1.

Interfaces and Conversions in Oracle Apps(inbound and outbound)

-- Sample code for out bound interface
DECLARE
CURSOR c1 IS
SELECT
ooha.order_number,
ooha.flow_status_code,
ooha.creation_date,
oola.ordered_item,
oola.ordered_quantity
FROM
oe_order_headers_all ooha,
oe_order_lines_all oola
WHERE
ooha.header_id = oola.header_id
AND ooha.sold_to_org_id = 8428
AND ooha.flow_status_code (( 'CLOSED';
v_file utl_file.file_type;
v_count NUMBER;
BEGIN
v_count := 0;
v_file := utl_file.fopen('/usr/tmp', 'XXSEA_ORDER_EXTRACT.csv', 'W');
FOR i IN c1 LOOP
v_count := v_count + 1;
utl_file.put_line(v_file, i.order_number || ',' || i.flow_status_code || ',' ||
i.creation_date || ',' || i.ordered_item || ','|| i.ordered_quantity);
dbms_output.put_line(i.order_number || ',' || i.flow_status_code || ',' ||
i.creation_date || ',' || i.ordered_item || ',' || i.ordered_quantity);

END LOOP;
utl_file.fclose(v_file);
dbms_output.put_line('count' || v_count);
END;
 ---------------------------------------
Syntax for SQL LOADER:
LOAD DATA
INFILE 'PO_TOP/12.0.0/in/file_name.csv'
INSERT INTO TABLE EBS
FIELD TERMINATED BY ','
(SNO,SNAME,COURSE,FEE)
-----------------------------------------------------------------------
-- Sample PLSQL Procedure with all validation to insert the data in
INTERFACE Table.

CREATE OR REPLACE PROCEDURE xxsea_interfaces AS

CURSOR c1 IS SELECT * FROM XXSEA_INTERFACE;
v_count NUMBER;
v_org_count NUMBER;
v_temp_count NUMBER;
l_item_table ego_item_pub.item_tbl_type;
x_item_table ego_item_pub.item_tbl_type;
x_return_status VARCHAR2(1);
x_msg_count NUMBER(10);
x_msg_data VARCHAR2(1000);
x_message_list error_handler.error_tbl_type;
v_user_id NUMBER;
v_resp_id NUMBER;
v_resp_appl_id NUMBER;
j NUMBER;
BEGIN
j := 0;
fnd_global.apps_initialize(user_id =( 3392, resp_id =( 21876, resp_appl_id
=( 401);
FOR i IN c1 LOOP
j := j + 1;
BEGIN
 SELECT COUNT(segment1) INTO v_count FROM mtl_system_items_b
WHERE segment1 = i.item_number AND organization_id =
i.organization_id;

dbms_output.put_line('ITEM COUNT'||v_count);
EXCEPTION
WHEN OTHERS THEN
dbms_output.put_line(sqlcode||'-'||sqlerrm);
END;

BEGIN
SELECT COUNT(organization_id) INTO v_org_count FROM
mtl_system_items_b
WHERE organization_id = i.organization_id;
dbms_output.put_line('ORG COUNT'||v_org_count);
EXCEPTION
WHEN OTHERS THEN
dbms_output.put_line(sqlcode || '-' || sqlerrm);
END;

BEGIN
SELECT COUNT(template_id) INTO v_temp_count FROM
mtl_item_templates WHERE template_name = i.template_name;

dbms_output.put_line('TEMPLATE_COUNT' || v_temp_count);
EXCEPTION
WHEN OTHERS THEN
dbms_output.put_line(sqlcode || '-' || sqlerrm);
END;

IF
v_count = 0 AND v_org_count ( 0 AND v_temp_count
(0
 THEN
l_item_table(j).transaction_type := 'CREATE';
l_item_table(j).segment1 := i.item_number;
l_item_table(j).description := i.description;
l_item_table(j).template_name := i.template_name;
l_item_table(j).organization_id := i.organization_id;
ELSE
dbms_output.put_line('ALREADY EXISTS');
END IF;

END LOOP;

dbms_output.put_line('CALLING API TO CREATE ITEM');

ego_item_pub.process_items(p_api_version =( 1.0, p_init_msg_list
=( fnd_api.g_true, p_commit =( fnd_api.g_true, p_item_tbl =( l_item_table,
x_item_tbl =( x_item_table, x_return_status =( x_return_status,
x_msg_count =( x_msg_count);

dbms_output.put_line('RETURN STATUS ==(' || x_return_status);

IF ( x_return_status = fnd_api.g_ret_sts_success ) THEN
FOR i IN 1..x_item_table.count LOOP
dbms_output.put_line('INVENTORY ITEM ID CREATED:' ||
to_char(x_item_table(i).inventory_item_id));
dbms_output.put_line('ORGANIZATION ID :' ||
to_char(x_item_table(i).organization_id));
END LOOP;
ELSE
dbms_output.put_line('ERROR MESG:');
error_handler.get_message_list(x_message_list
=( x_message_list);
FOR i IN 1..x_message_list.count LOOP
dbms_output.put_line(x_message_list(i).message_text);
END LOOP;
END IF;
 END;

2. BI Publisher Installation(Oracle Analytics Publisher) and enabling

add-in in MS word
https://www.youtube.com/redirect?
event=video_description&redir_token=QUFFLUhqbWxKVUlBNmlReWpaajN1dXYx
WF9EbldERi1wUXxBQ3Jtc0trSmtiREU5cWs3UEk1T2lTSXVyRVphLUNoQUVuUXdxY
0ozMjBtWkpaV0VRanJBRThBRG9ZeDM0Sm9qQ0U3MWRheXhEeUZOZklMZndicHQ
yeWFPYUowaGdvc2ZvbUNBcF9iMXdWVEtrNE5HSkJIVzVQTQ&q=https%3A%2F
%2Fwww.oracle.com%2Fmiddleware%2Ftechnologies%2Fbi-publisher
%2Fdownloads.html&v=2oP6_i8SXhQ
3. Oracle Fusion Introduction and Comparison with Oracle Apps R12
4. First BIP report using wizard method.
5. First BIP report layout creation using manual method.
Navigation for BI Publisher: Navigator---- Reports & Analytics---- Browse
Catalog

Catalog consist of 2 Parts.

1. My Folders:
2. Shared folders:

Report consist of two parts.

1. Data Model: It consist of data source(SQL).
2. Layout (Wizard/Manually).

Select
PO_HEADER_ID,
SEGMENT1,
VENDOR_ID,
VENDOR_SITE_ID,
TERMS_ID,
APPROVED_FLAG
from PO_HEADERS_ALL;

6. Running BIP reports from catalog or Scheduler.

7. Working with bind parameters(Parameterized BI report).
Query for Parameterized report:

Select
PO_HEADER_ID,
SEGMENT1,
VENDOR_ID,
VENDOR_SITE_ID,
TERMS_ID,
APPROVED_FLAG
from PO_HEADERS_ALL where SEGMENT1 between :from_po_no
and :to_po_no

8. Master Detail BIP reports using element(Column) level links.

Po Header Query:
Select
PO_HEADER_ID,
SEGMENT1,
VENDOR_ID,
VENDOR_SITE_ID,
TERMS_ID,
APPROVED_FLAG
from PO_HEADERS_ALL;

Po Lines Query:
SELECT
PO_LINE_ID,
PO_HEADER_ID,
LINE_TYPE_ID,
ITEM_ID,
QUANTITY,
AMOUNT
 FROM PO_LINES_ALL;

9. Use of style sheet template to create BIP reports.

STEPS:
1. Create Data Model.
2. Create Style Sheet Template.
3. Create Layout.
4. Schedule the report.

10. Master detail BIP report using group level elements.

1. Create Data Model.
2. Create Group link to the data Model.
3. Create Layout.
4. Run the Report.

Master Group:
select
trx_number,
customer_trx_id cust_id
from ra_customer_trx_all;

Child Group:
select
customer_trx_line_id,
customer_trx_id,
line_number,
inventory_item_id
from ra_customer_trx_lines_all a where a.customer_trx_id=:cust_id;

11. Master detail report using subgroups by moving an column in

partner and child group.
STEPS:
 1. Create Data Model.
Query:
SELECT
a.po_header_id Po_header,
b.po_header_id,
b.po_line_id,
b.item_id,
b.unit_price,
b.quantity,
b.base_unit_price
FROM
po_headers_all a,
po_lines_all b
WHERE
a.po_header_id = b.po_header_id
AND a.segment1 = '162352';

2. Create subGroup in Data Model.

3. Create the Template and Layout.
4. Run The Report.

12. Use of aggregate functions (count, sum, max, min, avg, first, last) in
bip report.
STEPS:
1. Create the Data Model.
Query:
SELECT
a.po_header_id Po_header,
b.po_header_id,
b.po_line_id,
b.item_id,
b.unit_price,
 b.quantity,
b.base_unit_price
FROM
po_headers_all a,
po_lines_all b
WHERE
a.po_header_id = b.po_header_id
AND a.segment1 = '162352';

2. Drag the Element from Group to Group Level Function. Sequence of

Operation is,
SUM
MAX
MIN
COUNT
FIRST
LAST
AVG

3. Create Layout and Template.

4. Run The report.

13. Arithmetic operations on columns in BIP reports.

STEPS:
1. Create the data model.
Query:
SELECT
a.po_header_id Po_header,
b.po_header_id,
b.po_line_id,
b.item_id,
 b.unit_price,
b.quantity,
b.base_unit_price
FROM
po_headers_all a,
po_lines_all b
WHERE
a.po_header_id = b.po_header_id
AND a.segment1 = '162352'

2. Create Arithmetic Columns(Add Element by Expression) (Formula

column in .rdf) in Group G_1.
3. Create Layout and Template.
4. Run the report.

14. Bind parameters with independent and translated independent

LOV's in BIP report.
Types of List Of Values (LOV):
1. None: When we create the bind variable that is works as none value set
or LOV.
2. Independent:
3. Dependent:
4. Table:
5. Translated Independent: It display different value on screen & fetch
different value form database.
6. Translated Dependent:

STEPS:
1. Create the Data set with Bind Parameter.
Query:
SELECT
a.po_header_id Po_header,
b.po_header_id,
 b.po_line_id,
b.item_id,
b.unit_price,
b.quantity,
b.base_unit_price
FROM
po_headers_all a,
po_lines_all b
WHERE
a.po_header_id = b.po_header_id
AND a.segment1 = '162352'

2. Create the Independent LOV as per the specified Parameters.

3. Save the Data Model with all Parameters and LOV's.
4. Create Template and Layout.
5. Run the report.

15. Working with dependent list of values(LOV) in BIP report.

1. Create Data Model.
2. Create List of Value(LOV/Value set).
3. Assign LOV to Parameter
4. Save the Data Model and Sample data.
5. Create the Layout and Template.
6. Run the Report.

16. Working with table value set in BIP.

17. Use of sub-template in BIP reports.

Steps:
1. Create Data Model
2. Create Layout and Template.
3. Create Sub Template.
 'Angle Bracket' ?Template:ORACLE? 'Angle Bracket'
{LOGO_IMAGE}
'Angle Bracket' ?end template? 'Angle Bracket'
4. Upload the subtemplate to oracle fusion instance.
5. Download Main template on local Machine and call the subtemplate.
Syntax to import the sub-template:
'Angle Bracket'
?import:xdoxsl:///path_of_sub_template/sub_template_name.xsb? 'Angle Bracket'
E.g: 'Angle Bracket' ?import:xdoxsl:///Custom/NK_Test/SubTemplate.xsb?
'Angle Bracket'
Syntax to call the template:
'Angle Bracket' ?call-template:template_name? 'Angle Bracket'
Eg: 'Angle Bracket' ?call-template:ORACLE? 'Angle Bracket'
6. Upload the Main Template in Oracle Fusion Instance.
7. Run the report and validate the output.
Note: Where 'Angle Bracket' is written give the symbol/Notation of angle
bracket.

18. Multi-Language reports or translation in Fusion

Steps:
1. Create Data Model
2. Create Layout and Template.
3. Test the Report using current Local.
4. Go to report layout properties & download translation file (XLIFF File)
under translation section(Extension .xlf).
5. Now edit .xlf file following fields.
The file have two languages types Source language & Target Language.
You created layout under English Locale -- Base Language
Spanish Locale -- Target Language
English to Spanish Translation:
ENGLISH SPANISH
PO Header -- Encabezado de PO
PO Header Id -- ID de encabezado de pedido
 PO Line Id -- ID de línea de PO
Item ID -- Identificación del producto
Unit Price -- Precio unitario
Quantity -- Cantidad
Base Unit Price -- Precio unitario base
6. Change the English values to Spanish values for target-language & the
Target, from the translation file.
7. Upload translated file with target language. Go to report properties &
upload the transnational file under section translation.
8. Upload the Transnational(.xlf) file to the translation section, and Save it.
9. Go to catalog and schedule the report.
10. Check the output.
Notes:
1. Code for Spanish is es.
2. Don't touch fields like[&1].

19. Bursting in Oracle Fusion (Delivery Channel - EMAIL, FTP, SFTP &
FILE):
Following are the Methods(DELIVERY CHANNEL) to send invoice using
bursting program: EMAIL, FAX, FTP, SFTP, FILE, PRINT & WEBDEV.

1. Create Data Model

Query:

select b.trx_number,
a.customer_trx_id,
b.term_id,
b.org_id,
b.batch_id,
b.status_trx,
b.application_id
FROM ra_customer_trx_lines_all a,
ra_customer_trx_all b
 WHERE a.customer_trx_id= b.customer_trx_id
AND a.customer_trx_id in (1002,1)

2. Create Layout and Template.

3. Run The Report and check it is generating output properly or not.

4. Go to Bursting in left corner of data model screen, add new & give
required details.

5. In Split by field & Delivered by field select the value(Column) on which

you have to split the PDF to send the output (like customer_name, transaction_id
or Invoice_no).
E.g: Invoice split by customer_name Split by Transaction no.
5 Customer1 -- 1 file, 5 Invoice 5 files
3 Customer2 -- 3 file, 3 Invoice 3 files
1 Customer3 -- 1 file, 1 Invoice 1 files

6. In SQL Query section make the query as bellow sample query.

SELECT
trx_number KEY, -- Split by
'Bursting_Layout' TEMPLATE, -- Catalog
:xdo_user_report_locale LOCALE, -- English (es)
'PDF' OUTPUT_FORMAT, -- PDF,HTML,CSV,RTF,EXCEL
'EMAIL' DEL_CHANNEL, --
EMAIL/FAX/FTP/FILE/SFTP/PRINT/WEBDAV
'AR INVOICE_'||trx_number OUTPUT_NAME, -- Output Name
’[email protected]’ parameter1, -- To
'[email protected]' parameter2, -- cc
‘[email protected]’ parameter3, -- From
‘Bursting Program testing’ parameter4, -- Subject
‘Dear Customer PFA Attachment’ parameter5, -- Body
 ‘true’ parameter6, -- Attachment
‘Reply-To’ parameter7, -- Reply to
‘[email protected]’ parameter8 -- Bcc
FROM (
select distinct b.trx_number
from ra_customer_trx_lines_all a,
ra_customer_trx_all b
where a.customer_trx_id= b.customer_trx_id
and a.customer_trx_id in (1002,1))

7. Create the Layout for the Data Model.

8. In Layout properties Check the check box Enable Bursting.

9. Run the report by using the scheduler or ESS job & get the output.

Notes:
1. General Split by field is equal to Deliver by field.
2. In schedule report -- diagnostic check all check boxes to get the log &
the SQL plan etc according to requirement.
3. According to the DELIVERY_CHANNEL(EMAIL,FTP,SFTP,etc) we have to
change the Parameters (parameter1,....).

20. Print Bar-code In BIP Reports:

1. Create the data Model:
Query:
SELECT
a.po_header_id "PO Header",
b.po_header_id "PO Header Id",
b.po_line_id "PO Line Id",
b.item_id "Item ID",
b.unit_price "Unit Price",
b.quantity "Quantity",
 b.base_unit_price "Base Unit Price"
FROM
po_headers_all a,
po_lines_all b
WHERE
a.po_header_id = b.po_header_id
AND a.segment1 = 162352

2. Generate the Template.

3. Download the .tft file.

4. Download the .rtf file(Teplate).

5. Change the Font format to BC 3of9 in template.

6. Go to Administration -- Manage BI Publisher -- Font Mappings

7. Upload the .tft file.

8. Add the Font Mappings, give Target Font Type = True Type always.

9. Run the report and check the output.

21. How to Create Analysis - First OTBI Reports

How to Create Analysis - First OTBI Report

1. Difference between Bi Reports and OTBI reports

BI Reports: SQL_QUERY -- Select_Columns -- Layout -- Run -- Output

OTBI Reports: Subject_Area -- Select_Columns -- Layout -- RUN -- Output
 Advantages of OTBI over BI:
1. Functional consultant can build the OTBI report.
2. Oracle has already the pre-built subject areas. Just we have to create
Analysis.
3. We can built the OTBI report for SCM,CRM, Finance, etc.
4. We can create the Dashboard using OTBI.

Disadvantages of OTBI over BI:

1. We can't do custom report.
2. We can't built any custom Subject Area.

Navigation for Catalog: Tools -- Reports & Analytics -- Browse Catalog --

Catalog Page.

Steps to create the OTBI Report:

1. Navigation : New -- Analysis
2. Go to Payable Invoice Transaction real time.
3. Select the required columns.
4. To test the output format while creating the report click on result tab in
left section.
5. For Running the report go t catalog and click on open.

22: Working with Prompts in Analysis (OTBI Reports).

-- Go to the prompts tab after the results, and you can add filter conditions for
whatever the columns you need.

23: Generation of OTBI Reports and Working with compound layout

(Title, Logo, layout)
1. Create the report: Payable Invoice Transaction Real Time:
List of Columns:
Business Unit:
1. Business unit name
Supplier:
2. Supplier
 3. Supplier Number
Supplier Site:
4. Supplier Site
Invoice Details: General Information:
5. Invoice number
6. Invoice Id
7. Invoice Creation Date
Invoice Details: Invoice Amount:
8. Invoice amount
9. Total tax changed
10. Discountable Amount
11. Invoice Currency
Invoice Lines: Invoice Line Amount:
12. Invoice line Amount
13. Tax amount (Line)
14. Original Amount – This Is (Invoice Line amount – Tax amount)

2. Add the filter on Business group column for (US1 Business Group).
3. Add the filter on supplier and select 2 suppliers.
4. Changing the Compound layout name(Rename Compound layout field).
Click on edit at title level and change.
5. Working with titles and Logo.
Click on edit at title level and change.

24: Working with Calculated fields & different features in OTBI:

6. Working with table layout.
A) Alternative highlighting of data.
Click on View Properties-- Enable alternative styling -- Select color.
B) Changing Spaces LPAD.
Remove the filter set on supplier before using Page controls
C) Content Paging -- page controls
Click on View Properties and select content paging option.
 7. Working with simple calculated field.
8. Hiding the columns in the OTBI Report Layout.(Hidden and Exclude)

25: Working with In-Line or dependent prompt in OTBI:

Go to prompts tab and select the column to visible like LOV dropdown
while executing report.

26: Selection Steps in OTBI Part-1 (Select Member on Attributes)

Selection steps: Selection steps are same as filter, but filters can apply on
measure and Attribute only. Selection steps are applied on attribute and
hierarchical columns.

1. Subject Area have 3 columns.

A. Attributes: Columns with Alpha numeric date data called as Attributes
column.
B. Measures: Column with numeric data called as Measures column.
C. Hierarchical: Column with Hierarchy data called as Hierarchical column.

2. Create Analysis (OTBI Report) with below columns & create compound
layout, bar chart & gauge. List of columns Business_Unit, Supplier_Type, Supplier,
Invoice_Amount, Invoice_Amount_Paid, Discount_Token.

3. Add the condition for not null columns.

4. Section Steps at attribute level, following operation we have to

performed:
A. Select Members. B. Add Groups or calculated items. C. Apply
Condition.

27: Selection Steps in OTBI Part-2 (Add Group and or calculated items
on Attributes)
1. Here following two conditions we have to execute.
A. Add invoice type column & list out combined data for credit memo &
debit memo invoice types.
B. List out combined data for prepayment & Payment request invoice
types.
 1.A:
I. Go to selection steps for column Invoice_Type_Name-- Add_Group or
CalculatedItem-- New_Group.
II. Select debit Memo, Credit Memo & test the results.

1.B: For achieving this requirement do same steps as per 1.A.I,1.A.II.

2. To get the sum of column select column - Show sub total (or Show row
level grand total)- After Values.

28: Basic Commands in UNIX

pwd --> present directory
ls --> list the files in directory
ls -lrt --> list the files in directory with details
ls -lrth --> list the files in directory with details and size with kb or mb
mkdir directoryname --> create directory
cd directoryname --> move to the respective directory
cd .. --> one directory back
cd ~ --> go to home directory
clear --> screen will clear
vi filename.ext --> create file and you can add data or lines
cp sourcefilename targetfilename --> copy file
mv sourcefilename targetfilename --> move file

29: Selection Steps in OTBI Part-3 (Apply Conditions)

-You have a option to apply condition as similar as 27th chapter... in
selection steps, we can add condition which filters the data.

30: Dashboard in OTBI

31: Drill Down (Master-Detail) Layout in OTBI

32: Migration of BIP Reports/Objects

If the entire folder needs to be migrated, then select the folder and click
archive. Similarly, for one particular resource, we can archive.
To restore it in another folder or environment, we can unarchive it.
33: How to create Custom ESS Job for BIP Reports
Go to MoreHistory  to find the report path
Go to Setup and Maintenance, global search, search for Manage Enterprise Jobs
and create a new custom ESS job.
34: Create Custom ESS Job with Parameter for BIP Reports
It is similar to the above ESS Job. We can add parameters if required for this. We
can click the + icon below to add parameters and their datatypes.

35: ESS Job with Parameters using Lookups(LOV)

36: ESS Job with Parameters using Value Sets

37: FBDI :

Journal Import using FBDI (Interface)

Step1: Download the template from bellow link, fusionappsoer.oracle.com
Step2: Insert the required fields in the Template. -- Validation Queries: I. select *
from gl_ledgers where name like '%US%'; II. select * from gl_he_sources III. select
* from gl_je_categories. IV. select * from gl_code_combinations;
Step3: Go to Import and Export and upload the zip file. -- where account:
fin/generalLedger/import
Step4: Schedule the program Load Interface File for Import. Parameter: Import
Process: Import Journal
Step5: Schedule the Import Journal Program/JOB. Source: spreadsheet

38: OTBI Report using two subject Area

1st way: After choosing a subject area, there is a option to Add/Remove subject
areas, by using that option we can link subject areas.
2nd way: Go to the advanced tab,
In the ‘SQL Issued’, there will be a sample query. Similar to that you can
join multiple subject areas using SQL query. Then create a new analysis and
paste that query, which generates the analysis.

39: P2P Cycle in Oracle Fusion Part-1

Procurements – Purchase Requisition -> MoreTasks -> Enter Requisition Line
40: P2P Cycle in Oracle Fusion Part-2
Supply Chain Execution  Inventory Management  Show Tasks Receipts 
Receive Expected Shipment  Receive Lines  Create Receipt

Payables  Invoices  Create Invoice  Enter PO number

41: BIP Reports using E-Text Template

 - After creating Data model, download and edit the e-text template.
- Fill the template with the required details and upload it.
- Then the report will have data as expected

42: BIP Reports using E-Text Template with fixed Position

Need to mention the report
43: BIP Reports using Excel Template

Based on the xml export, the names we need to given in excel template under
the Formulas Names Manager as above screenshot.
44: BIP Reports using Excel Template with Drill Down option
45: Securing (Access Permission) an ESS JOB
1. Create Data Model
2.

3. Go to security console  Create role -> Give role name and ESS job name
and the users required to access that ESS job.
4. Run the job ‘Retrieve Latest LDAP Changes’ job . Once the job is
completed, the other user can access the ESS job.

46: Finance Data Extraction in Fusion

After clicking the ESS job above, dialog box opens and asks for Process Name
We can able to select different su modules of finance.
After selecting process name, few parameters will pop up, after filling all those,
extract data will be generated in file.

47: Multi Sheet Template in BIP Reports

Similar to 44th chapter, but need to add few details in sheet 2.

In multi sheet template, as seen in the above screenshot, each sheet will be
generated for each POHeader Id.
48: Creation of SANDBOX & it's uses
- For doing customizations
- For logo change
- For structure change
- You can add a new page and links to it.
Go to ConfigurationsSandboxes ->Create new sandbox -> We can add lot of
options like Appearance, Structure.
Once changed we can publish it.
49: Create Multi Page Dashboard
- Create two OTBI analysis(payables transaction real time , supplier
transaction real time)
- Create dashboard- add the report
- Click on add dashboard page, give name and description
- On page 2 , add another report
- Run the report, we can see two pages.

50: Customize Standard Report Part-1

Every action is linked with ESS job and their seeded reports.
For example, if we go to Receivable Invoices and click on view image, a invoice
pdf will be generated. It is happening based on the ESS job in screenshot. If we
want to change it, the report is present in the folder mentioned in screenshot. To
find the exact report location , we can go to the manage jobs , search for job
name and find their path details of report.

If we go to catalog page from fusion using browse catalog, the reports cannot be
customized.
So we need to login to https://fusioninstance url/xmplpserver
By clicking on above link, we will be navigated to BI publisher catalog. Here we
can customize the reports.
Once we go to the report path, click more and customize, a copy of the entire
report will be generated in Custom folder which then can be edited as per our
needs.
The change will then be reflected in invoice or any other modules.

51: Customize Standard Report Part-2

Once the above steps are done, we can download the rtf template, do changes
and upload it. After uploading and making it as default template, the changed
template will get populated afterwards.
Similarly, we can edit data models as well.
52: Create BIP Reports using OTBI Reports
 - Go to the OTBI report which you want to convert, go to the ‘Advanced tab’
which has the SQL query for the OTBI analysis. Copy that query.
- Then, create a data model using SQL query and paste the query copied
from OTBI.
- The only important thing is that while choosing the Data source, we need
to select ‘Oracle BI EE’ instead of Application_DBFscm.
- If we want to change the alias name, we can do it.
- Then other things are similar as we create BIP report.

53: Call fusion Application Forms thru OTBI Report Output (Drill Down
from OTBI)
- Create a OTBI report
- To create a hyperlink on a particular colum, go to column properties 
Interaction Value- Action Links  Add Link Text  Click Navigate to a
WebPage  Give url and parameters as in scrrenshot  Define parameters
 Add parameters  Options( clik open new window).
- Once done, click the value of hyperlink column, it will navigate to the
oracle web page.

Go through the document

https://drive.google.com/file/d/13fzFpV1LYOg_eoPAk5Qbbh5bpVHBLaZq/view

54: Creating OTBI Report without going into Browse Catalog Window
Instead of going into the browse catalog in Reports and Analytics page. There is a
dropdown button called ‘CREATE’ in Reports and Analytics Page. In that we have
a option to create Report and Analysis. When we click on the analysis, we can
create a OTBI analysis. Here we can select the subject area, sort and filter the
data. But we don’t have any advanced options. We can use it to create a draft
analysis and save it in any location. Then if we want to edit it further, we can do
it in catalog page.

55: Master Detail Drill Down Report & Summary Detail link report using
OTBI
- Create a master analysis
- Create a child analysis
- In the master detail analysis when we click the column, it should navigate
us to the child report.
 - In order to do that, we need to go to column properties  Interaction 
Action link - Select the child report.
- Now we will have the option to click the column record to navigate to child
report, but if we click it will show us the entire child records, but we need
to show only the respective child records.
- In order to achieve it, open the child analysis, select the matching column
go to filter and select ‘Is prompted’. Now, only the respective child record
is shown when we click the record from parent report.

56: Create Return Button on any OTBI Reports

- As per the above report, once we go into the child details, we cannot able
to return to the previous page.
- We need to edit the child details analysis, by adding a ‘Static text’, in that
we have a option to add the Return button through html/css/javascript to
go back to the previous screen.
- After adding that, we can click that return button and go back to the
master details screen.
57: Shift Action Link from one column to another column
- As per the above chapter, for example we are creating the hyperlink in the
Customer column in master report, but we need to shift it to the Customer
address column, we need to save the action link initially and delete the
existing action link.
- Then, we can go to the column properties of Customer address and select
the saved action link, which modifies the Address column to be as
hyperlink to the child detail report.
- In addition to that, if we are doing any change in one column, we have an
option to copy the changes and paste it in the other column by using
Column properties.

58: Create BIP Reports using Input Parameter with Comma Separated
Values
- It is same as creating the parameter in data model. But here we need to
select the datatype of the parameter as string and click the checkbox of
CSV as show in screenshot below. We can use this in ‘where clause IN’.
59: Create New User and Assign the Role to user
- Go the Tools  Security Console  We have option to create new roles and
also we have a option to create new users.
- After creating the user, we can assign necessary roles to the user.
- Once all are completed, we need to go to the ‘Scheduled processes’, and
trigger the job ‘Retrieve Latest LDAP Changes’, which will reflect the
changes immediately.
- The above job is scheduled daily in Fusion instance, but if we want the
changes to be reflected immediately, we need to run the job manually.

60: Multi Org Structure in Oracle Fusion, R12 and 11i

61: Bulk Import of Lookup Types & Lookup Codes
- Prepare lookup type and lookup code files manually.
- Upload the above files from ToolsImport and Export To the path
‘setup/functionalSetupmanager/import.
- Once uploaded, go to the setup and maintenance Global search 
Manage Common Lookup and click on import to import the code and
types.

62: Import or Create Supplier using FBDI

- Download the FBDI template for Import Suppliers
- Once downloaded, fill the data in the sheet and click Generate Csv file. It
will generate the zip file with the csv file.
- Go to the scheduled processes, submit the Job ‘Load Interface File for
Import’ with the zip file . The data will load into the interface table
‘POZ_SUPPLIERS_INT’.
- Once that is done, submit the job ‘ Import Suppliers’ by giving in the
parameters which then will load the data into supplier base tables like
‘HZ_PARTIES’.

63: Create Alerts in Oracle Fusion using Alerts Composer

 - Once the role is created and assigned to user. We can see an option called
‘Alert Composer’ in Tools page. In that we can create alerts and send email
to user when a event occurs.

64: How to Schedule the ESS job and how to change Schedule for ESS
Job.
- Go into Scheduled processes, when you submit a job, there will be a
‘Advanced options’ where we can schedule a job.
- Once the job is scheduled we can track that by clicking Hierarchy in the
same screen.
- In hierarchy, we can see the number of jobs succeeded and the running
jobs.
- If we want to cancel or edit the schedule, we have Actions dropdown, from
there we can do the changes.

65: Approach of Interfaces

66: How to Install and Enable ADFDI Plug-In
To download the excel sheet, where we need to correct the data, we need to
download the ‘Correct Import Errors’ from the screen.
Once downloaded, this file asks us to add plugin and login to the fusion instance.

67: ADFDI To correct the Invoice Data

- In the sheet, we can check for the errors and correct it.
- Once corrected go to the ‘Correct Import Errors’ tab and click ‘Save and
Submit’.
- It will connect to the fusion and make the changes in base table.
- We can check that in Data model using the query.

68: How to Grant access of BIP reports to other users

- Go to your report or analysis, then click on More Permissions  We can
select the users whom we need to give access. Also, we can give access to
the roles which in turn gives access to all the users who have that role.

69: Workflow Process Part-1 (Approval Management Overview)

- Tools  Transaction Console
- We have four options in navigation pane
o Transaction Summary – All running, completed and failed workflows
are visible
o Analytics – Can create analytics using filters for the approvals
o Approval Rules – We can edit or create workflows
o Archived Transaction history – Old workflows are archived here.

70: Workflow Process Part-2 (Assign the Approval to specific User)

 - Go to Approval Rules as mentioned in above chapter.
- There we can create rules and mention the users who need to approve
before the process is created.
- For example, if we want to create a job, but it needs to get approved
before creating in fusion instance, we can give rules for the same.
- Once the workflow is created, we can go to global search and search
‘Manage job’, if we create a new job from there, it will not be immediately
created.
- Once all the approval users approve it, we can see the job get created in
fusion.

71: Workflow Process Part-3 (By pass the workflow Approvals)

- Go to Approval Workflows  And find the workflow created, there will be a
checkbox ‘Bypass Approvals’. Once selected, the approval hierarchy will
be disabled.
- Now, when you create a new job, it will automatically created in fusion
skipping the appprovals.

72: Workflow Process Part-4 (Set Conditional Approvals for workflow)

- Go to the Approval Workflows, we have to edit the workflows based on the
condition.
- For example, if the job is Full time or Regular, it has to go through the
approval workflows
- Else if the job is Part time or Temporary, it has to go through self approval.

73: HCM Data Loader Part-1 (Prepare the Data File to Load)
- Go to  My Client Groups  Data Exchange  HCM Data Loader
- View Business Objects  Search for the job that we want to load.
- We have a option to download the .dat file.
- We need to edit the dat file as below screenshot.
- The first line should be the comment.
- The second line should be the METADATA i.e., the job name and the
Column name/parameters for that particular job should be mentioned.
- From the third line, we need to add MERGE and the data for the above
mentioned columns in METADATA.

74: HCM Data Loader Part-2 (Import & Load the Data)
 - After preparing the dat file, zip it. The zip filename can be whatever we
want. But the dat file name should be same as we downloaded from
fusion.
- Click on Import and Load option  We can import the job by selecting the
file and click on Submit. If the file has any error, it will fail or it will upload
in fusion. The error details can be seen in the Message Details.
- It can fail if the date format is wrong or the value provided for certain
column is not available in the lookup. In case of lookup issue, we can add
the value in lookup by going into Manage Common Lookup, or else we can
change the value in the dat file and reimport the same.
- We can check the data loaded in the screen by doing into global search
and search for the business object that we loaded.

75: HCM Data Loader Part-3 (Delete Stage Table Data)

- Go to  My Client Groups  Data Exchange  Delete Stage Table Data
- To delete data from staging table loaded through HCM Data loader, go to
the above option and run the schedule, it will delete the data. In this case
we cannot give parameters manually.
- To give the parameters and run the delete, we need to go to Tools 
Scheduled Processes  Run the job ‘Delete HCM Data Loader Stage Table
Data’.

76: HCM Data Loader Part-4 (Using Spreadsheet)

- Go to  My Client Groups  Data Exchange  HCM Spreadsheet Data
Loader
- There you can go to the screen of ‘manage Department’ or “manage job’
or any other module.
- There we have a option to download the spreadsheet for data loader.
- Download the spreadsheet, as similar to ADFDI, we can login to the fusion
instance.
- Create a dataset and Fill the data to be uploaded and then click export.
- The data will be uploaded to HCM.
- It can be verified in instance screen.

77: How to configure the value sets in Fusion HCM

- Go to Setup and Maintenance  Global Search
- Search for Manage Value Sets
-

-
-

-
-

-
 -

- All 5 types of value codes are created as shown in above screenshots.

78: How to configure Descriptive Flex fields in Oracle Fusion

- Go to global search  Search for ‘Manage Descriptive Flexfields’

-
- Global Flexfields will always appear.
- Contect flexfield will appear only when you select the context
- For example: You want to add flexfields for ‘Create Job’. Go to Manage
Descriptive Flexfields, select the Job Attributes. Global flexfields can be
created in the same page.
- For context fields, there will be a button called Manage Contexts and then
you can create those flexfields.
- The type of those flexfields can be any datatype or even value codes
which we created in previous chapter.
- Once changes are done, deploy those flexfields.
- Now when we try to create a job in fusion, those flexfields will be visible.

79: Execution Time Limit for BIP Reports

 - Tools  Reports and Analytics  Browse catalog
- Click profile icon  Administration  Publisher  Manage Publisher
- Runtime Configurations  Properties
- There we can see all the properties set such as SQL Query timeout which
is 600 seconds.

80: Find Table details in Fusion and R12

https://docs.oracle.com/en/cloud/saas/index.html
- All the tables will be listed in the above link – Go to API’s and schema / All
Books to find the documentation, table and view details.

81: Oracle Fusion Interview Questions Part 1

82: Oracle Fusion Interview Questions Part 2
83: Features in BIP report Part 1

Once data model is created, we can create report.

84: Features in BIP report Part 2
- Once the report is created, we may need to edit it according to our needs.
- Download the template in rtf format
- Do the changes such as logo, font or other changes.
- Upload, now when the report is generated we can see the changes.

85: Event Trigger in BIP report

- After creating Data model. We have a Event Trigger option .
- In even trigger, we have options like ‘Before’, ‘After’ and ‘Schedule’.
- For example, in our case, we want to skip the report generation if it does
not have any data.
- So, in Event Trigger, select sql query and give query like ‘select 1 from
table_name’ which always returns one value.
- Now when you schedule the report based on trigger, it will be triggered
only if the Data model has any value or else it will be skipped.