Tuesday, August 9, 2022

EPM CLOUD - FCCS / EPBCS / PBCS - NEW SAVE AS OPTION FOR JOBS

The new "Save As" option for jobs enables you to create a duplicate of an existing job, and then update it to avoid starting over making selections each time you create a new job.

"Save As" is supported for the Export Data, Import Data, Export Metadata, Import Metadata, Refresh Database, Clear Cube, and Import Exchange Rates job types.

To duplicate a job, click Application, then Overview, click Actions, and then select one of the following actions:

Export Data

Import Data

Export Metadata

Import Metadata

Refresh Database

Clear Cube

Import Exchange Rates

On the listing page, click the ellipses icon (...) in the Actions column next to the job that you want to duplicate. 

Click Save As, enter a name for the new job, and then click OK. 

After the duplicate job is created, you can then open the job and update it. 

The error file for the duplicate job will automatically use the new job name as a prefix.

 

DISPLAY MEMBER NAMES AND ALIASES IN SEPARATE COLUMNS IN SMART VIEW AD HOC GRIDS

A new Member display option in Oracle Smart View for Office, Member Name and Alias, allows you to display both the member names and their aliases in separate columns on row dimensions in ad hoc grids.

The Member Name and Alias display option allows users to see the member name and the alias side by side during adhoc zoom interactions within the grid. 


In Smart View, place an ad hoc grid on a worksheet. You may have more than one row dimension in the grid.

In the Smart View ribbon, select Options.

In the Member Options tab, Member Name Display, select Member Name and Alias, then click OK.

In either the Smart View ribbon or the provider Ad Hoc ribbon, click Refresh.

For row members, both member names and their corresponding aliases are displayed in the ad hoc grid.


STEPS TO ENABLE

To enable the Member Name and Alias option for Smart View users working with ad hoc grids, the business process application option, Smart View Ad Hoc Behavior, must be set to Standard.

All new and recreated applications are automatically set to Standard.

For existing and migrated applications, to set the application option, Smart View Ad Hoc Behavior, to Standard:


Click Application, and then click Settings.

For the Smart View Ad Hoc Behavior option, select Standard.

Click Save.


NOTE

The Member Name and Alias option is supported with:

Standard-mode applications only

Smart View 22.100 and later

Thursday, August 4, 2022

ORACLE NETSUITE – ORACLE EPM CLOUD Integration

 
NetSuite Adapter
https://docs.oracle.com/middleware/12213/adapter-netsuite/using-netsuite-adapter/GUID-C7EBFF8A-13CF-4F5A-ABAE-5032E9A31386.htm


Oracle NetSuite Adapter Capabilities
https://docs.oracle.com/en/cloud/paas/integration-cloud/netsuite-adapter/oracle-netsuite-adapter-capabilities.html


Integrating Oracle NetSuite
https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/erpia/netsuite_intro_100xbda13a64.html


Using the Oracle NetSuite Adapter with Oracle Integration
https://docs.oracle.com/en/cloud/paas/integration-cloud/netsuite-adapter/preface.html#GUID-7E890AB2-AA82-4D33-82FC-0080971DB08B


Getting Started with the Oracle NetSuite Adapter
https://docs.oracle.com/en/cloud/paas/integration-cloud-service/icsns/getting-started-oracle-netsuite-adapter.html


Using the Oracle NetSuite Adapter with Oracle Integration
https://docs.oracle.com/en/cloud/paas/integration-cloud/netsuite-adapter/using-oracle-netsuite-adapter-oracle-integration.pdf


Youtube

https://www.youtube.com/embed/vX3RGihxXO0?rel=0&autoplay=1

Other Links
https://system.eu2.netsuite.com/pages/customerlogin.jsp
https://brovanture.com/connecting-two-clouds-netsuite-to-oracle-pbcs-cloud-to-cloud-integration/
https://netsuitehub.com/forums/topic/saved-search-for-ytd-sales/

Oracle EPM FCCS - ICP Eliminations - points to remember

In preparing consolidated financial statements, we need to eliminate transactions between companies or entities included in the group for consolidation and only report results arising out of transactions with third parties. This is achieved through intercompany elimination.

To perform Intercompany Elimination in Oracle Financial Consolidation and Close Cloud Service (FCCS) below pre-requsites should be met,

Prerequisites to perform intercompany eliminations in Oracle Financial Consolidation and Close Cloud Service (FCCS)

1. Intercompany feature should be enabled while creating the application.
2. Account must be set as an Intercompany account.
3. The account must have a Plug account assigned to it.
4. Entity must be set as an Intercompany entity.
5. Run a consolidation.
6. Intercompany transactions are eliminated automatically after running consolidation in Oracle Financial Consolidation and Close Cloud Service (FCCS).

How to extract Alias details using EPM Cloud Data management in EPBCS/PBCS/FCCS Applications

Now it is possible to extract a member of a dimension and its Alias information using EPM Cloud Data management in EPBCS/PBCS/FCCS Applications.

Follow the process to use the option > Data Export to File, A target application gets created as Data Target type and complete the setup process,

For extracting the Alias - which is part of metadata use the below SQL command to extract the details 

Like Mapping -- * to #SQL 

(

SELECT DISTINCT ALIAS FROM AIF_TARGET_APPL_MEMBERS WHERE UDX = MEMBER_NAME 

)

--- Note: Replace UDX with the actual UD number from the target application dimension class.

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