Best Practices with Financial Management Phased Submissions

Using the Phased Submissions feature in Financial Management when loading data from FDM can cause issues with audit trails and also result in failed loads. This is because after phase one is submitted, any subsequent loads of the same data will fail because of locked intersections. In addition, reloading of data in FDM to the same location will erase the audit trail of the previous export to Financial Management.

In order to preserve the audit trail and to avoid failed exports, Oracle recommends that you create a separate FDM location for each HFM phase. For example, a location named Texas would have locations named Texas1, Texas2, and Texas3 to load Texas for Phase 1, Phase 2, and Phase 3 respectively. Oracle also recommends separating the source data and the FDM maps by these phased locations.