Monarch Bioenergy needed to create core Finance, Supply Chain, and Project Management processes that would support alternative energy commodity billing and operations. Achievements: Implemented Oracle Cloud ERP Financials, Oracle Cloud SCM Procurement and Inventory, Oracle Project Portfolio Management, and Oracle Cloud EPM. The solution went live in 2023 after a seven-month implementation using Perficient’s Agile Based Cloud Implementation Framework. Sunset Legacy processes in ViewPoint Transformed and converted Inventory Items, Customers, Suppliers, Fixed Assets & Projects from ViewPo ..read more

If you have worked with EPM Pipelines, you know how incredibly relevant it is for customers who do not have the resources for data integration automation. It has been a saving grace for streamlining tasks and data load processes within the EPM application itself. However, one important element that had been missing from it was a comprehensive scheduling option. Many of us found ourselves eagerly waiting for Oracle to introduce a scheduling option that could give way to complete automation. In the September 2023 update for the Freeform Planning and Planning modules, Oracle added a Pipeline jo ..read more

You can create a series of stages in an EPM pipeline, where each stage contains one or more jobs that perform actions like data loads, rule executions, file operations etc. By organizing these jobs and stages in a single Pipeline, EPM customers can streamline their business processes into executable “workflows”.   But what if one of the jobs fails causing the corresponding stage to fail? There could be several reasons for that to happen – a connection issue, invalid credentials, or a data issue. Whatever the reason is for a failure in a Pipeline, the whole workflow comes to a stop. Now ..read more

EPM Pipelines is quickly becoming a very useful addition to the arsenal of many of our Oracle customers. It is especially important for those users who do not have dedicated personnel or server-related resources to automate their daily business processes. In my recent blog, I detailed how to create a Pipeline to perform data load related activities in a workflow. In this blog, I will discuss a few additional features in Pipelines that will help you enhance your data integration experience. Clear Cube Job Type Users can now use a Clear Cube job type to clear all or specific data from a cube ..read more

Pipeline variables are a way to feed runtime parameters to your Pipeline jobs. They can be selected from a predefined set of out-of-box variables or custom-defined. You can define values for these variables that are then used during run time by individual jobs (Read more about creating Pipeline variables in my recent blog). In this blog, I am going to discuss a neat trick for deriving your pipeline variable values from the application Substitution Variables. This way you can make your run time values dynamic instead of using a hard-coded value.   This option is available only in Financi ..read more

In Oracle Cloud Infrastructure (OCI) / Gen 2 architecture, OAuth 2 access tokens are used to issue REST APIs on EPM Cloud to fulfill the requirement of avoiding the use of passwords in the environment. After the REST client has been registered the Refresh token is obtained using the Identity Cloud Service URL (IDCS URL), scope, and client ID. Details of the process can be found in the Oracle document. While working on setting Refresh token for a client, we worked our way through few errors and thought of sharing the knowledge with everyone. Below is an elaboration on the errors that can occu ..read more

Oracle’s EPM September release contains three key updates. These three updates impact Smart View users, customers using Data Management, and those using journals within Financial Consolidation and Close. Continue reading below for explanations of each!   Smart View – Drill to All Levels in Base A new option named “Drill to All Levels in Base” within Application Settings permits users to drill down beyond shared members; essentially this allows for drilling into the base hierarchy members beneath the shared member. This is a great enhancement for users who frequently need to drill into th ..read more

Automation is a critical aspect of any mature technological platform. Oracle’s recent updates to their EPM Cloud offerings include several new and exciting automation capabilities. Continue to read below for explanation on several of the noteworthy enhancements.   New and Improved EPM Automate Commands cloneEnvironment – Provides ability to clone the environment.  The UsersAndPreDefinedRoles optional parameter identifies whether to clone users and their role assignments. invalidLoginReport – Produces the Invalid Login Report listing the failed attempts to sign into the environment o ..read more

Essbase is a premier finance product and an excellent choice for Fortune 500 companies. However, Essbase can now be found powering many of Oracle’s Enterprise applications—from Fusion SaaS and EPM SaaS applications to on-premises custom analytic applications to Bespoke planning with Essbase on OCI. This can lead to confusion when trying to decide which form of Essbase to implement. Should you move to a full SaaS deployment of Essbase with free-form Planning, or move to an Essbase 21c standalone OCI cloud configuration? Join us and gain insight into the benefits of deploying Free-Form Planning ..read more

With support for Oracle Hyperion Financial Management (HFM) coming to an end in 2021, organizations have a big decision to make this year as Hyperion Financial Management (HFM) has been the main resource for many businesses to automate their financial consolidation and close processes. As organizations may hesitate to make the jump to Oracle’s Financial Consolidation & Close (FCC) our team is here to debunk the myths about this new cloud service. Built upon aspects from HFM, FCC can offer your organization more functionality and an expansion on HFM applications. In this webinar, Don Ford ..read more