Oracle Hyperion Financial Management Tips And Techniques

Phased Submissions

There are times when you would not want to promote the entire chart of accounts. You may want to promote the trial balance on one day of the close and then supplemental accounts later in the close. Phased Submissions allows you to do this. It is really an extension of Process Management that enables you to group the process unit into different phases.

There are a maximum of nine submission phases in the review process. This can be defined in the metadata file, both by account, ICP, custom, scenario, and in the application settings. The process defines how it might work differently by period. There are some parts that should always be the same. When you first promote an entity, you want to take from “Not Started” to “First Pass.” ...