Oracle Account Reconciliation Cloud

Transcription

1 Oracle Account Reconciliation Cloud October Update (16.10) New Feature Summary September 2016

2 TABLE OF CONTENTS REVISION HISTORY... 3 ORACLE ACCOUNT RECONCILIATION CLOUD, OCTOBER UPDATE... 4 New Features... 4 New EPM Automate Utility Version... 4 New REST APIs... 4 Changes to Daily Maintenance Screen... 4 About Daily Backups... 5 Multi-Column Loading of Numeric Data and Multi-Period Loading of Header Records... 5 Enhanced Data Integration with Fusion Financials Cloud... 5 Announcements Sender Policy Framework Information... 6 Defects Fixed... 6 Considerations

3 REVISION HISTORY This document will continue to evolve as existing sections change and new information is added. All updates are logged below, with the most recent updates at the top. Date What's Changed Notes 27 SEP 2016 Initial Document Creation 3

4 ORACLE ACCOUNT RECONCILIATION CLOUD, OCTOBER UPDATE NEW FEATURES NEW EPM AUTOMATE UTILITY VERSION A new version of the EPM Automate Utility is available with this update. This version supports the following new commands for Data Management: importmapping exportmapping rundmreport You must install this version of the utility to use the new commands. See these sections in Working with EPM Automate for Oracle Enterprise Performance Management Cloud: Installation instructions: Installing the Utility Instructions to run commands: Command Reference NEW REST APIS Importing and Exporting Data Maps and Executing Reports You can now use EPM Cloud REST APIs to perform these tasks: Import Data Map, Export Data Map, and Execute Report. This allows you to use Data Management to import and export data maps for a selected dimension or all dimensions, and to execute a report. The Import member mappings API supports merge and replace modes as well as validate or no validate options for target members. Updating the Scheduled Maintenance Window Time You can now use EPM Cloud REST APIs to view and update the scheduled maintenance window time by performing these tasks: Get Build Version and Maintenance Window Time and Update Maintenance Window Time. See the Oracle Cloud REST API for Oracle Enterprise Performance Management Cloud Guide and the Oracle Cloud Enterprise Performance Management Integration Guide. CHANGES TO DAILY MAINTENANCE SCREEN The navigation path to the Daily Maintenance screen where you set the maintenance window start time has changed. Additionally, Daily Maintenance screen no longer contains the Version number of the current update, which linked to the readiness web site. 4

5 To view update version number and access readiness information: 1. Access the service. 2. Click your user name at the top right corner of the screen to open Settings and Actions. 3. Select About, and then Version. 4. To view readiness information, click Oracle Enterprise Performance Management Readiness. The Enterprise Performance Management Readiness web site is displayed. 5. Click Account Reconciliation and then a readiness document format (HTML, PDF or epub). ABOUT DAILY BACKUPS The service, during daily maintenance, automatically creates a backup of data and artifacts. This service replaces the daily backup every time the maintenance is completed. Set up an automated job using the EPM Automate Utility to download the backup to a local computer. MULTI-COLUMN LOADING OF NUMERIC DATA AND MULTI-PERIOD LOADING OF HEADER RECORDS Data Management now supports a multi-column load of numeric data for any dimension. Prior to this update, Data Management supported only the loading of multi-period column data. In addition, a multiperiod load using the header record is now available. ENHANCED DATA INTEGRATION WITH FUSION FINANCIALS CLOUD The current integration between the Fusion Financials Cloud (GL) and EPM Cloud applications has been enhanced to provide a more seamless integration experience. The updated integration allows users to pick the desired source ledger from the Fusion Financials Cloud, set up a few simple mappings, and then push a button to pull the data into EPM Cloud applications. Additionally, you can set up simple mapping between your Planning application and Fusion Ledger to write-back Budgets from Planning to Fusion Financials. This integration, which can be run manually or scheduled for a specific time, no longer requires manual steps in Fusion Financials Cloud and EPM Cloud. The updated integration also sets up the drill definition automatically, which eliminates errors that may be caused when manually defining a drill definition. If you are using an earlier version of the integration, you can continue to use it. You cannot automatically migrate an existing integration to the enhanced version of the integration. You can create a new integration definition with the new method as needed. This integration is available for customers using Fusion Financials Cloud Release 11 or higher. 5

6 ANNOUNCEMENTS This update applies routine maintenance and infrastructural updates. SENDER POLICY FRAMEWORK INFORMATION You can now use sender policy framework to configure your corporate system to ensure that important Oracle notifications regarding your service are not filtered out by your corporate filtering system. See Configuring SPF Record for Oracle Cloud Verification in the Getting Started with Account Reconciliation Cloud for Administrators guide. DEFECTS FIXED No customer defects have been logged to date. CONSIDERATIONS --- When using EPM Automate, log out and log in again after importing a Financial Close Management (FCM) snapshot to refresh the icons on the Home page. You may receive inaccurate messages from Navigator if pop-up blockers are enabled. Disable pop-up blockers in your browser to avoid this. In the Academy, some pages and icons may appear different in the video and the Cloud service. 6

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