Oracle Fusion

Useful Privileges in Fusion

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.

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

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.