Oracle Cloud (Fusion) Technical Training Manual

Configuring Fusion Security

            01: Creating an Employee

02: Adding Roles to User and Resetting the Password

03: Create the Custom Role

04: Create (Inherit) the Custom Role with Standard Role

05: Verify the user in Manager Users

06: Add Business Unit Data Access to User

07: Setup Vacation Rule for a User

08: Setup Printer in Cloud Application

09: Run User and Roles Synchronization Process.

10: Setup the Manage Procurement Agent

AOL Concepts in Fusion

01: Lookups with example

02: Value sets with Example

03: Descriptive Flexfield (DFF) with Example

04: Profile Options with Example

05: Enabling DFF through Personalization with Sandbox

Conversions - Data Loading (Inbound Integrations)

            01: HDL - Create the Employee/User with HDL template

            02: HDL - Adding the Roles to User with HDL template

            03: FBDI - Creating Supplier with FBDI template

            04: ADFDi  - Creating a Journal with Spreadsheet

Reports - Data Extraction (Out Bound Integrations)

01: BIP – Customizing Standard Templates

02: BIP – Developing New BI Publisher Reports

03: OTBI - Oracle Fusion Transactional Business Intelligence Reports 

    1. Navigating to Reports and Analytics

    2. Roles Required to Run/Create/Modify the OTBI Reports

    3. Running Oracle Standard Report

    4. Creating Analysis Report for Supplier Details

        a. Adding the new column to the existing Report

        b. Remove the Column from the existing Report

        c. Applying the Prompt (Filter) to the existing Report Column

    5. Creating BI Report (Using Data Model) for Purchase Order Details

    6. Creating Ad Hoc Report for Expense Details

    7. Creating Dashboard Report

    8. Creating Dashboard Report with Prompt (Filter)

    9. Creating Master-Child Analysis Report with Prompt (Filter)

    10. Creating Analysis Report with Multiple Subject Areas

04: Smart View Setup and Process

BPM - Approval Management (Business Process Management)

01: Key Components Overview

02: Approval Key Concepts

03: Payables Approvals Overview

04: Available Attributes

05: Considerations

06: Vacation Rules

07: Escalation Policies

08: Expiration Settings

09: Renew Settings

10: Reminder Settings

11: Approval Notifications

P2P - Procure to Pay Life Cycle Process flow

01. Create Requisitions

02. Approve Requisitions

03. Create Purchase Orders

04. Approve Purchase Orders

05. Receive Goods

06. Create Payables invoice with Match PO Lines

07. Approve Invoice

08. Invoice Payment to Supplier with Electronic Method

09. Approve Payments

10. Verify the Transaction Life Cycle

11. Transfer Payables data to General Ledger

12. Transfer Payments data to General Ledger

13. Verify the Journal Batches

14. Verify the Notifications in Mail

O2C - Order to Cash Life Cycle Process Flow

01. Create Sales Order

02. Create Pick wave

03. Create Pick Confirm

04. Create Ship Confirm

05. Transfer to Receivables

06. Verify the Transaction

07. Create a Receipt and Apply the transaction

08. Transfer Invoice to General Ledger

09. Transfer Receipt data to General Ledger

10. Verify the Journal Batches

Oracle EBS R12 Technical	Oracle Cloud (SAAS) Technical
AOL Concepts
Concurrent Programs	Jobs
Request Sets	Job Sets
Flex Fields	Flex Fields
Value Sets	Value Sets
Profile Options	Profile Options
Lookups	Lookups
Conversions / Interfaces Data Loading (Inbound Integrations)
Conversions	FBDI Loader, HDL for HCM
Interfaces	Third Party tool Mulesoft, Dell boomi
Web ADI	ADFDi -Spreadsheet loader
Data Loader	NA
Reports - Data Extraction (Out Bound Integrations)
Oracle Reports XML/BI Reports PL/SQL Reports	OTBI Reports BI/Analysis Reports
UTL_FILE (SFTP)	OTBI Reports with SFTP
Discoverer Reports	NA
Forms / Personalizations
Forms Development	NA
Forms Customizations	NA
Forms Personalizations	Personalizations with Sandbox
Workflow - Approval Management
Workflow Development	NA
AME - Approval Management Engine	BPM - Business Process Management
P2P - Procure to Pay
Create Requisitions	Create Requisitions
Approve Requisitions	Approve Requisitions
Create Purchase Orders	Create Purchase Orders
Approve Purchase Orders	Approve Purchase Orders
Receive Goods	Receive Goods
Create Payables invoice with Match PO Lines	Create Payables invoice with Match PO Lines
Approve Invoice	Approve Invoice
Invoice Payment to Supplier with Electronic Method	Invoice Payment to Supplier with Electronic Method
Transfer Payables and Payments data to GL	Transfer Payables and Payments data to GL
O2C - Order to Cash
Enter and Book the Sales Order	Create and Submit the Sales Order
Launch Pick Release	Create Pick wave
Pick Confirm The Order	Create Pick Confirm
Ship Confirm The Order	Create Ship Confirm
Transfer to Receivables	Transfer to Receivables
Create the Receipts and Apply the transaction	Create Receipt and Apply the transaction
Transfer Invoice and Receipt to GL	Transfer Invoice and Receipt to GL

Configuring Security    

1: Creating an Employee

Creating an employee from HCM’s Hire an Employee page.

1. Navigate to My Workforce/My Client Groups àNew Person.

 2. Click the Tasks panel tab > Hire an Employee.

 

3. Enter the following required fields:

Field                                      Value

Hire Date                             Today (defaults)

Hire Action                         Hire

Legal Employer                 US1 Legal Entity

Last Name                           Chinthapatla

First Name                          Raju

 

4. Click Next.

 

Note: If you get a Matching Person Records window, click Continue.

5. Enter Address details: 100 Main Street, Genoa, TX 77034, and Harris County.

Hint: Type in the street address and then the postal code to have the system complete the rest of the address.

6. Under E-Mail Details, click Add Row.

 7. Enter:

Field                      Value

Type Work          E-Mail

E-Mail                   OracleApps88@Yahoo.com

 

8. Click Next.

 

9. Scroll down to the Assignment tab, select or enter:

Field                                      Value

Business Unit                     US1 Business Unit

Department                        Finance US

Location                               Chicago

 

10. Accept all other defaults.

11. Click Next.

 

12. Scroll down and expand Expenses Information. (This is needed for Expense Reporting.)

13. Enter or select:

Field                                                                      Value

Default Expense Account                              101.10.60501.121.000.000

Expense Check Send-to Address                Home

 

14. Click Next.

 

15. Scroll down to the bottom of the page to verify that the Employee role is automatically assigned.

16. Click Submit.

 

17. Click Yes.

 

18. Click OK.

 

19. Navigate to: Directory > Directory.

 

Note: If you cannot see the entire Navigator, use Control and Scroll Down to minimize the screen.

20. Enter your Raju Chinthapatla Employee.

21. Click the Search icon.

 

22. Click your name to see details.

 

23. Review the details and go back

 

Once Employee/user is created, Application will send a mail notification to user and manager

 

User Mail Notification

User will get some of the company mandatory task in a mail notification

 

User will get the Reset the password URL in welcome email notification

 

Reset the password and log into application

 

And also Manger will get employee creation mail notifications

 

And also manager will get company action required email notifications

Please click on the below link for more details:

OracleApps88 - Oracle Cloud (Fusion) Technical Training Manual

https://drive.google.com/file/d/1YtyMd73ZnBq4wVGiJz7NirRD3gG2wQ9T

Thanks & Regards,

Raju Chinthapatla