Fusion Financials Direct Integration with Oracle Hyperion Planning Cloud

Oracle ERP Fusion Direct Integration with Oracle Hyperion Enterprise Planning and Budgeting Cloud Service (EPBCS)

Create Source System

Note: First important thing you need to know is when you initialize the source system in data management, the system creates instantly an Essbase ASO cube for Fusion Financials (GL) under Target Application in the same name of Ledger (with no spaces), for example if the name of your Fusion application is “XYZ Ledger”, the application will be “XYZLedger”.

1. From your Planning Instance Open Data Management > Setup tab > Application Settings In Log Level field, enter 5 > Save

 

2. Under Register section, select Source System > Add

Enter Source System Name (preferred to be with no spaces)

For Source System Type, select Fusion Financials Cloud

3. Click Save

4. Select your application then click, Configure Source Connection

5. Enter User Name and Password and in the URL replace “server”, with your fusion URL till .com only

The URL syntax should be like this

https://xxxx.fin.em2.oraclecloud.com/publicFinancialCommonErpIntegration/ErpIntegrationService?WSDL

6.Click Test Connection and ensure its successfully > OK > Configure

7. Select Source System > Initialize

In this process the system creates a Target Application (ASO Essbase)

Monitor the process in the Workflow tap > Process Detail > Click Refresh till you see the green check mark

8. After completion, navigate to Target Application and check out your application with type “Essbase”

Create Target Application

Now we will create a Target Application with type “Planning”

1. Navigate to Target Application > Click Add > Cloud

2. Enter the required parameters for your EPM Cloud application

URL: http://xxxx-xxx.pbcs.em2.oraclecloud.com/

User Name:

Password:

Domain

3. Click Refresh Members and Refresh Metadata

4. In the down section “Application Details”, configure your application dimensions

a    . For standard dimensions

Dimension Name	Target Dimension Class	Data Table Column Name
Account	Account	ACCOUNT
Entity	Entity	ENTITY
Period	Period
Scenario	Scenario
Version	Version	UD1
Years	Year
Currency	Currency

b    . For Custom dimensions (For Example)

For Target Dimension Class, select all “Generic”

For Data Table Column Name, Enter values starting from UD2, UD3 …

Dimension Name	Target Dimension Class	Data Table Column Name
Asset Class	Generic	UD2
Asset Details	Generic	UD3
Employee	Generic	UD4
Project	Generic	UD5

5. Click Save

Create Import Format

1.Navigate to Import Format > click Add

Enter Name for the import format

2. For Source, select the target Essbase application which created during the initialize process “XYZLedger”

3. For Target, select target Planning Application

4. Click Save

5. Create Mappings in the bottom section

Don’t forget to click Save :~)

Create Location

Create location to link the import format with data load mapping and data load rule.

1. Click Add > Enter required parameters

2. For Functional Currency, enter the currency code, for example “USD”

3. Click Save

Create Data Load Mapping

1. Back to Workflow tab, then select Data Load Mapping

You have to create mapping for all dimensions which are valid for the target cube and all for all members.

This URL from Oracle is helpful

http://docs.oracle.com/cloud/latest/epm-common/ERPIA/fus_data_mapping_116x52092843.htm

Create Data Load Rule

1. Click on Data Load Rule > Add

2. In the Details section, enter name for the rule and for Target Plan Type, select the target cube

3. For Source Filter section, create your filters (Important Section)

4.  4. Finally, Save > Execute > Enjoy :~)