumberformat

For New Applications

For new applications, the configurations from the Consolidation Settings module will be used by default. The existing substitution variables for those settings will have no effect on the consolidation process, even if the variable values are set to True.

For Existing Applications

For existing applications, a migration configuration task is provided for migrating substitution variables to the Consolidation Settings. You must run the migration task before you can use the Consolidation Settings module. If you do not run the migration task, you can still use the substitution variables instead of the corresponding consolidation settings, however it is highly recommended that you migrate to the Consolidation Settings so that you can apply those customizations as needed in the future. After migration, Financial Consolidation and Close applies the customizations from the Consolidation Settings module, and the substitution variables will have no effect.

Business Benefit: The Consolidation Settings feature enables administrators to easily track consolidation configuration settings and modify them as needed.

Managing Consolidation Settings in Administering Financial Consolidation and Close
Migrating Substitution Variables to Consolidation Settings in Administering Financial Consolidation and Close

You can now use the Debug option when working with Configurable Calculation (Insertion Point) rules in Calculation Manager. This enables you to take advantage of the debugging capabilities that Calculation Manager provides for other rules, such as On-Demand rules.

Business Benefit: The Debug option enables you to run Configurable Calculation rules and examine the calculation script to see how the script executes and ensure that there are no validation errors.

Debugging Rules in Administering Financial Consolidation and Close

The new runIntercompanyMatchingReport command generates an Intercompany Matching report that helps you correctly match the transactions between related entities and partners for analysis and auditing purposes as a part of the consolidation process.

Business Benefit: This command eases the analysis and auditing of the consolidation process.

runIntercompanyMatchingReport

Predictive Cash Forecasting is a Planning application type designed to help treasurers and cash managers perform short-term tactical or mid-term operational cash forecasting. It allows for daily, weekly, or monthly rolling forecasts that can be generated for operational, financial, and investing cash flow line items. It is built using a direct cash flow method and enables decision-making and actions for cash optimization across multiple legal entities within the business. Additionally, it provides an overview of the organization's overall cash position at each level of the legal hierarchy.

With Predictive Cash Forecasting, you can:

Optimize cash by finding problems and opportunities earlier with increased automation and more frequent cash forecast updates.
Take action faster by aligning stakeholders and unifying scenario planning with corrective actions.
Enable operational improvements through deeper insights into order-to-cash and procure-to-pay.

Predictive Cash Forecasting provides pre-built, best practice out-of-box content including a dimensional model, line items, forecast methods, forms, dashboards, rules, and role-based navigation flows.

Predictive Cash Forecasting provides line items along with the ability to add any additional line items you require. Cash line items drive the various cash inflows, cash outflows, and the balances for a cash forecast. Line items are organized under the structure of Operating Cash Flows, Investing Cash Flows, and Financing Cash Flows.

Cash Managers use the Summary dashboard to review daily cashflows, operating and non operating cashflow, and daily or periodic cash position by entity, along with KPIs:

Summary Dashboard

Predictive Cash Forecasting allows for daily, weekly, or monthly rolling forecasts. Cash Managers use the Rolling Forecast form to review and modify the forecast for cash inflows and cash outflows for their entity. They can review actuals, the rolling forecast, and actuals versus daily/periodic forecast:

Rolling Forecast Form

Controllers can see an overview of the organization's overall cash position at each level of the legal hierarchy.

Predictive Cash Forecasting supports various forecast methods, which are different approaches to arriving at the cash forecasts. Forecast methods can be defined for each line item and version, entity combination, based on the data source available and the maturity of planning and forecasting. Methods include driver-based, trend-based, Smart Drivers, prediction-based methods including statistical predictions and machine learning predictions, and manual input. You can also define period-based forecast methods where you can use different forecast methods for different time frames.

Predictive Cash Forecasting provides role-based navigation flows for Cash Managers, Controllers, and Administrators, to guide users through their process.

Predictive Cash Forecasting offers:

Integrated and automated process—Predictive Cash Forecasting allows for pulling the data from external systems to drive the cash forecast based on outstanding invoices and transactions. For forecasts beyond a certain period or for certain cash line items, data can be pulled in from any source through Data Integration. Note: Fusion ERP Cloud integration is not yet available. In a subsequent update, Predictive Cash Forecasting will include seeded integrations from Fusion ERP Accounts Receivable, Payable and Cash Management. In the interim, you can load your data from any source and can automate the data load using a Data Integration pipeline.
Real-time and accurate forecasts—Real-time and accurate cash forecasting by applying targeted forecasting models and intelligent predictions. Predictive Cash Forecasting supports multiple cash forecasting process cycles, short-term and medium-term. Both forecasts are rolling forecasts—the periods roll over every day for the daily forecast and roll over by week or month for the periodic forecasts.
What-if scenarios—What-if planning with the ability to create multiple scenarios that support real-time decision-making.
Direct input and adjustments—Ability to use direct entry planning for manual adjustments to the forecast based on human judgment.
Flexible reporting—Multiple views for the data, such as aggregation and grouping, flexible filtering, time periods, view by Region, Legal Entity, Bank, Bank Account, Cash Pools on a daily, weekly, and monthly basis.

Overall, Predictive Cash Forecasting offers a comprehensive solution for cash forecasting that can help businesses make better decisions regarding their cash management strategies. With its advanced features and flexibility, it is a valuable tool for any organization looking to improve its cash forecasting capabilities.

Business Benefit: Predictive Cash Forecasting enables companies to make better use of their cash with continuous cash forecasting.

To enable Predictive Cash Forecasting:

Create a new Planning application of type Cash Forecasting .
At the end of the Application Creation wizard, click Configure . Or, from the Home page, click Application and then click Configure .
Click Enable Features .
Select the features you want to enable, and then click Enable . When you click Enable , the Predictive Cash Forecasting artifacts are populated, including dimensions, forms, line items, rules, navigation flows, and so on.
Sign out and sign back in to start using Predictive Cash Forecasting.
Predictive Cash Forecasting will be released in two installments. This release is a standalone, EPM-only release. Fusion ERP Cloud integration is not yet available. In a subsequent update, Predictive Cash Forecasting will include seeded integrations from Fusion ERP Accounts Receivable, Payable and Cash Management. In the interim, you can load your data from any source and can automate the data load using a Data Integration pipeline.
During application enablement, for the option Fusion ERP Integration and Actions , although integration with Fusion ERP is not yet available, select this option if you want to use it in the future when the feature is available. Enabling this option creates required dimensions, which can't be created later with incremental enablement.
Available with EPM Enterprise Cloud Service.
Currently available in English only. Other languages are coming soon.
Application is multi-currency only.
Application is Hybrid Essbase enabled.
Application is Redwood Experience only.
Administering Predictive Cash Forecasting
Working with Predictive Cash Forecasting

There is a new option available for running data maps that push data between Planning and Strategic Modeling or between Strategic Modeling models.

In Strategic Modeling Models, associated data maps' Run On option now provides an additional option, Data Map Import or Check In. When a model’s data map has the option Data Map Import or Check In, these data maps run after the data map completes. (Importing the data implicitly checks in the model.) Previously, you could only specify to run the data map when you checked in the model.

To specify options for running data maps in Strategic Modeling:

From the Home page, click Strategic Modeling , and then click Models .
From the Actions menu next to the model you want to associate a data map with, click Properties , and then click Data Maps .
In the Associated Data Maps area, next to the data map, from the Run On list, select Data Map Import or Check In.

Business Benefit: This option supports more use cases for running data maps, for example, if you want to move data from Planning to a Strategic Modeling model, and you want any data maps associated with the model to run immediately when the data is imported. You can automatically run up to three levels of associated data maps with this new option, which automates your data mapping process.

Running a Data Map
Associating Data Maps with a Model
Associating Model to Model Data Maps to Source Model

Narrative Reporting

An updated Narrative Reporting extension for Oracle Smart View for Office is now available to download and install. This updated includes general improvements and defect fixes.

Business Benefit: Downloading and installing the latest Narrative Reporting extension for Smart View gives you access to the latest features, improvements and defect fixes.

To take advantage of the features, improvements, and defect fixes in the Narrative Reporting extension, choose an option to install the extension update:

From within Smart View, click the Check for Updates, New Installs, and Uninstalls link in the Options dialog, Extensions tab, select your Narrative Reporting instance, then follow the prompts.
From the Narrative Reporting web interface, Downloads page, download the "Smart View Extension for EPM Cloud Narrative Reporting" SVEXT file, then double-click the file to install.
Installing the Narrative Reporting Extension
Smart View and Narrative Reporting
Downloading and Installing Clients in Oracle Enterprise Performance Management Cloud Getting Started with Oracle Enterprise Performance Management Cloud for Administrators
Downloading and Installing Clients in Oracle Enterprise Performance Management Cloud Getting Started with Oracle Enterprise Performance Management Cloud for Users

There are no new features in this update except for the applicable features listed in the EPM Cloud Platform section. See Oracle Support Document 2955235.1 (Oracle Profitability and Cost Management Application Type Statement of Direction )

Enterprise Profitability and Cost Management

A new Frequently Asked Questions (FAQ) appendix has been added to the Administering and Working with Enterprise Profitability and Cost Management guide. This FAQ provides links to resources for frequently asked questions about tasks in Enterprise Profitability and Cost Management.

Business Benefit: The information in this appendix allows you to quickly find answers to frequently asked questions and reduces the need to call Oracle support.

Frequently Asked Questions (FAQ) about Enterprise Profitability and Cost Management in Administering and Working with Enterprise Profitability and Cost Management

When replacing member selections for a rule destination dimension on the Mass Edit tab in the Rule Designer, you can now specify the replacement member to be the same as the member selection in the source.

Business Benefit: This feature makes it easier to switch from using specific destination members, or for cases where no destination members have been selected, to using the Same as Source option for many rules at once.

Replacing Members in Rules in Administering and Working with Enterprise Profitability and Cost Management

Tax Reporting

Review the Important Actions and Considerations section for Audit Purge related information.

The Pillar Two capability in Tax Reporting is now enhanced with transitional Safe Harbor rules. The Safe Harbor rules allow multi-national companies to avoid GloBE calculations in certain jurisdictions, based on qualifying CbCR and financial accounting data if:

the jurisdiction has revenue and income below the de minimus threshold (the de minimus test)
the Effective Tax Rate (ETR) equals or exceeds an agreed rate (the Simplified ETR test)
there are no excess profits after excluding routine profits (the routine profits test)

Safe Harbor is available as a sub-feature under Pillar Two in the Tax Reporting – Enable Features screen.

Safe Harbor rules apply to fiscal years beginning on or before December 31, 2026, but not including fiscal years ending after June 30, 2028.

NOTE: As a prerequisite, your application must be on the DSO model (see Optimizing the Application Model for Hybrid Aggregation ) and the Pillar Two feature must be enabled before enabling Safe Harbors.

Business Benefit: The Safe Harbor rules are designed as a short-term measure that effectively excludes a multi-national company’s operations in certain jurisdictions from the scope of GloBE income.

To enable this feature from the Homepage, select Application, then Configuration, then Tax Reporting – Enable Features, and then select Safe Harbors and then Enable .

Working with Transitional Safe Harbor Rules in Administering Tax Reporting

Tax Reporting now generates tax journal data for entities. Tax journal data can be exported and used to post back to the source system, for example, ERP, EPM, Financial Close, etc. Tax Account Rollforward (TAR) difference account values are automatically rounded and balanced with the difference added to designated TAR account based on the TAR_Difference attribute.

As part of the Journal data preparation, the following 2 forms have been introduced:

TAR Journal Posting
TAR Journal Posting Regional

Business Benefit: Journal data calculation is now completely automated. You can now automatically add the difference between the Tax Reporting ending balance and the ending balance as per book in your ERP/EPM solution.

Reviewing Journal Data in Administering Tax Reporting

One-Week Lag Between Readiness Documents Live and Help Center Live

Because Oracle readiness documents (What's New and New Feature Summary) are live one week before the monthly update is applied to Test environments, some links to documentation included in the readiness documents will not work until after the Oracle Help Center update is complete when the monthly update is applied to Test environments.

In addition to the applicable Important Actions and Considerations discussed in the EPM Cloud Platform section below, this update includes Important Actions and Considerations specific to:

EPM CLOUD PLATFORM

Fixed Issues in Forms 2.0 and Dashboard 2.0

Many of the gaps and issues that customers have raised for Forms 2.0 and Dashboard 2.0 through Cloud Customer Connect forums have been addressed in 24.04. We encourage you to use Forms 2.0 and Dashboard 2.0 to ensure that your use cases are being met.

The issues that were addressed are posted to a knowledge article on My Oracle Support. Click here to review. You must have a My Oracle Support login to access the article.

Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Tax Reporting

Allow access to static.oracle.com

Customers are reminded to allow access to static.oracle.com. For the Oracle Redwood Experience to work, Customers must allow access to static.oracle.com, which provides image files, JavaScript, and other static content.

See About Redwood Experience in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators .

Plan to Upgrade All Environments from Non-Hybrid Essbase Version to Hybrid Essbase Version

In the May (24.05) update, Oracle is planning to upgrade all Profitability and Cost Management Cloud environments on a non-hybrid Essbase version to a hybrid Essbase version. Oracle plans to upgrade all other environments on a non-hybrid Essbase version to a hybrid Essbase version in the June (24.06) update.

This change affects the Essbase version used in EPM Cloud; it does not affect the cube configuration in your application. For example, if the application is configured to use non-hybrid cubes, this update will not change it to use hybrid cubes. For detailed information on the use of Essbase in EPM Cloud, see About Essbase in EPM Cloud in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators .

To ensure that your application is compatible with hybrid Essbase version, we've implemented a new utility which verifies your member formulas and provides a report so you can fix any issues. The Essbase Outline Validation menu option is in the Application Overview Actions menu. Select the Pre validate Outline option to perform a validation of your application, and then select Outline Pre-validation Report to view a list of member formulas that need to be fixed to be compatible with hybrid Essbase version. After you have fixed the member formulas, you can use the Pre validate Outline option again to make sure that all issues are resolved.

To verify member formulas:

From the Home page, click Application , and then click Overview .
Click Actions , select Essbase Outline Validation , then select Pre validate Outline .
To view the validation report, select Outline Pre-validation Report .

If your environment is on a non-hybrid Essbase version, make sure to use the Essbase Outline Validation option to resolve all issues as soon as possible to avoid any issues after your environment is upgraded to the hybrid Essbase version. If your environment is already on hybrid Essbase version, you don’t need to take any action.

To check whether your environment is on a hybrid or non-hybrid Essbase version, look at the value of Essbase Version supports Hybrid Block Storage Option in the Activity Report. If the value is Yes , it means that your environment is on hybrid Essbase version. If the value is No , it means that your environment is on a non-hybrid Essbase version.

Applies to: Financial Consolidation and Close, FreeForm, Planning, Profitability and Cost Management, Tax Reporting

For more information about this option:

In Administering Financial Consolidation and Close , see Validating the Essbase Outline .
In Administering FreeForm , see Validating the Essbase Outline .
In Administering Planning , see Validating the Essbase Outline .
In Administering Tax Reporting , see Validating the Essbase Outline .
in Getting Started with Oracle Enterprise Performance Management Cloud for Administrator , see About Essbase in EPM Cloud

Plan to Remove Users Administration and Groups Administration from Audit Reports

Currently, you can get information on Users Administration and Groups Administration from the Audits Reports available in the Identity Console. You can also get this information using EPM Automate and EPM Cloud REST APIs. In an upcoming monthly release, information on Users Administration and Groups Administration will no longer be included in audit reports.

In the Enable Audit dialog box, the Users Administration and Groups Administration options will remain available for some time to allow customers who already have these records to view any existing user and group provisioning records. However, after this change, no new records will be displayed in the Audits Report.

Enterprise Profitability and Cost Management: Auditing Overview in Administering and Working with Enterprise Profitability and Cost Management
Financial Consolidation and Close: Auditing Information Overview in Administering Financial Consolidation and Close
FreeForm: Auditing Overview in Administering FreeForm
Planning: Auditing Overview in Administering Planning
Tax Reporting: Auditing Information Overview in Administering Tax Reporting
roleAssignmentAuditReport
group A ssignment AuditR eport
Role A ssignment R eport
Role A ssignment Audit R eport for OCI Gen 2
Group A ssignment Audit R eport

Additional Execution Sequencing Routines for Task Manager Jobs

In a future update, Task Manager Jobs will include additional execution sequencing routines to ensure application and data integrity. When potential conflicting jobs are executed simultaneously, the service will sequence the jobs to ensure application integrity. While the individual job’s execution times will not be impacted, the job’s start time may be delayed due to the optimization sequencing.

Change in the Default Format When Exporting to Microsoft Excel

In a future update, the default format for exporting table data to Microsoft Excel from Task Manager, Supplemental Data Manager, and Enterprise Journals will be changed to .XLSX instead of .XLS.

Plan to Discontinue Support for Infolets

Oracle plans to stop supporting the creation of infolets later this year. Applications using the Redwood Experience will no longer see the option to create infolets on the listing pages. In applications using non-Redwood themes, the Create button on the Infolets page will be disabled. There will be no future enhancements or support for infolets.

Future Deprecation of Native Mode Option for Smart View Ad Hoc Behavior Application Setting

Native Smart View Ad Hoc Behavior mode is currently still available for EPM Cloud.

Standard is the ad hoc mode upon which all enhancements in the EPM Cloud are being delivered.

Oracle plans to stop supporting Native mode by the end of year 2024. Customers on Native mode are advised to convert the Smart View Ad Hoc Behavior application setting for their environments to Standard mode and test their use cases. Any gaps found should to be logged as an enhancement to Standard mode. Enhancements should be logged on the Customer Connect EPM Platform Idea Lab by end of April 2024 for Oracle to review.

Perform the following steps to begin working with Standard mode in your test environment:

In Application Settings , change Smart View Ad Hoc Behavior to Standard .
Open worksheets from Smart View and reconnect.
Refresh the sheets.

The expectation for existing Native-mode worksheets is that they will work “as is” when the setting is changed to Standard . New ad hoc sheets will only be created in Standard mode using Standard features.

Smart Forms are not supported in Standard mode and there is no plan to support them in Standard mode.

Transition from Identity Cloud Service (IDCS) to Identity and Access Management (IAM)

EPM Cloud environments on OCI (Gen 2) are transitioning from Identity Cloud Service (IDCS) to Identity and Access Management (IAM) domains. For information on IAM, see Overview of Identity and Access Management .

After this transition, existing IDCS administration and My Profile functionalities remain the same, but are hosted on Oracle Cloud Console. The Oracle Cloud sign-in page has an updated design to match the latest Oracle Cloud design guidelines. To learn more on what to expect with this transition, see Introducing OCI IAM Identity Domains: What customers need to know .

Removal of Enhanced Integration API and Drill Type UI Options in Data Management System Settings

As of the June (23.06) update, the Enhanced Integration API and Drill Type UI options have been removed from the list of options in the System Settings option of Data Management.

Formerly, the Enhanced Integration API setting was added temporarily to address backward compatibility considerations.

The Drill Type UI setting formerly enabled users to select either the Classic or Simplified user interface when drilling down in Oracle Enterprise Performance Management. The default drill type user interface is now the Simplified User Interface and the Classic option for the user interface of Drill Landing Page is no longer available.

Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Profitability and Cost Management, Tax Reporting

Announcement: Data Management Feature Migration to Data Integration

The user interface pages listed in the table below are no longer available in Data Management, but are available in Data Integration. Data Integration is available from the Data Exchange card from the home screen in the Cloud EPM Business Process, and users can access these features in the current Cloud EPM update. Data Management is not going away – we are only moving a few features now that have 100% parity with Data Integration. Profitability and Cost Management customers are not affected by the migration and do not see a change in their Data Management user interface. REST APIs are not impacted by this change.

Data Integration is the next generation of the Data Management user interface, enabling users to easily build and manage Cloud EPM integrations. As feature parity between Data Integration and Data Management becomes complete, Data Management features will be turned off, and users will use the new Data Integration user interface instead.

This transition is gradual; future What's New documents will include information about the first set of planned changes as well as updates about additional changes planned for the future.

All Data Integration features discussed in this document are currently generally available in the Cloud EPM business processes.

Integration definitions built with Data Management are also visible in Data Integration, which enables an easy transition. (Data Integration is a new user interface on the Data Management data model and does not require migration of content from Data Management to Data Integration).

Please note that additional new integration features will only be included in Data Integration, and will not be back-ported to Data Management. Critical bug fixes and security fixes will still be made to Data Management until all features are fully migrated. In addition, all features from Data Management will be migrated to Data Integration with the exception of the following:

The batch feature will be replaced by the new Pipeline feature. The Pipeline feature was available in the June (23.06) update.
The Report Definition feature will not be migrated, only the Report Execution feature. Please note that Account Reconciliation, Financial Consolidation and Close, Planning and Tax Reporting provide a feature to report against the Data Integration relational tables using a custom SQL and a BI Publisher report template via Task Manager.
The ability to create new Custom Applications in Data Management will no longer available, and customers should use the “Data Export to File” application type instead. (Existing integrations using a custom application will not be impacted.) See Custom Application in Data Management under EPM Cloud Platform in the Important Actions and Considerations section of this document.

For reference, please see the Data Integration guide available from the documentation library for your specific EPM business process. Select the desired business process, then Books, and then scroll down to the Administering Data Integration for Oracle Enterprise Performance Management Cloud documentation link.

Applies to: Account Reconciliation, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Tax Reporting

See Administering Data Integration for Oracle Enterprise Performance Management Cloud for more information.

Removal of Support for Custom Application in Data Management

Since the September (23.09) update, custom target applications can no longer be added in Data Management. (Existing integrations that use a custom target application will not be impacted, and will still run without any changes.) This type of application was used to extract data from the EPM Cloud, and then the data was pushed into a flat file instead of being loaded to an EPM Cloud application. The custom application was superseded by the Data Export to File feature in an earlier update. The Data Export to File feature has enhanced functions and capabilities.

If you still have a custom target application, it is recommended that you use the Upgrade Custom Applications option to migrate your existing custom target application to a data export to file application. For more information, see Upgrade Custom Applications at: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/erpia/upgrade_custom_applications_100x438d5119.html .

The migration converts existing file formats from the custom target application to the file formats used in the data export to file option and retains all the existing setup. When the custom target application has been converted, you can run same integration as before. Data export file applications are available both in Data Management and Data Integration.

Applies to : Account Reconciliation, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Tax Reporting

Calculation Manager Errors and Considerations Enforcement

In a future update, Calculation Manager will enforce the execution of the Errors & Considerations diagnostic tool for any rule being launched, validated, or deployed. This enhancement is scheduled to coincide with the enhancement to the Rules listing page. Administrators will see the Rule Status indicating if there are Errors and/or Considerations in the listing page in addition to the Errors & Considerations tab in Calculation Manager.

Rules will continue to deploy and execute even with Errors or Considerations. In all cases, existing rules that are already deployed will continue to run as-is without any change in behavior. However, Oracle Support will require all Errors to be cleared before reviewing any issues submitted for such rules. Any remaining Considerations will require justification for why they are not cleared before Oracle Support will review any such rules.

Change in Behavior for Grids Created from Groovy and REST APIs for ASO Cubes

In a future update, the suppression behavior for grids created via Groovy DataGridDefinitionBuilder and the exportdataslice REST API for ASO cubes will be made consistent with that of the run time data grids created using the Form Designer. Previously, if a grid was built for an ASO cube in Groovy or REST API, then the system used the NON EMPTY MDX clause to suppress missing rows when the suppressMissingBlocks flag was true. Now, when a grid is built for an ASO cube, it will use the NON EMPTY MDX clause when suppressMissingRows is true, and suppressMissingBlocks will be ignored. This means that ASO grids with suppressMissingRows true and suppressMissingBlocks false will now start using MDX. Likewise, ASO grids with suppressMissingRows false and suppressMissingBlocks true will no longer use MDX. Grids where the suppressMissingRows and suppressMissingBlocks flags had the same value will not be impacted. These changes may result in a change in behavior or performance for some ASO grids. If this happens and is undesirable, consider toggling the value of suppressMissingRows from the builder or the JSON payload in case of the REST API.

Report Import/Export to Excel: Font Installation Requirements for Text Boxes in Excel

Due to performance and rendering quality enhancements to Report text boxes when exported to Excel, Report text boxes may appear distorted or with overlapping text while importing or exporting to Excel when the fonts used within the text boxes are not installed on the client machine. To fix this, install the missing fonts used within the text boxes on the client machine.

Applies to : Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Tax Reporting

Oracle Financial Reporting Statement of Direction

Please refer to the announcement on Cloud Customer Connect in the EPM Cloud Platform category: Announcing Updated Guidance on Cloud EPM Financial Reports Deprecation

Please refer to the Statement of Direction for Oracle Financial Reporting:

Oracle Support Document 2910806.1 ( EPM Cloud Financial Reporting Statement of Direction )

Please note that the Oracle Financial Reporting tentative deprecation dates have been moved to mid-to-late CY24.

For more information:

See Appendix B in the Designing with Reports Guide : Migrating Reports from Financial Reporting .
On June 8, the most recent Oracle Cloud Customer Connect event, Migrating Your Financial Reporting to Reports , was presented. There is a presentation, an event recording, and an FAQ sheet accessible. In order to view the event recording and documentation, you must log in to Cloud Customer Connect.

An Updated User Interface is Coming Soon for Editing Text Boxes and Notes in Reports

Starting in the May (24.05) update, the editor user interfaces for Text Boxes and Notes will be updated. While the functionality remains the same, the Toolbar buttons, color picker, and shortcut key information have a new look and feel.

New Text Box Editor

New Note Box Editor

ACCOUNT RECONCILIATION

Limit the Number of Transactional Attachments

In a future update, the number of Transactional Attachments that appear in the Reconciliation Attachment drawer will be capped at 100. This is to prevent display issues with certain browsers.

Change to Options in the Rules Tab of the Add Attribute Assignment Dialog

Starting in the February (24.02) update, in the Transaction Detail section of a format, the option Do Not Display – Anywhere is not available when you specify access details by adding a rule on the Rules tab of the Add Attribute Assignment dialog. However, you can use the Do Not Display – Anywhere option when specifying access details using the Properties tab of the Add Attribute Assignment dialog.

In a future update, the default format for exporting the table data to Microsoft Excel will be changed to .XLSX instead of .XLS.

ENTERPRISE DATA MANAGEMENT

Use of IDCS Groups in Enterprise Data Management

Starting with the March (24.03) release, EPM Cloud Access Control recognizes the Identity Cloud Service (IDCS) groups that customers can create in the Oracle Cloud Identity Console. Note that in Enterprise Data Management, IDCS groups cannot be used in the following ways:

Granted permissions directly
Assigned directly to policies
Assigned directly to subscriptions as alternate assignees
Assigned directly to views in the Show on Views Page

In order to grant permissions to or assign an IDCS group to a policy, subscription, or view, you must first add the IDCS group to an EPM group in Access Control (see Managing Groups in Administering Access Control for Oracle Enterprise Performance Management Cloud ) and then grant permission to or assign that EPM group to the policy, subscription, or view.

These restrictions will be lifted in an upcoming release.

FINANCIAL CONSOLIDATION AND CLOSE

Enterprise Journal Dimension Persistence

In a future update, all Enterprise Journal dimension attributes will persist their values once they are set in the Journal.

FCCS_Global Assumptions Member

As of the June (23.06) update, the FCCS_Global Assumptions member and its descendants (if any), from the Entity dimension are restricted member(s) for On Demand Rules. Financial Consolidation and Close users won’t be able to use the FCCS_Global Assumptions member and its descendants (if any) as Run Time Prompts (RTPs) while running On Demand Rules.

Future Updates to Ownership Management Locking / Unlocking

Currently there is a single Process Management Approval Unit for all instances of a shared entity. As a result, when data for one instance is Locked in Process Management, all instances are Locked. The same Locking logic will apply to Ownership Management. When data is locked for an Approval Unit POV, Ownership Management settings are also locked for the same Approval Unit POV. As noted above, this link from Process Management Locking / Unlocking to Ownership Management settings can be disabled using a Substitution Variable. Note that this ability to disable the link will be temporary.

When future updates to improve Organization-by-Period functionality are made available, there will be one Process Management Approval Unit for each instance of a shared entity rather than one Approval Unit for all instances. When this is first implemented, the same Locking / Unlocking logic will apply. When the Process Management Approval Unit is locked, then both data and Ownership Management settings will be Locked, but on an instance-by-instance basis for shared entities. At this point, the link between Approval Unit Locking / Unlocking and Ownership Management settings Locking / Unlocking will no longer be able to be disabled. This is to ensure that a change in Ownership settings cannot cause Locked data to be impacted.

A further update will then be implemented to provide a little more flexibility in Locking / Unlocking Ownership Management settings. These settings will be able to be Locked before the Process Management Approval Unit for the same POV is Locked. Ownership Management settings will only be able to be Unlocked if the matching Process Management Approval Unit is unlocked. This will allow users to work on updating data without worrying about ownership settings affecting their results. Again, the link and dependency between Locking / Unlocking data and Ownership Management settings will not be able to be disabled.

Substitution Variables

Substitution variables allow you to enable or disable new Financial Consolidation and Close features as needed. The following substitution variables are available:

YTDFXRevised

When enabled, the Year-to-Date FX calculation logic on historical accounts is changed in the consolidation script for Movements. If the account is Historical, then no adjustment is made for the prior period FX on Opening Balance and FX on Movements for all individual accounts, OBFXCTA, OBFXCICTA, and R/E Prior. YTDFX will be enabled for the first year, so in the first year (except for the first period), the system will use YTD FX calculations.

Starting in the July (24.07) update, the default value will be set to True, and this feature will be enabled by default. To disable the feature, you can change the value of the substitution variable to False.

YTDFXRatioThreshold

In an application with YTD FX Variance Translation Calculations enabled, in some circumstances, extremely large numbers may occur in OBFXCTA/OBFXCICTA members. To resolve this issue, add a new Substitution Variable called YTDFXRatioThreshold and set the value to True.

Starting in the May 2024 (24.05) update, the default value will be set to True, and this feature will be enabled by default. To disable the feature, you can change the value of the substitution variable to False.

ReportingTransEPAEEA

When enabled, the FCCS_Entity Proportion Adj and FCCS_Entity Elimination Adj members are translated to Reporting Currency.

Starting in this update, the default value will be set to True, and this feature will be enabled by default. To disable the feature, you can change the value of the substitution variable to False.

Performance Substitution Variables

The OptimizeConcurrency, OptimizePelimCalculation, EnableYearlyConsol, ParallelCustomDimDSO and ParallelCustomDimTranslation substitution variables can be enabled to improve performance.

OptimizeConcurrency = True

This substitution variable improves concurrency of the consolidation process by executing some of the calculations at the very beginning or at the end. The degree of improvement depends on the entity structure of a given customer. Customers with deeper entity hierarchies will benefit the most.

OptimizePelimCalculation = True

This substitution variable improves Partner Eliminations (PElim) performance. If there is a consolidation performance degradation when deploying a user-created “Partner Eliminations Configurable Consolidation Rule” that has an account re-direction, adding this variable can provide significant performance improvement.

EnableYearlyConsol = True

The EnableYearlyConsol substitution variable can be enabled to improve performance for multi-period consolidations in applications that use the Dense/Sparse Optimization option (where Period and Movement are the Dense dimensions).

This substitution variable is applicable if the application meets all of these conditions:

The application uses the Dense/Sparse Optimization option (Period and Movement are Dense dimensions)
You have two or more dirty periods, and two or more hierarchy levels
The dirty entities are identical across periods
Equity Pickup sequence is not enabled

ParallelCustomDimDSO = True

This substitution variable improves the performance of the consolidation process in applications with Dense/Sparse Optimization, where the Period and Movement dimensions are Dense dimensions. To see performance improvements, you should set this substitution variable to True.

ParallelCustomDimTranslation = True

This substitution variable can improve the performance of the consolidation process in applications with Dense/Sparse Optimization, where the Period and Movement dimensions are Dense dimensions. To see performance improvements, you should set this substitution variables to True. If any degradation is noticed, set the variable to False or delete it.

NOTE: The degree of performance improvement varies widely across different applications as it is purely driven by the application design and data distribution.

PROFITABILITY AND COST MANAGEMENT

Oracle Profitability and Cost Management Application Type Statement of Direction

The Oracle Profitability and Cost Management Application Type Statement of Direction provides an overview of the strategic plans and future direction of Oracle Profitability and Cost Management Cloud Service and Oracle Enterprise Performance Management Enterprise Cloud Service Profitability and Cost Management Business Process. Included is information about the change in Development focus to the newer Enterprise Profitability and Cost Management Application Type available exclusively with Enterprise Performance Management Enterprise Cloud Service.

Oracle Support Document 2955235.1 ( Oracle Profitability and Cost Management Application Type Statement of Direction )

ENTERPRISE PROFITABILITY AND COST MANAGEMENT

Preferences Related to Calculation Performance

There are three calculation performance related preferences in Enterprise Profitability and Cost Management that can be used to alter calculation performance characteristics and behavior in certain special cases. Each preference can be set or changed by creating a substitution variable. When creating the substitution variable, be sure to create it for “All Cubes”.

NOTE: The default values shown in the table do not require the creation of a substitution variable.

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Guidelines for Loading Temporary Assignments

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