Uploading values in Value Sets in Oracle Fusion

We always use custom value sets in Oracle Fusion in different modules for implementation purposes. While some value sets have very less values, so we create the values directly from Manage Value Sets task. But, in some cases, some of our value sets have very long list of values and entering each value from the above mentioned task can really be time taking. So, in order to save our time and get the values uploaded in the value set, we can directly upload a file having all the values of the value set delimited by pipe symbol with some appropriate information. Just follow the below steps:

For Independent Value Set:

Open a excel file and include the values of your value set in the following order.

VALUESETCODE VALUE DESCRIPTION ENABLEDFLAG

where value set code is the code of your value set and value is the value of your value set.

Include as many lines as the number of values required in your value set.

Save the file and give it's type as CSV(Comma Delimited). Remember to replace the comma to any other value if it comes in any value. For E.g., comma comes in my TEST004,ABC value in my 5th row of the data. So, I will replace it by some other value which is not present there in any other value let's say '@'.

So, my final file now looks like this.

Now, you need to change the commas with pipe symbol as mentioned earlier. To do this, you can use any editor like Notepad++. Simply replace all the commas with pipe and don't forget to replace '@' with comma 😄.

Now, your file has been created. The next step is to import that file in the application.

Go to Tools → File Import and Export.

Click on Add Button to import your file.

Select your file and Account. Click on Save and Close.

Now, search for Manage Value Sets task in Setup and Maintenance work area.

Search for your value set in which you have to upload your values which will obviously be same as the one which you entered in your file.

Click on Actions and click on Import.

Enter the file name along with the extension i.e. .csv and select the account which must be the same that was used while importing the file. Click on Upload.

Once the import process completes, click on Manage Values and then click on Search.

For Dependent Value Set:

For dependent value set, follow the same steps as above except that you need to include a column for independent value in you file as well. So, the proper order will be:

VALUESETCODE VALUE DESCRIPTION INDEPENDENTVALUE ENABLEDFLAG

The file will look something like this:

Follow the same steps after then.

If you are getting stuck and need any further help in the above steps or anything in Oracle Cloud Applications, just drop me a mail at shashank731@live.com.


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Running Custom Reports through Scheduled Processes in Oracle Cloud

In my previous post, I told you how you can open a report through a page entry in just one click. There is also an another way of running your custom report and that is through Scheduled Processes. There are many seeded reports already present in the catalog which only runs through Scheduled Processes. So, in similar manner you can also view your report through Scheduled Processes. Just follow the below steps to enable your report to run through Scheduled Processes.

First thing that you need to do is to find out the navigation for your custom report or the path where the report is stored. This you can do by just going in the properties of the Report under More menu and view the location. Follow the screenshots.

 


Copy the selected portion of the Location field which in this case is: /Custom/Shurooq Reports


  


Now, add the report name to the location field which you just copied. So, the path of the report becomes /Custom/Shurooq Reports/Country REP.xdo. Remember to put .xdo which is the extension for report after the report name.

So, now you have the path of the report.

Now, in the Setup and Maintenance, search for the Define Custom Enterprise Scheduler Jobs task.


 


Now, select the appropriate module in which you have to define the custom scheduler. In this case, it is for Financials.









Click on Add Button.

 



Enter the different fields and put /oracle/apps/ess/financials/payables/shared/ in the Path field which is for Payables and Related Applications. Choose FinancialEss in the Job Application Name. Choose BIPJobType in the Job Type field. Choose the Default Output format and in the Report ID field, enter the above copied Report Path which in this case is /Custom/Shurooq Reports/Country REP.xdo. Make sure to check the Enable submission from Scheduled Processes check box which is your main motive.





 Click on Save and Close.

Till now, all the setups have been done. Now, in the final step, we need to enable that particular report for scheduling through Scheduled Processes. Go to that Report and click on Edit.




Click on Properties.

In the Enterprise Scheduler Job Package Name field, write /oracle/apps/ess/financials/payables/shared/  which is same as the Path for Payables and Related Applications report. In the Enterprise Scheduler Job Definition Name, enter the Name of the Scheduler which you defined in the above step.

Now, go to Scheduled Processes and schedule your Custom Report.

If you are getting stuck and need any further help in the above steps or anything in Oracle Cloud Applications, just drop me a mail at shashank731@live.com.


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Happy E-learning.

Scheduling a Report through a Page Entry

In my previous post, I told you how you can open a report through a page entry in just one click. In similar ways, you can schedule a report by just clicking the page entry, setting the Report parameters and then submit it for scheduling. Below are the steps which you need to follow:


Suppose, you want to schedule the Payroll Balance Report (seeded one, you can follow the same steps for your custom report) . First thing that you need to do is to find out the navigation for that report or the path where the report is stored. This you can do by just going in the properties of the Report under More menu and view the location. Follow the screenshots.

 

Copy the selected portion of the Location field which in this case is:  /Human Capital Management/Payroll/Payroll Calculations

Now, add the report name to the location field which you just copied. So, the path of the report becomes /Human Capital Management/Payroll/Payroll Calculations/Payroll Balance Report.xdo. Remember to put .xdo which is the extension for report after the report name.

So, now you have the path of the report. But, it is still not the full path required for scheduling the report. To get the full path for scheduling, just put the above path in the <Report-Path> of:

/servlet/schedule?report_url=<Report-Path>&_xdo=<Report-Path>

Finally, the path for scheduling is:

/servlet/schedule?report_url=/Human Capital Management/Payroll/Payroll Calculations/Payroll Balance Report.xdo&_xdo=/Human Capital Management/Payroll/Payroll Calculations/Payroll Balance Report.xdo

The next thing which you need to do is to create a Page Entry. For creating a Page Entry, you first need to activate a Sandbox. Follow the screenshots.


Click on your User Name and then click on Manage Sandboxes.

 

Click on Add Button and provide the Sandbox Name and click on Save and Close.

 

After your Sandbox is created, select your Sandbox and click on Set as Active.

 

Now, you are eligible to create a Page Entry. Go to Navigator → Tools → Structure. Click on Create Page Entry under Create menu.

Fill the mandatory fields and select Dynamic URL (you can also select Static URL but Dynamic is preferred) in Link type field. Select xmlpserver in the Web Application field and paste the above path for the scheduling of the Report which you had prepared.

 

Click on Save and Close. Just make sure that, you are able to see your created Page entry.

 

Now, go to the home page and you will see there an icon of your above created page entry for scheduling. Click on that.

  

Fill the parameters of the Report in their respective fields in General tab.

 

In the Output tab, select the Output of the Report and fill the Destination where the Output of the Report will be sent after the report is run at it's scheduled time. If Bursting definition is provided in the Data Model and Bursting is enabled, then you can check the "Use Bursting Definition to Determine Output & Delivery Destination" check box.

 

In the Schedule tab, set the frequency of the scheduling. If Bursting definition is provided in the Data Model and Bursting is enabled, then you don't have to worry about the Schedule Trigger, but if Bursting is not enabled then to avoid the sending of the mail in case no data is fetched from SQL Query, you need to define the Schedule Trigger in the Data Model and use it here.

Click on Submit. Provide the Report Job Name and click on OK. The report will be scheduled.

 

So, you can schedule any seeded or custom reports through these simple steps directly from your home page.

If you are getting stuck and need any further help in the above steps or anything in Oracle Cloud Applications, just drop me a mail at shashank731@live.com.


If you liked this post, remember to share it with your friends and colleagues as well. See you Soon.


Happy E-learning.

Opening a Report through a Page Entry in Oracle Cloud Applications (Just one click) ☺

Before starting today, I want to ask you something in Oracle Fusion. How do you open a custom report in Fusion? Well, you might be too modest and reluctant to answer this as the answer is quite simple and honest. Here is the navigation which most of the people follow for opening a custom report in Cloud: Navigator → Tools → Reports and Analytics → Browse Catalog. Then, you search for your report in different folders and finally open and view it.

But, what if I tell you that you can open your report by just one click of your mouse directly from your Home Page. Sounds astounding? However, most people wouldn't believe me. Well,

Here is the proof:

Suppose, you want to view the Payroll Balance Report (seeded one, you can follow the same steps for your custom report) . First thing that you need to do is to find out the navigation for that report or the path where the report is stored. This you can do by just going in the properties of the Report under More menu and view the location. Follow the screenshots.

 

Copy the selected portion of the Location field which in this case is:  /Human Capital Management/Payroll/Payroll Calculations

Now, add the report name to the location field which you just copied. So, the path of the report becomes /Human Capital Management/Payroll/Payroll Calculations/Payroll Balance Report.xdo. Remember to put .xdo which is the extension for report after the report name.

So, now you have the path of the report. The next thing which you need to do is to create a Page Entry. For creating a Page Entry, you first need to activate a Sandbox. Follow the screenshots.

Click on your User Name and then click on Manage Sandboxes.

 

Click on Add Button and provide the Sandbox Name and click on Save and Close.

 

After your Sandbox is created, select your Sandbox and click on Set as Active.

 

Now, you are eligible to create a Page Entry. Go to Navigator → Tools → Structure. Click on Create Page Entry under Create menu.

Fill the mandatory fields and select Dynamic URL (you can also select Static URL but Dynamic is preferred) in Link type field. Select xmlpserver in the Web Application field and paste the path of the Report which you had copied.

 

Click on Save and Close. Just make sure that, you are able to see your created Page entry.

 

Now, you are all set to land on Moon. Go to home page and you will see there an icon of your above created page entry. Click on that.

 

 Bingo!!! 😉

   


Now, from next time onward, whenever you login in to the application and are on your home page, how many clicks do you need to open the Payroll Balance Report?

If you are getting stuck and need any further help in the above steps or anything in Oracle Cloud Applications, just drop me a mail at shashank731@live.com.

If you liked this post, remember to share it with your friends and colleagues as well. See you Soon.

Happy E-learning.

Add Person to your User in Oracle Cloud and manage application users setups

Whenever you create a person in the application through My Workforce → New Person, an user account is automatically created in the application provided that proper setups have been done, which you will soon figure out.

But, if you create a user through create implementation users task in Setup and Maintenance, then attaching a person to that user can really be challenging if you don't know the proper steps to follow and to check the setup for application users in  the application.

Today, I will tell you how you can add a person to your user keeping in mind that all the proper setups have already been done for application users and then I will tell you how you can change the setups according to the requirement of your business.

Prerequisites:

You user must have the Human Resource Specialist or Human Capital Management Application Administrator job role to add person to your user whose user account has not been created yet. Follow the below steps to add the person to your user.

Steps:

Navigate to My Workforce → Person Management and search the person.

 

In the tasks list, click on Manage User Account.

 

In Actions, click on Create User Account.

 

Click on Link User Account to link the User with your person.

Search for the User and click OK.

 

Click on Save.

 

The User will get attached with the Person.

 

So, you have now successfully attached the user with your person.

If you are getting stuck and need any further help in the above steps or anything in Oracle Cloud Applications, just drop me a mail at shashank731@live.com.


If you liked this post, remember to share it with your friends and colleagues as well. See you Soon.


Happy E-learning.