Financial Planning
Discussion List
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How to import Average FX rates from Financials to Planning in the new Exchange Rates integration?Summary: We are unable to get Average FX rates in the new Exchange Rates integration, when loading data from Financials to Planning. We are getting Closing FX rates, but… -
IDR learnings will migrate production to test automatically?Summary: when the Production to test clone is happened, in this process whether IDR learnings also be transferred or not? Content (please ensure you mask any confidentia…
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Export Budget data from EPM to ERP Cloud Budgetary controlSummary: When I try to export data from EPM to ERP, I get an error: [NULL ACCOUNT VALUE] Content (please ensure you mask any confidential information): Hello everyone,I'… -
How to bring budget data from EPM to back to Oracle GL and where to store that so that we can use thSummary How to bring budget data from EPM to back to Oracle GL and where to store that so that we can use the budget data in the FRS report out of GLContent How to bring…
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Data retrieval time in SmartView for Level 0 member is worse than for its ancestorSummary: Say I have a retail operations database with an Employee Type dimension that has three children: Employee Type Customer-facing employees (CFEs) Back office empl…
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Does Project Benefits flow to financials in EPMI am trying to pull financial benefits from projects to Financial Planning Module. In the Projects configure page I have a seeded form named Project-Finstmt Mapping. In …
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EPM financial planningSummary: Pull all the comments available in EPM financial planning form into web report Content (please ensure you mask any confidential information): Hi all, I want to …
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Random values for Smart List memberSummary: Random Values (looks like garbage values) are gettting displayed in webform for the Smartlist Account Member Content (please ensure you mask any confidential in… -
Automatic Escalation Using Task ManagerSummary: Business Requirement to maintain and monitor the Budget Cycle to make sure that all tasks completed on time and automatic Escalation mail to be triggered in cas…
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@REMOVE is not working with Shared hierarchiesSummary:@REMOVE is not working with Shared hierarchies Content (please ensure you mask any confidential information): I am trying to remove currency rates, Mexico hierar…
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Why is the dimension mapped in the cube, but not available to be used in forms?Summary: The intercompany (ICP) dimension has 13 members in total. In FS cube I can see all 13 members mapped in the cube. In BankRPT cube, even though I can see all 13 … -
How to use retained earnings account in a balance sheet account structure?Summary: The IS Retained Earnings account we use has a formula (@SUMRANGE ("MACC_99999",Jan:@CURRMBR (Period))) in FS cube. When I try to add this account to the hierarc…
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Why doesn't leaf level data in financial forms, roll up to top level dimensions?Summary: We have data uploaded for plan and actuals in financials at leaf level. When we select the specific POV we can see the data uploaded, but when we filter for top…
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SUGGESTIONS - forecasting vs actuals account granularityhi Team want your suggestions. Our client does forecasting at a different level of accounts v/s the Actuals flow in. What are the recommended approach in EPM Cloud and w…
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How to Check if member from Plan1 exist in Plan2?Summary: Problem : Customer is copying data from one plan to another plan in planning application. Now some dimension member do not exist in target plan type. Do we have…
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real world hybrid app form performance experiencesSummary: I'm looking for general experiences with full hybrid (all parents dynamic) cubes . I have a small app, dims having the following counts: dim 1: 20 dim 2: 1,200 … -
Audit availabllity at User LevelSummary: Hello, As of now in planning, System Administrator can view the Audit for all the users in the system and export it as a report. Is there a way to make Audit op…
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Can we change the column header name that appears on form?Summary: I have three columns in the same form that use "OFS_Load" plan element. All three columns appear in the form with header "Load". How can I change this? Content …
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What is the OOTB rule applicable for balance sheet planning?Summary: I'm developing a B/S planning sheet using OOTB forms in EPBCS. Please let me know which rules need to be run to generate forecasts for B/S. For I/S, I ran the "…
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How to use insightsSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Not able to Hide Prompt when a Ruleset consists of two business rules from different cubesSummary: Though all the "Hide Prompt" properties are ticked still the user gets the prompt when executing from the actions menu Content (required): We have a requirement…
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Like Mapping issue in fdmeeSummary: Like Mapping how to assign one to one mapping first then other source member linked to dummy member Content (please ensure you mask any confidential information… -
Why All Years member is set as Dynamic Calc and Two Pass in Modules BSO?Summary: Why All Years member is set as Dynamic Calc and Two Pass in Modules BSO? Content (please ensure you mask any confidential information): Why All Years is set as … -
Trend Based Calculations not working for the forecast periodSummary: I'm trying to generate a six-year forecast in EPBCS "Trend Based Expense Planning" form, but the forecast results are not generating even though I have done con…
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Can we update this valid intersection in EPBCS?Summary: Please let me know if we can update this valid intersection in EPBCS? Content (please ensure you mask any confidential information): Version (include the versio…
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Setting up SAML SSO with Azure AD and Oracle EPBCS/PBCSSummary How to guide on setting up Single Sign On with Azure AD for Planning CloudContent Azure Active Directory (AD) is Microsoft’s directory and Identity and Access Ma… -
Automation of user variable limits/definitions?Summary: Is it possible to automate additions of new members in user variable definitions? Content (required): We have a number of user variables to assist in the limita… -
Operational data to EPM PlanningSummary: If we have to source Operational data and forecast demands specific grants, is it possible in EPM? Content (please ensure you mask any confidential information)…
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FCCS Groovy: How to properly write CSV files to outbox?Summary:I'm trying to write a Groovy script for FCCS that retrieves data from an external API and writes it to CSV files in the outbox, then triggers a data load rule. I…
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Help - Trend Based Revenue PlanningSummary Trend Based Revenue Planning - Trend is not being calculatedContent Hello Everyone, Loaded data into "Actuals (Scenario) > OFS_Load (Plan Element) > Working (Ver…