Creation of custom schedule process in Fusion application

Creation of custom schedule process can be done in 2 ways

·         Copy the existing schedule process

·         Create a custom process from scratch.

Copy the existing schedule process:

Login to application

Navigate to setup and maintain ace

 Search for task “Manage Custom Enterprise Scheduler Jobs for <Application>”

Let us copy a schedule process of financial application

So search for task “Manage Custom Enterprise Scheduler Jobs for Financial%”

Search for a Schedule process from financial application.

Select the process  --> Actions  -->  Duplicate

Edit the Duplicated schedule process.

We can edit the existing display name of schedule process, Give the name of schedule process.

And always path of custom process should be ” /oracle/apps/ess/custom/”.

Modify all the changes required and click on Save and Close

We can even change the ReportID of schedule process if you need to change the report.

Create a custom process from scratch:

Create a report in the Reports and Analytics.

Check if the report is running as expected from reports.

Copy the path which report is located.

Let us create a custom schedule process in SCM application

Login to application

Navigate to setup and maintain ace

 Search for task “Manage Custom Enterprise Scheduler Jobs for Supply Chain Orchestration”

We get a page to create a new Job

Enter the details as below as of our requirement.

Field	Value
Display Name	Yield Report
Name	YIELDRTP
Path	/oracle/apps/ess/custom/Supply Chain Management/
Application	Application Toolkit
Description	Custom Yield Report
Job Application Name	FinancialsEss
Submission from Enterprise Manager	Yes
Job Type	BIPJobType
Default Output Format	PDF
Report ID	/Custom/Supply Chain Management/Yield Report.xdo
Enable submission from Scheduled Processes	Yes

For adding parameters click on ‘+’ in parameters.

Field	Value
Parameter Prompt	Organization
Data Type	String
Page Element	Text Box
Tooltip Text	organization name

Create all the parameters required and reorder them in the order same as in the reports and save the schedule process.

Now go to schedule Process and submit the schedule process.

Importing items using FBDL template

Step-1 :

Download the FBDL template from path below link for release 12

http://docs.oracle.com/cloud/farel12/scmcs_gs/OEFSC/Item_304532742_fbdi_20.htm#304532742

Fill the FBDL template as per the data provided.

And click on generate csv in first tab in excel sheet, A .zip file will be created.

Step-2 :

Login to application and navigate to tools à File Import and Export 

Browse the zip file created in step-1 and give the account as ‘scm/item/import’

Step-3 :

Navigate to Tools à Schedule process

Submit a schedule process ‘Load Interface File for Import’.

Give the import process as “Item Import” Select the file uploaded in step-2 and click on submit.

This import data into interface tables if this process errors correct the data in FBDL template and report the steps.

It will trigger a schedule process for each csv file in the Zip file generated.

Step-4 :

Submit a schedule process ‘Item Import’.

Give the Batch Id as parameter which is provided in the FBDL template.

Navigate to product Management à Product information Management.

Search for the item in the application

Roles in Oracle Fusion Applications

In oracle fusion the security access is provided using Role-Based Access Control (RBAC). A role provide users with permissions to application resources.

1. In a RBAC model, users are assigned roles.
2.  Roles has security policies and privileges to access and process application resources. 

Below are the types of roles:

·         Duty roles

·         Job roles

·         Abstract role.

Duty roles:

Duty roles represent the duty of a user. Let us say creating journal is a duty the duty role ‘Journal Management’ has the privileges to perform the duty. Duty roles are composed of security policies which grant access to work areas, dashboards, task flows, application pages, reports, batch programs, and so on.

Duty roles can also inherit other duty roles. You can also create custom duty roles. You can't assign duty roles directly to users.

Job roles:

Job roles represent the job functions in your organization. Let us say Managing Accounts Payable department is a job then the Job role ‘Accounts Payable Manager’ role has all the

Duty roles to perform the job of managing accounts payables department. Duty roles are composed of security policies and Duty roles.

Job roles can also inherit other Job roles and duty roles. You can also create custom job roles you can assign job roles directly to users.

Abstract roles:

Abstract roles represent a worker's functions in the enterprise independently of the job they do. The following are examples of abstract roles used in Oracle

·         Employee

·         Participant

Job role and abstract role are also known as External roles.

Data Role is also known as Application Role

Role Inheritance Rules

·         External roles can inherit privileges from subordinate external roles and application roles.

·         Application roles can inherit privileges from subordinate application roles but not from external roles.

As illustrated in the following figure, users are assigned job and abstract roles, which inherit application roles of the same name. The top-level application roles in turn inherit duty roles and their associated privileges.

Accessing the Security Console:

To access Security Console the user must have job role IT Security Manager.  We can open the

Security Console from Tools à Security Console from home page or Navigator.

The below tasks can also performed from Setup and Maintenance work area.

• Manage Job Roles
• Manage Duties
• Manage Data Security Policies.

Schedule process ‘User and Role Access Audit Report’ gives the XML and csv  format  report of the function security privileges and data security policies for a specified role or all roles,  for a specific user or for a range of users based on the parameters provided.

Customizing Security:

If the predefined security reference implementation doesn't fully represent your enterprise, then you can make changes as per our requirement.

We should not edit the predefined roles, these roles are prefixed by ‘ORA’  in the role code.

During each upgrade, predefined roles are updated to the specifications for that release, so any customizations would be overwritten. Instead, use one of these options:

• Copy the predefined roles and edit the copies in the Security Console.
• Create custom roles from scratch in the Security Console.

In security console we can edit or copy the role from the below shown screen

To create a role from scratch click on create role in the security console

Creating Journals using Spreadsheet in Fusion application

Step 1: Login to Fusion Applications

 

Step 2: Click on Navigator à Click on the Journals under General Accounting

 

Step 3: On the right hand side,Click on the Tasks icon and then click on Create Journal in Spreadsheet

Step 4: Save the file.

   

Step 5: Open the Spreadsheet ,click on Enable Editing . Click Yes to connect to the Application and then enter the login Credentials.

 

Step 6: Fill the Journal Entries into the sheet and then Click on Submit

 

Note:
•    The Total Entered Debit and Total Entered Credit must be equal.
•    Make sure to fill in all the Mandatory fields( i.e. * marked fields)

The following screen appears:

Based on the requirement ,select any suitable options and click on Submit.( In this test case we have selected Submit Journal Import)

 

**If the rows have been submitted ,the Row Status is shown as Row Inserted Successfully.

 

Step7: A Confirmation Message is displayed. Click OK

 

View the Journals in Applications:

Click on the Navigator--> Click on the Journals under General Accounting .

 

Search for the Journals Created using the appropriate fields.

The journals can be viewed in the rows below