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Oracle Fusion GL Integration

This appendix provides detailed instructions for configuring Oracle Fusion General Ledger integration with EPMware, enabling metadata export from Fusion GL and import into EPMware for centralized management.

Oracle Fusion GL Integration Overview Oracle Fusion GL integration architecture with EPMware

Overview

The Oracle Fusion GL integration allows EPMware to manage Chart of Accounts (COA) hierarchies and value sets, providing centralized control over financial dimensions with automated deployment capabilities.

Integration Architecture

graph TD
    A[Oracle Fusion GL] -->|Export| B[Value Sets & Hierarchies]
    B -->|ZIP File| C[EPMware Import]
    C --> D[Metadata Management]
    D -->|Deploy| E[Target Systems]
    E --> F[EPM Applications]
    E --> G[Other GL Systems]

Configuration Steps

1️⃣ Export from Fusion

Extract value sets and hierarchies from Oracle Fusion GL

Configure →

2️⃣ Prepare Files

Format and package files for EPMware import

Prepare →

3️⃣ Configure EPMware

Setup application and dimension configuration

Setup →

4️⃣ Import & Validate

Load metadata and verify configuration

Import →

Step 1: Export Fusion Metadata

Export Value Set Values

  1. Access Value Sets
  2. Login to Oracle Fusion
  3. Navigate to Setup and Maintenance
  4. Open Chart of Accounts Value Set Values

Setup and Maintenance Navigation Oracle Fusion Setup and Maintenance navigation screen

Chart of Accounts Value Set Screen Chart of Accounts Value Set Values configuration screen

  1. Search and Select
  2. Search for your Chart of Accounts
  3. Select the Value Set to export
  4. Click Manage Values

Search Chart of Accounts Search screen for Chart of Accounts selection

Value Set Selection Value Set selection with Manage Values button

  1. Export Process
  2. Click Search to display all values
  3. Select Actions → Export to Excel
  4. Save file as <DIMENSION_NAME>.xls

Manage Values Screen Manage Values screen with Search button highlighted

Export to Excel Action Actions menu with Export to Excel option

File Naming

File names must match dimension names exactly. For example, if your dimension is "Account", save as Account.xls

Export Hierarchies

  1. Access Hierarchies
  2. Navigate to Manage Account Hierarchies
  3. Select the tree to export

Manage Account Hierarchies Manage Account Hierarchies navigation screen

Hierarchy Tree Selection Account hierarchy tree selection screen

  1. Export Hierarchy
  2. Open hierarchy tree view
  3. Click Export icon
  4. Save as <DIMENSION_NAME>_Hierarchies.xls

Export Hierarchy Screen Hierarchy export screen with export icon

File Naming Convention

File Type Naming Pattern Example
Value Sets <DimensionName>.xls Account.xls
Hierarchies <DimensionName>_Hierarchies.xls Account_Hierarchies.xls

Step 2: Prepare Import Files

Create ZIP Package

Package exported files for EPMware import:

fusion_gl_export.zip
├── Account.xls
├── Account_Hierarchies.xls
├── CostCenter.xls
├── CostCenter_Hierarchies.xls
├── Company.xls
└── Company_Hierarchies.xls

ZIP File Structure Example ZIP file structure for EPMware import

File Structure Requirements

Value Set File Format

Column Description Required
Value Segment value code ✅
Description Value description ✅
Enabled Y/N flag ✅
Start Date Effective from ✅
End Date Effective to Optional
Sort Order Display sequence Optional

Hierarchy File Format

Column Description Required
Parent Value Parent node ✅
Range Size Single/Range ✅
Child Value Child node ✅

Step 3: Configure EPMware

Application Setup

  1. Create Application 
    Configuration → Applications → Configuration
Field Value
Application Name User-defined (e.g., "Fusion_GL")
Target Application Same as Application Name
Application Type ORACLE-FUSION-CLOUD
Deployment File or Direct

EPMware Application Registration EPMware application registration for Oracle Fusion GL

  1. Configure Properties

Navigate to Properties tab and configure:

Property Description Example
COA_CODE Chart of Accounts identifier US_COA
DEPLOYMENT_METHOD Integration approach REST_API
SEGMENT_SEPARATOR Hierarchy delimiter . (period)

Application Properties Configuration Application properties configuration for Fusion GL integration

Dimension Configuration

  1. Register Dimensions

For each value set, create a dimension:

Configuration → Dimensions → Configuration
Dimension Class Dimension Name Description
Account Account GL Natural Account
Generic CostCenter Cost Center Hierarchy
Generic Company Legal Entity Structure

Dimension Registration Dimension registration screen for Fusion GL value sets

  1. Configure Properties

For each dimension, set properties:

Property Value Description
MAX_LENGTH 30 Maximum value length
VALIDATION_TYPE Independent Value set type
SECURITY_ENABLED Y/N Enable security rules

Dimension Properties Configuration Dimension properties configuration screen

Dimension Properties Reference

Review Value Set configuration in Fusion to determine properties:

  1. Navigate to Manage Account Hierarchies in Fusion
  2. Note the following settings:
  3. Maximum value length
  4. Format type (Char/Number)
  5. Validation type
  6. Security rules

Value Set Configuration Reference Value Set configuration details in Oracle Fusion

Step 4: Import Metadata

Import Process

  1. Upload ZIP File
  2. Navigate to Configuration → Applications
  3. Click Import icon for your application
  4. Select Manual Import
  5. Browse and select ZIP file

Application Import Dialog Application import dialog for manual ZIP file upload

  1. Import Execution
  2. Click Import button
  3. Monitor progress bar
  4. Review import status

Import Progress Bar Import progress bar showing hierarchy processing

  1. Validation
  2. Check hierarchy structure
  3. Verify properties imported
  4. Validate member counts

Import Status Report Import status report with validation results

Import Status Indicators

Status Description Action
✅ Success All data imported Review hierarchies
⚠️ Warning Partial import Check warnings log
❌ Error Import failed Review error details

Deployment Configuration

Deployment to Fusion GL

Configure EPMware to deploy changes back to Fusion GL:

  1. REST API Configuration 

    // Example REST endpoint configuration
{
  "endpoint": "https://fusion-instance.oraclecloud.com/fscmRestApi/resources",
  "method": "POST",
  "authentication": "Basic",
  "content-type": "application/json"
}

  2. Deployment Properties

Property Value Description
DEPLOY_URL Fusion REST endpoint Target URL
BATCH_SIZE 100 Records per batch
TIMEOUT 300 Seconds

Process Monitoring

Check Fusion Process Status

  1. Access Scheduled Processes
  2. Login to Fusion
  3. Navigate to Tools → Scheduled Processes

Scheduled Processes Navigation Tools menu with Scheduled Processes option

  1. View Request Status
  2. Check process status
  3. Review log files
  4. Verify completion

Process Status Flat View Scheduled processes flat list view

Process Status Hierarchical View Scheduled processes hierarchical view showing parent-child relationships

Request ID Tracking

View Type Purpose Usage
Flat List Simple status view Quick checks
Hierarchical Parent-child processes Detailed analysis

Request Log File Request log file showing deployment details and sub-requests

Validation & Testing

Pre-Import Validation

  • [ ] All value sets exported
  • [ ] Hierarchies complete
  • [ ] File names match dimensions
  • [ ] ZIP structure correct

Post-Import Validation

  • [ ] Member counts match
  • [ ] Hierarchies intact
  • [ ] Properties populated
  • [ ] No orphaned members

Test Deployment

  1. Create test request
  2. Make minor change
  3. Deploy to Fusion
  4. Verify in target

Best Practices

Data Management

  • 📅 Schedule regular exports - Keep EPMware synchronized
  • 🔍 Validate before import - Check file formats
  • 📊 Monitor batch sizes - Optimize performance
  • 🔄 Test in non-production - Validate changes safely

Security Considerations

  • 🔐 Use service accounts for integration
  • 🔑 Rotate credentials regularly
  • 📝 Audit all changes
  • 🛡️ Encrypt sensitive data

Performance Optimization

  • ⚡ Import during off-peak hours
  • 📦 Batch large updates
  • 🎯 Target specific dimensions
  • 📈 Monitor processing times

Troubleshooting

Common Issues

Issue Cause Solution
Import fails Incorrect file format Verify Excel format and column headers
Missing hierarchies Export incomplete Re-export with all levels included
Duplicate values Multiple value sets Check value set assignments
Property mismatch Configuration error Review dimension properties

Debug Steps

  1. Check EPMware Logs 

    Administration → Services → View Logs

  2. Verify Fusion Configuration

  3. Value set settings
  4. Hierarchy definitions

  5. Security rules

  6. Test Connectivity

  7. REST API endpoints
  8. Authentication
  9. Network access

Dimension Property Reference

Required Dimension Properties

Configure these in EPMware for each Fusion GL dimension:

Property Name Description Example Required
FLEX_VALUE_SET_NAME Value set identifier ACCOUNT_VALUES ✅
FLEX_VALUE_SET_ID Numeric ID 1000234 ✅
MAXIMUM_SIZE Max value length 30 ✅
ALPHANUMERIC_ALLOWED Allow letters Y ✅
UPPERCASE_ONLY Force uppercase N Optional
NUMERIC_MODE Numbers only N Optional
MIN_VALUE Range minimum 1000 Optional
MAX_VALUE Range maximum 9999 Optional

Dimension Property Settings Dimension property configuration reference

Quick Reference

File Specifications

Specification Requirement
File Format Excel (.xls/.xlsx)
Encoding UTF-8
Max File Size 50 MB per file
Compression ZIP format

API Endpoints

Operation Endpoint
Value Sets /fscmRestApi/resources/latest/valueSets
Hierarchies /fscmRestApi/resources/latest/accountHierarchies
Validation /fscmRestApi/resources/latest/glValidationRules

Migration Checklist

Use this checklist for production migration:

Preparation

  • [ ] Document current COA structure
  • [ ] Identify all value sets
  • [ ] Map to EPMware dimensions
  • [ ] Plan deployment schedule

Configuration

  • [ ] Create EPMware application
  • [ ] Configure dimensions
  • [ ] Set properties
  • [ ] Setup security

Testing

  • [ ] Import test data
  • [ ] Validate hierarchies
  • [ ] Test deployment
  • [ ] Verify audit trail

Go-Live

  • [ ] Production import
  • [ ] User training
  • [ ] Monitor first deployment
  • [ ] Document issues

Support Resources

EPMware Support

📧 Email: support@epmware.com
📞 Phone: 408-614-0442

Oracle Resources

Integration Tip

Consider using EPMware's ERP Import module for automated, scheduled imports from Fusion GL. This provides better control over the integration process and comprehensive audit trails.