Oracle Fusion

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.

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

Printing parameter values in Excel Template when All is selected

Hi Everyone,

In this post let us see how we can show values in Excel Output when parameter value is empty.

We dont get any value in parameter when we select All values in the Report and in the report All is linked with Null Values.

Let us see sample XML

<?xml version='1.0' encoding='utf-8'?>

<DATA_DS><BU/>

<G_1>

<INVOICE_NUMBER>1</INVOICE_NUMBER><BUSINESS_UNIT>test1</BUSINESS_UNIT>

</G_1>

</DATA_DS>

If we see above xml data BU tag dont have any value.

Let us see how we can we handle this in Excel Template.

<xsl:choose>

<xsl:when test="DATA_DS/BU!="">

<xsl:value-of select="DATA_DS/BU"/>

</xsl:when>

<xsl:otherwise>Print required value

</xsl:otherwise>

</xsl:choose>

Above code checks if BU value not equal to Null.

<xsl:when test="DATA_DS/BU!="">

If it is not equal to Null, then prints Bu value

<xsl:value-of select="DATA_DS/BU"/>

If it is Null, then print whatever value we need

<xsl:otherwise>Print required value