Where’s My POV Locking in FDMEE? With Patch Set 520, it’s Here

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.

01_FDMC_POV_Lock_All

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.

02_FDMEE_App_Settings

Step 2)  From the Target Application drop down, select the target application for the category and period you wish to lock.

 03_FDMEE_App_Settings_Tgt_App

Step 3)  On the Settings header bar, you will notice two new buttons: Lock POV and Unlock POV.  Click the Lock POV button.

04_FDMEE_Lock_POV

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.

05_FDMEE_Lock_POV_All

Step 5)  You will be notified with a message indicated that the POV has been locked.

06_FDMEE_Lock_POV_Ntfctn

 

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.

07_FDMEE_POV_Lock_Err_Msg

Now, it would have been cool if the .520 release included the POV lock symbol like FDM Classic, but it doesn’t.  I’m assuming this will come in 11.1.2.4.

08_FDMC_POV_Lock_Icon

 

Unlocking the POV in FDMEE

The steps for unlocking the POV are essentially the same, except you select the Unlock POV button.

09_FDMEE_Unlock_POV_All

 

Locking / Unlocking Individual Locations: Coming Soon

FDM Classic includes the ability to lock and unlock individual locations for a specified category and period.  Clients often use this as the final step with financial controls.  FDMEE doesn’t include the ability to lock and unlock individual locations – yet.  It’s coming in 11.1.2.4.

10_FDMC_POV_Lock_Loc

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