Fusion ERP Direct Integration with EPBCS
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This document provides a step-by-step guide for integrating Oracle ERP Fusion with Oracle Hyperion Enterprise Planning and Budgeting Cloud Service. It covers the initialization of a source system, creation of target applications, setup of import formats, and the process of creating data load mappings and rules. Key details are included such as specific URL formats and configuration settings for successful integration.
Fusion ERP Direct Integration with EPBCS
- 1. ORACLE ERP FUSION INTEGRATION WITH ORACLE HYPERION ENTERPRISE PLANNING AND BUDGETING CLOUD SERVICE (EPBCS) Create Source System 1. From your Planning Instance Open Data Management Setup tab Application Settings In Log Level field, enter 5 Save 2. Under Register section, select Source System Add Enter Source System Name (preferred to be with no spaces) For Source System Type, select Fusion Financials Cloud 3. Click Save 4. Select your application then click, Configure Source Connection Note: First important thing you need to know is when you initialize the source system in data management, the system creates instantly an Essbase ASO cube for Fusion Financials (GL) under Target Application in the same name of Ledger (with no spaces), for example if the name of your Fusion application is “XYZ Ledger”, the application will be “XYZLedger”.
- 2. 5. Enter User Name and Password and in the URL replace “server”, with your fusion URL till .com only The URL syntax should be like this https://xxxx.fin.em2.oraclecloud.com/publicFinancialCommonErpIntegration/ErpIntegrationService?WSDL 6. Click Test Connection and ensure its successfully OK Configure 7. Select Source System Initialize In this process the system creates a Target Application (ASO Essbase) Monitor the process in the Workflow tap Process Detail Click Refresh till you see the green check mark 8. After completion, navigate to Target Application and check out your application with type “Essbase” Create Target Application Now we will create a Target Application with type “Planning” 1. Navigate to Target Application Click Add Cloud 2. Enter the required parameters for your EPM Cloud application URL: http://xxxx-xxx.pbcs.em2.oraclecloud.com/ User Name: Password: Domain 3. Click Refresh Members and Refresh Metadata Note: After the identity domain it should be fin not fs and https not http
- 3. 4. In the down section “Application Details”, configure your application dimensions a. For standard dimensions Dimension Name Target Dimension Class Data Table Column Name Account Account ACCOUNT Entity Entity ENTITY Period Period Scenario Scenario Version Version UD1 Years Year Currency Currency b. For Custom dimensions (For Example) For Target Dimension Class, select all “Generic” For Data Table Column Name, Enter values starting from UD2, UD3 … Dimension Name Target Dimension Class Data Table Column Name Asset Class Generic UD2 Asset Details Generic UD3 Employee Generic UD4 Project Generic UD5 5. Click Save Create Import Format 1. Navigate to Import Format click Add Enter Name for the import format 2. For Source, select the target Essbase application which created during the initialize process “XYZLedger” 3. For Target, select target Planning Application 4. Click Save 5. Create Mappings in the bottom section 6. Don’t forget to click Save Note: You will not find the Source System which created firstly, instead you will select the Target Essbase Application “XYZLedger” Note: The system creates default mapping, review it, and no need to create mappings for all dimensions
- 4. Create Location Create location to link the import format with data load mapping and data load rule. 1. Click Add Enter required parameters 2. For Functional Currency, enter the currency code, for example “USD” 3. Click Save Create Data Load Mapping 1. Back to Workflow tab, then select Data Load Mapping You have to create mapping for all dimensions which are valid for the target cube and all for all members. This URL from Oracle is helpful http://docs.oracle.com/cloud/latest/epm-common/ERPIA/fus_data_mapping_116x52092843.htm Create Data Load Rule 1. Click on Data Load Rule Add 2. In the Details section, enter name for the rule and for Target Plan Type, select the target cube 3. For Source Filter section, create your filters (Important Section) 4. Finally, Save Execute Enjoy Note: Don’t forget to select the desired location before creating the mapping Note: There are an automatic filters created by default, review them for all dimensions, preferred to create two Load Rules, one for Income Statement data and the other one for balance sheet data and separate them by Balance Amount and Amount Type