To include asset-related expenses such as depreciation, amortization, and insurance in Financials reporting within Oracle Planning 2024 Implementation, integration between the Capital and Financials modules is required. The correct setup involves enabling integration from the Capital module to share expense data with Financials.
A. In Capital, for Expense, enable Integration with Financials: This option activates the integration feature in the Capital module under the Expense section, allowing asset-related expenses (e.g., depreciation, amortization, insurance) to be automatically pushed to Financials. Once enabled, Capital maps these expenses to the appropriate Financials accounts, ensuring seamless reporting. This is the standard method outlined in Oracle documentation for sharing Capital data with Financials.
B. In Financials, on the Enable page, in Map/Rename Dimensions, add a custom dimension called Assets: Adding a custom dimension in Financials is not the correct approach for integrating Capital expenses. Custom dimensions are for extending dimensionality, not for enabling data sharing between modules.
C. In Capital, on the Configure page, select Map Capital Accounts and map capital accounts to the corresponding account in Financials: While account mapping is part of the integration process, it is a subsequent step that occurs after enabling integration. The primary action is enabling the integration itself, not just mapping accounts.
D. In Financials, in the Asset Expenses Wizard, map each component to a Financials account: There is no "Asset Expenses Wizard" in Financials for this purpose. The integration is driven from Capital, not through a wizard in Financials.
References
Oracle Enterprise Performance Management Cloud Documentation: "Administering Capital – Integration with Financials" (docs.oracle.com, updated 2024). Specifies that "enabling Integration with Financials under Expenses in Capital" is required to share depreciation, amortization, and insurance expenses.
Oracle Planning 2024 Implementation Study Guide: Notes that enabling integration from Capital’s Expense section is the key step for including asset-related expenses in Financials reporting.
