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How can I assign a string value to an account in Oracle EPM cloud using a business rule?

Nazan ÖzçelikApr 25 2025

Hello,

I have a requirement where I need to assign string to a text account member. I am trying to write a string to a text-type account member.

Here is the logic I would like to implement:

  • Take the first 3 characters of the Entity member (e.g., "ENT1" → "ENT")
  • Take the last 2 characters of the Year member (e.g., "FY24" → "24")
  • Take the last 3 characters of the ProjectItems member (e.g., "PRJ-001" → "001")
  • Combine them into a string like "ENT24001"
  • Assign this string to the text member, which is a text data type

I am trying to achieve this using a business rule or calculation script.
Is it possible to write a string value to a text account in this way?
If so, what is the recommended approach for this in EPM Planning (PBCS/EPBCS)?

Any guidance, examples, or alternative methods would be greatly appreciated. Is it possible to do this without using a SmartList?

I’m using functions like @SUBSTRING, @NAME, and @CONCATENATE to combine parts of Entity, Year, and ProjectItems to generate a custom text member like ENT24001. Then I assign this string to the text member. But I didn't work.

Thank you in advance!

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