by Doug Correa | 09 11, 2014 | EPM, FDM, FDM Classic, FDMEE
For many legacy FDM clients, locking the point of view is a vital step in the close process. By locking the point of view, the FDM administrator can ensure that end users don’t modify data for the specified category and period. Since the initial release of FDMEE 11.1.2.3.0 the Oracle Product Development Team for FDMEE has been working hard to incorporate any missing key functionality from FDM Classic. POV locking has been on the wish list since the dot zero release. With the patch set update 11.1.2.3.520, it’s available. How to Lock the POV in FDMEE After installing the .520 PSU in your environment, using POV locking couldn’t be easier. Here’s how it works. Step 1) In FDMEE, go to Setup tab and select Application Settings from the Configure task area. Step 2) From the Target Application drop down, select the target application for the category and period you wish to lock. Step 3) On the Settings header bar, you will notice two new buttons: Lock POV and Unlock POV. Click the Lock POV button. Step 4) The Lock POV for All Locations dialog box appears. On the dialog box select the category and period you want to lock and click OK. Step 5) You will be notified with a message indicated that the POV has been locked. Attempting to Import Data for a Locked POV If you attempt to import data for a locked point of view, you receive an error message indicating the POV is locked. Now, it would have been cool if the .520 release included the POV lock symbol like FDM Classic,...
by Doug Correa | 09 04, 2014 | FDM, FDM Classic, FDMEE
FDMEE PSU 520 is Here! Oracle has released FDMEE Patch Set Update (PSU) 11.1.2.3.520. You can download PSU 520 from the My Oracle Support portal. PSU 520 applies to all supported platforms for FDMEE, including Windows, Oracle Solaris, and Linux. See the corresponding Read Me file for details on My Oracle Support. Features and Fixes Galore PSU 520 fixes a fair number of reported defects – 50 in all. Patch Set Update 11.1.2.3.520 also introduces 5 new features for FDMEE. One feature creates even greater parity between FDM Classic and FDMEE – Point-of-View Locking. POV Locking The inclusion of Point-of-View (POV) Locking will be of great interest to customers considering an upgrade from FDM Classic to FDMEE. As FDM users are aware, locking the POV prevents locations from modifying their data. For many FDM customers POV locking is an integral part of the close. I’ll have more info on this feature in a future blog post as I have a couple of clients upgrading from FDM Classic to FDMEE that rely on this feature. Updated Admin Guide An updated FDMEE Administrator’s Guide hast been released. You can find the .520 administrator’s guide on the Oracle EPM Release 11.1.2.3 Documentation Library. I’ll keep you up to date on findings as I test 520 in our lab...
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