Updating Enterprise Journals in Smart View

You can use Oracle Smart View for Office for the journal data collection process. After you install Smart View and the Enterprise Journal Extension, you can manage the data collection process and work with journals using the Enterprise Journals menu option in Smart View.

Note:

Before you begin, you must install Smart View and the Smart View Extension for Enterprise Journals, and create a private connection to use with the extension. See the "Downloading and Installing Clients" section in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators and Creating Connections to the Smart View Extensions.

Note:

It is recommended to:
  • Restart Smart View for Office after installation and uninstallation
  • Uninstall and reinstall Smart View Extension when there is an update

Uninstalling an Extension

To uninstall, open Excel → Go to Smart View ribbon → Click Options, and then click Check_Updates. You will get the remove option for each extensions.

Remove_Extensions

Updating and Reinstalling an Extension

After creating a connection:

  1. Click on on Smart ViewOptions
  2. Check for Updates, New Installs, and Uninstall.
  3. Select the connected machine and click Get Updates.

    Enterprise Journals - Get Updates

  4. Click Install.

    Enterprise Journals Reinstall

    Note:

    After creating the connection only the extension related menu item will be displayed.

Connecting to Smart View

  1. From the Home page, select Downloads and download Smart View Extension for Enterprise Journals.
  2. In Smart View, create a connection and enter the URL. See also, Creating Connections to the Smart View Extensions.
  3. In the right panel, from Private Connections, select the Enterprise Journals connection that you created.
  4. In the Connection dialog box, enter a user name and password, then click Connect.

After you install the extension and create a connection, you can view a Worklist of the journals that you need to act on for preparation and approval.

You can see only the journals for which you are authorized. This is the "Display My Tasks" view of the worklist, therefore, you may not see all of the journal tasks that you have access to. Depending on your current role, for example, Preparer, or Approver, the available options such as Save Data, Approve or Reject will change to match the associated role. If you have different roles, you may need to log on as each role to perform different operations.

Security Considerations

  • Current responsible users to perform data entry capabilities
  • Users will see only the journals for which they are authorized
  • Depending on the security role, the available options such as Save Data, Approve, or Reject change must match the associated role.

For information on working with Smart View, see Oracle Smart View for Office User's Guide .

Working with Enterprise Journals from Smart View

  1. Launch Excel, then select the Smart View tab, and then select Panel.
  2. In the Smart View Panel, select Private Connections.
  3. In the Private Connections panel, select the Enterprise Journals connection from the drop-down menu.
  4. When prompted, provide your login credentials: domain name, user name, and password to sign in.
  5. When Smart View opens, you will see a menu ribbon called Enterprise Journals.
  6. In the Private Connections panel, the Application name is displayed with the Worklist listing the Recurring Journals.
    • Preparation - Includes Save, Validate, Create, and Delete
    • Workflow - Includes Submit, Force Close, Approve, Reject, Claim, and Release
    • Journal Details - Includes Year, Period, Journal ID, Prepared By, Post Status, and Journal Batch
  7. From the Enterprise Journals ribbon, you can perform these actions:

    Enterprise Journals Ribbon in Smart View

    • Refresh - Refresh the grid to pull out the latest saved on the server.
    • Summary - Includes all the properties, instructions, alerts, worflow, questions, comments, and history related information related to the Journal.
    • Save - Save the grid
    • Validate - Validate the grid
    • Create - Create the journal
    • Delete - Delete the journal
    • Submit - Submit the journal
    • Force Close - Force close the journal

    Note:

    If you have security privileges to create Ad-Hoc journals for any template, the Ad-Hoc action will also be available. See Creating Ad-Hoc Enterprise Journals in Smart View.
  8. From the Approval ribbon, you can perform these actions:
    • Refresh - Refresh the grid
    • Approve - Approve the Journal. Following the last stage of Approver, it goes through the entire posting process.
    • Reject - Reject the journal
    • Force Close - Force close the journal
  9. From the Teams ribbon, you can perform these team actions:
    • Claim - Claim the journal
    • Release - Release the journal

Note:

The header and line items in the grid would continue to be same as the web. The only difference is that the dimension reference members can also be manually entered.

See also Understanding Smart View Best Practices.

Watch this video to learn more about working with Enterprise Journals in Smart View.

video icon Working with Enterprise Journals in Smart View.