Some steps that can be followed while creating or customizing a role in Fusion

 Hello Everyone,

Let us see some tips that can be useful while creating or customizing a role in Oracle Fusion.

1. Before creating a custom role, search if any seeded/ Oracle provided role is close to the one you require, if you find any such go with customizing i.e., copying of seeded role and work on it. If not starting creating a new role.

            Recommending to find a close role since there will be many data security policies associated with role and underlying privileges which will be difficult to find and add if working from scratch.

2. Role name can be changed at any point of time but role code cannot be changed once we save, so make sure of the role code before doing final submit.

3. Generally we don't need to touch data security policies unless the requirement is very specific. So make sure before deleting any data security policy.

4. Unnecessary Function Security Policies can be deleted.

5. In Function Security Policies, we can see few privileges are inherited other role. These privileges can be removed only if inherited roles are removed.

6. While working on Role hierarchy tab, make sure to not remove _obi roles if corresponding role is used since these might be related to running corresponding report outputs

7. Similarly do not delete any roles with _hcm and _crm if corresponding roles are used in Role hierarchy

Query to fetch Chart of Accounts Value Set Values

Hi,

Following query can be used to see the values in Manage Values page.

 select 

fv.value,

fv.DESCRIPTION,

fv.ENABLED_FLAG  Enabled,

fv.START_DATE_ACTIVE Start_Date,

fv.END_DATE_ACTIVE End_Date,

fv.SORT_ORDER,

fv.SUMMARY_FLAG Summary,

fv.FLEX_VALUE_ATTRIBUTE1 Posting_Allowed,

fv.FLEX_VALUE_ATTRIBUTE2 Budget_Allowed,

gl.Meaning Account_type,

fv.EXTERNAL_DATA_SOURCE

from 

fnd_vs_value_sets fvvs

,FND_VS_VALUES_VL fv

,gl_lookups gl

where 

fvvs.VALUE_SET_ID=fv.VALUE_SET_ID

and fv.FLEX_VALUE_ATTRIBUTE3 =gl.lookup_code

and gl.LOOKUP_TYPE='ACCOUNT TYPE'

Importing Custom Roles along with Data Security policies

 Hi

This blog is in continuation to the post "Exporting custom roles along with Data Security Policies". Please check it before this post.

Step 1: Go to Setup and Maintenance

Goto Task list and click on Manage Configuration Packages

Click on "Upload"

Choose the Configuration package downloaded in the previous post and click on get details

Click on Submit

Step 3: After Upload is successful, Click on Import Setup Data

Click on Submit

Once it is Completed Successfully, role has been successfully migrated

Exporting custom roles along with Data Security Policies

 Hi

This blog is regarding exporting custom roles from an instance.

Step 1: Goto setup and maintenance > Click on Manage Implementation Projects

Step 2: Click on + and create new implementation project

Specify Name and click on Save and open Project

Click on + sign again

Search Tasks

Search Manage Job Roles , select and apply

Search Manage Data Security Policies , select and apply

Click on Done

Step 3: Now Setup and Maintenance and click on Manage Configuration Packages

Click on + sign and create new configuration package

Select the Implementation Project created in the earlier step

Click on Next

Change Application Data Security Policy from 150 to 350

Select Function Security Custom Roles and click + sign at the scope level

Search for custom role name that has to be exported and click on apply

Click on Submit

Step 4:  Under Export and Import process, check status, if it is Completed Successfully , click on Download , click on Download Configuration Package. If Status is In Progress or Not Started , wait till Completed Successfully appears

Query to fetch Supplier Attachments

 Hi

Following query can be used to see Supplier Attachment related details in Fusion.

select psv.SEGMENT1 Suppliernumber,

          fdv.FILE_NAME, 

      fdv.TITLE,

  fdv.URL

from 

fnd_attached_documents    fad,

fnd_documents_vl               fdv,

POZ_SUPPLIERS_V         psv

WHERE  1=1

AND    fad.document_id = fdv.document_id 

AND    fad.entity_name = 'POZ_SUPPLIERS'

AND    fad.pk1_value                             = psv.vendor_id

How to remove Data Access for a User in Fusion

 Hi,

In this post let us see how to remove data access that is assigned to a user.

Go to Tasks > Search

Search for the task "Manage Data Access for Users"

Click on "Users with Data Access"

Give Username and Click on Search

We can user and their data access for their roles

Select the row which has to be removed and go to Actions > Click on "Revoke Data Access Assignments"

Done.. Data access removed. 

Exploring Data Model in Fusion

 Hi,

In this post, let's explore Data Model.

Data Model in fusion is the place where you write you are code.

To create a data model, go to reports and analytics > create / New > Data Model

This is how Data Model looks like

Click on + sign under Diagram Tab,

Now click on Sql query

After you click on sql query, this is how your screen looks like

The above pop up is called Data Set.

We can create any number of data sets in a Data Model in Fusion as per the requirement.

Highlighted yellow region is the place where sql code is placed

Things required apart from entering code here is 

Name - enter any name related to the code

Data Source - We have 3 types of Data Sources in Fusion in general

We need to select data source based on the module we are working

1. ApplicationDB_FSCM - This is used when we need to work on Finance or Supply chain related modules

2. ApplicationDB_HCM - Used for Human Capital Management related sql codes.

3. ApplicationDB_CRM - For CRM related modules

Type of Sql - We should use Standard SQL

After you enter your sql code and these details , click on ok.

Example:

This is how we can see

"Test" which we gave for the data set can be seen on the left hand side. And columns used in select clause are seen in this G_1. G_1 means group1.

Click on Save to save the data model

It will ask where to save the folder.

Select a Location and click ok

Checking data in Data Model:

go to Data tab

Select number of data records you want to see and click on "View"

you can see the data.

Useful Privileges in Fusion

 Hi

In this post, let us see some useful Roles and Privileges in Fusion.

Financial Application Administrator - Useful Role for all the configuration setups related to Finance like General Ledger, Payables, Expenses and so on.. Also useful in order to FRS space

Functional Setups User - This is an abstract role used when we need to see offerings and setups in setup and maintainance

This role inherits following Privileges

   Setup and Maintain Applications- This privilege enables setup and maintenance  link under adminstration in user login 

   Review Applications Offering & Execute Setup Tasks - These privileges are useful to  access offerings and setup tasks

View Administration Link - This privilege is useful for seeing administration link under user login

Useful Seeded Roles:

Accounts Payable:

Accounts Payable Specialist

Accounts Payable Payment Supervisor

Accounts Payable Supervisor

Accounts Payable Manager

Accounts Payable Invoice Supervisor

Supply Chain Execution:

Cost Accountant

Exploring Reports and Analytics in Fusion

 In this post, we shall see how to access reports and analytics page and some options in it

Open Fusion instance,

This is the home page

go to tools > reports and analytics

Click on Browse Catalog

This is Analytics page

Another way to access this page is to change edit fusion url like after  ".com/" remove the remaining url and add "analytics" and press enter

Now Let us explore few options in it;

Home : 

This is the place where we can see recently worked reports and data models

Catalog:

This is where we can see all the different reports, data models present both seeded and custom one.

Generally, Fusion has folder structure in Catalog page

 My Folders

Shared Folders

My folders is to save individual work and it cannot be accessed by other logins

Shared Folders is where any user login can see the work placed in it.

Shared Folders is arranged into multiple folders, any custom report and data model is placed in Custom Folder.

Data Model: Data Model is the place where we save our SQL query to be used to the report.

Create / New: In few version this is called New button and in recent version it is "Create".

Analysis- used to created OTBI / Subject area reports

Dashboard - used to create dashboard which is set of few Analysis reports

Report - Used to create report

Data Model- Used to create a data model used for creating reports

Report Job - used to schedule reports so that they run on that time.