IMPORTANT Actions and Considerations

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.

This update includes Important Actions and Considerations for EPM Cloud Platform and NetSuite Account Reconciliation:

EPM CLOUD PLATFORM

User Interface Updates

Oracle continues to adopt the latest technology to enhance and secure the user interface experience. Some updates may potentially affect the GUI automation managed by your company. Oracle recommends that you take these changes into consideration as you manage your GUI automation efforts.

Install the Newest Version of EPM Automate

Oracle strongly recommends that you install and use the latest version of EPM Automate. The best practice is to update EPM Automate every month so that you get to take advantage of the latest new features, bug fixes, and stability, security, and reliability improvements.

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 Remove Users Administration and Groups Administration from Audit Reports

Currently, you can get information on Users Administration and Groups Administration from the Audit Reports available in the Identity Console. You can also get this information using EPM Automate and EPM Cloud REST APIs. In an upcoming monthly update, 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 Audit Report.

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 Management Data Integration Data Integration Navigation Path

Source System

Configure Connections

From the Data Integration UI, select the Actions drop down, and then Applications.

In Applications, there is an icon next to the drop down labeled Configure Connections.

Target Application

Applications

From the Data Integration UI, select the Actions drop down, and then Applications.

Period Mapping

Period Mapping

From the Data Integration UI, select the Actions drop down, and then Period Mapping.

Category Mapping

Category Mapping

From the Data Integration UI, select the Actions drop down, and then Category Mapping.

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.

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

Job Scheduling Migration in Data Management/Data Integration

With the addition of the new Job Scheduling feature in Data Integration in this update, customers must migrate any existing job schedules from Data Management to the EPM Platform Job Scheduler console. In this update, the scheduling functionality accessed from the user interface in Data Management has been deprecated. To support the migration to the new job scheduler, a new script titled "Migrate Schedules to Platform Jobs Scheduler" is available from System Maintenance Tasks in Data Management.

NOTE: The new scheduling functionality is not available in NetSuite Profitability and Cost Management and NetSuite Account Reconciliation.

The EPM Platform Job Scheduler console is not available for NetSuite Account Reconciliation customers. These customers will need to automate any existing scheduled jobs in Data Management using EPM Automate or rest calls outside of NetSuite Account Reconciliation.

Oracle Financial Reporting Statement of Direction

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:

  • 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.

ACCOUNT RECONCILIATION

Reconciliation Summary Dialog Drawers Fail to Close When Using Firefox Browser

When viewing the Reconciliation summary dialog within Firefox, the user can expand and view the side drawers. Double clicking the drawer fails to collapse the drawer control. The user must close and reopen the Reconciliation Summary to collapse the drawer control.

Workaround: Recommend using Microsoft Edge or Google Chrome browsers until this issue is resolved.

Change to Matched By Attribute Value for Auto Matched Transactions

Currently when transactions Auto Match, the value inserted into the "Matched By" attribute is defaulted to "TM_SYSTEM"; however, in the October (24.10) update, the attribute will instead display the user name of the user who runs the Auto Match. Due to this change, customers will need to use other attributes of "Rule Type" and "Rule Name" to determine if a transaction was Auto Matched or Manually Matched. There will also be 3 new attributes added for Last Updated By, Last Update On, and Last Action to further assist.

Changes to Profile Segments

Starting in a future update, you will only be able to modify profile segments using the Profile Segments tab. To access this tab: 1. From the Home page, select Application, and then Configuration. 2. Click System Attributes, and then the Profile Segments tab. Profile segments are visible, but read-only in Attributes. To access attributes, select Application, then Configuration, and then Attributes. This includes loading of List attribute values.

1:1 Currency Rates Are No Longer Required

Updates have been made throughout the application to automatically convert between currencies at a 1:1 rate when the currency codes are the same. For example, when the amount in the Entered bucket is USD and needs to be converted to USD in the Functional bucket, a 1:1 rate is automatically assumed, and therefore does not need to be loaded into currency rates. This simplifies configuration for customers with either single or multi-currency requirements.

Change in the Default Format When Exporting to Microsoft Excel

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