Oracle ERP, HCM & PPM Cloud: How to bring it all together in EPBCSMichael Hylton
Previously, former Planning on-premise users would dive right into Financial Data Manager Enterprise Edition (FDMEE) or Data Relationship Manager (DRM), toss in some SQL routines and magically complete the integration. Now with Cloud environments, users have an “FDMEE Light” option called Data Management. Data management works well for the occasional load; however, if the data loads aren’t coupled with metadata updates, those loads are subject to errors that could cause time-consuming process stops.
So, how can you avoid this?
Automating the Process
EPM Automate allows users to have an automated process that loads multiple times a day while simultaneously processing metadata and data. It uses load commands to update metadata prior to loading data in a synchronized process with enhanced logging. In addition, EPM Automate can load files using MS-DOS, Microsoft Scheduler and other scheduling applications already a part of the user environment. With this newfound flexibility, users will be able to leverage existing tools and skills within their organizations to enhance administrative processes.
For example, let’s say you’re utilizing the Oracle Financials Cloud, and you need to build a budget and reporting application in EPBCS. One key requirement of these tools is that ERP Cloud and EPBCS use the same Entity and Chart of Accounts structure. As the EPBCS Administrator, you must ensure all updates to the ERP Cloud structures are captured in EPBCS; the key is knowing when changes have been made.
The thing is, you might not know that a change has been made at all.
As an administrator, there is nothing worse than being in a close cycle when the EPBCS data load fails. Your notifications are overflowing with demands for updated data, then you come to find out the failure was caused by a new account being added to the General Ledger and you were not notified of this addition. So, how do we keep this from happening in the first place?
BIAS has a Solution for You
Our solution utilizes EPM Automate commands and other Oracle Financial Cloud tools to create metadata load files updating all dimensions, including attribute dimensions and Smart Lists as needed. In addition to the metadata loads, we incorporate data loads for a full end-to-end refresh of the application. To complete the process, we script in business rules and enhance logging to provide a robust audit trail. This helps to round out the enhanced capability of the BIAS solution.
Furthermore, to make Administrators lives easier, we will script EPM Automate to match the needs of users and reduce the chance of data load errors. This will also significantly improve the overall user experience.
BIAS offers EPM Consulting and a complete suite of Hyperion Managed Services around the Oracle EPM Cloud/Hyperion toolkit and framework. This allows clients to leverage our extensive knowledge of middleware, servers and shared services, as well as highlight our ability to architect performance and integration with other Oracle EPM/Hyperion products.
Contact us to learn more.