Customizing Oracle Seeded Report in Fusion

 In this post let us see what is Seeded Report in Oracle and customization of seeded report.

Seeded Report: Already pre-defined reports are provided by Oracle

Where can we see these reports: These reports can be seen from "Reports and Analytics page" and in "Shared Folders".

There will be folders for each module where we have corresponding Seeded Reports.

Customization: 

If we need to make any changes to these seeded reports like adding few more new fields or removing some columns, make changes to templates.

To do all these changes, we need to place the report in "Custom Folder" under "Shared Folders" since we should not directly make any changes in Oracle Provided reports.

The process of copying the seeded report and its data model to Custom Folder is called Customization.

Where to place the report in Custom Folder: When we do this process Oracle automatically places the report in Custom Folder. In custom folder, if already that module folder exists it will get placed into it or else folder for the module and all other required folders will be created.

Let us see the steps:

Step 1: Go to "Reports and Analytics" page

URL will be similar to this when you are accessing this page: fusionurl/analytics/saw.dll?bieehome

fusion url means instance url.

Change this url to fusionurl/xmlpserver , press enter

Navigate to the corresponding folder,

Click on Catalog

I am trying to customize Purchase Order Report,

Go to Shared Folder > Procurement > Purchasing 

This is the Purchase Order Report

Click on More > Customize

 

That's it done. Now Report will be placed in Custom Folder > Procurement> Purchasing

Go to fusionurl/analytics/saw.dll?bieehome and check the path.

For datamodel from fusionurl/analytics/saw.dll?bieehome, you can copy  from the Shared Folder > Procurement> Purchasing > Data model and paste in Custom Folder > Procurement> Purchasing >  Data model.

Now you can do required changes in the report and data model

How to Export Custom Roles in Oracle Fusion

 Hello Everyone,

This short post is regarding exporting custom roles in Oracle Fusion.

Note: We cannot export "Data Security Policies" through this method.

This will be useful to export Function security policies, other custom roles, duty roles and other roles added to it.

Step 1: Go to Login > Setup and Maintenance

Step 2: Switch to Financials > Users and Security

Step 3: All tasks under Users and Security can be seen, click on Actions for Manage Job Roles

Step 4: Click on Export to CSV File

Click on Create New

Step 5: Following screen appears, change process name and description as per your need.

Click on Add

Search for the required role

After role appears, click on check box  to select the role > Apply

Check if the role is added and submit process

Following pop-up appears > click ok

Process has been submitted. Check if export is completed and download

Step 6: Go to manage job roles > Actions > Export to CSV File > View All

Check with process name given, if is still under processing click refresh to see updated status until "Completed Successful" status is seen

Now click on Actions > Download > CSV File Package

Adding Banner in Fusion Instance

 Adding Banner in Fusion Instance

with few simple steps, we can add Banner in Fusion Instance.

Banner is nothing but "A message displayed at the top of the Instance"

Example : You are using Prod Instance

Adding Banner

Login to Application > setup and maintenance> Tasks> click on search

Search for Manage Administrator Profile Values Task

Open it and search for FND_BANNER_MESSAGE in Profile Option Code

Select first one in search results i.e., FND_BANNER_MESSAGE under Profile Options

Click on Create icon (+) under Profile Values

Enter "Site" for Profile Level and "Any text you want to display" for Profile Value

Save and Close

Previewing Data in FRS without Saving the Report

 Generally in any report we see the output after saving the report. Issue is like if any changes has to be reverted it will be difficult, so FRS provides us options to preview data without saving the report.

We can see the output in either HTML format or PDF Format.

HTML Format:

Open any existing report

goto File > HTML Preview.

This opens report output in a new window.

This how output appears, since I didnot select any values for any segments we cannot see any data

PDF Preview:

Open any existing report

goto File > PDF Preview.

This opens report output in a new window.

Output in PDF Mode

Opening FRS Web Studio

 Hi Everyone,

In this post let us see opening FRS Web Studio.

This is online tool that can be opened from Fusion Instance itself.

Step1: Login to Fusion and open Navigator

goto Others > Financial Reporting Center

Step 2: goto Task list > Open Workspace for Financial Reports

Step 3: goto Tools > Launch Financial Reporting Webstudio

This is how page looks after this

To create a New report: goto File > New > Report

Every report contains 3 parts Header, Body and Footer

Downloading FBDI Template

 FBDI stands for File Based Data Import

FBDI can be used to load data in large volumes.

It is an offline application.

To get an FBDI template, follow these steps

Search for Oracle Fusion Financials FBDI templates > open the following link

Scroll down to required one, consider for AP_Invoices

For AP_Invoices, select Payables Standard Invoice Import. Highlighted .xlsm file is required fbdi template, download it.

If you scroll bottom to the page,

   we can see scheduled process and Interface Tables used in this load.

Differences between File Adapter and FTP Adapter in OIC Integrations

 Following are the differences between File and FTP Adapter

FTP Adapter:

We can create encrypted by using PGP

We can use decryption using PGP

For Trigger connection requires connectivity agent or else use a scheduled orchestration which can use ftp as invoke connection.

Supports Invoke connection

Supports Read, Write, Read in Segments, List, Download, Move, Delete operations

Can be used for FTP or SFTP server except if they are private requires Connectivity agent.

File Adapter:

We cannot create an encrypted file 

We cannot create a decrypted file

Supports trigger connection

Supports Invoke connection as well.

Supports only Read and Write operations

Requires OIC Connectivity agent