Troubleshooting Financial Consolidation and Close Approval Process Issues

Applies to

Financial Consolidation and Close

This section lists some of the most common reasons that cause errors in the Financial Consolidation and Close approval process.

Invalid Data Error While Locking an Entity

You may receive the Invalid Data error while locking an entity. This error can occur because of these reasons:

• You did not lock the prior period of the target entity or its descendants.
• You did not lock the previous periods of the current year of this target entity or its descendants.

If you are using the Approval card to lock an entity, click the error message to view error details.

Invalid Data Error While Unlocking an Entity

You may receive the Invalid Data error while unlocking an entity. This error can occur if any of the future periods of the current year of this target entity or its descendants is locked.

If you are using the Approval card to unlock an entity, click the error message to view error details.

Intermittent Failure During the Approval Process

Sometimes, approval process such as Lock, Unlock, Promote, and Approve fails intermittently.

Workaround: After initiating the action from the Approval card, do not refresh the page repeatedly. Wait for a while for the action to complete and then refresh the page.

Failed: Ambiguous Automatic User Error While Starting an Entity

Only a Service Administrators can start an entity for the approval process. The approval Start process assigns the owner for entity and places it in the correct location of the promotional path. The Start process will not assign an owner to the target entity if both the following conditions are true:

• You did not assign an owner to the root level of the Approval Unit Hierarchy
• You did not assign an owner to the descendant entity within the root level

To avoid this error, ensure that at least one owner is assigned to the root level entity of the Approval Unit Hierarchy. This allows all descendants that does not have an assigned owner to inherit the owner assignment from the root entity.

Getting Help

After completing the preceding troubleshooting steps, if the issue is not fixed, review these factors and then seek help from Oracle:

• Use the Provide Feedback utility to gather the information that Oracle Support needs to identify and fix your problem. Optionally, consent to submitting the snapshot to Oracle. See Creating a Provide Feedback Submission.
• Submit a technical service request indicating the reference number that the Provide Feedback utility created. See Submitting a Technical Service Request.

  In the service request, answer these questions:

  1. Did this issue start after the latest monthly update?
  2. When was the issue first observed? (required)
  3. Was there any recent application or usage change that could have caused this issue?
  4. Are there any remaining metadata validation errors? If yes, why are you unable to clear them?
  5. Are you migrating from Oracle Hyperion Financial Management?
  6. Is this is a critical outage?