8Additional Functionality

This chapter contains the following:

You can copy an interdependent setup data configuration to create a new set of interdependent setup data similar to the original one. This process helps to create data faster, especially for setup requirements that are complex but similar.

For example, create a business unit structure and then copy its setup to create a new business unit structure whose setup data requirements are similar to the original business unit, except for a few exceptions specific to the new business unit.

How Copy Configuration Works

Start the copy process by selecting an existing setup configuration, whose setup data is then copied to a staging area. Next, modify the setup data in the staging area according to the requirements of the new setup configuration you want to create. Since the purpose of copying setup is to create a new set of setup data quickly and easily, only those attributes that are minimally required to be set up are available for edit.

After you complete making modification to the staged setup data, submit an import process which creates the new setup configuration by copying setup data from the original and changing the data where applicable based on the modifications you made.

Once the import process completes, Oracle recommends that you review your new setup configuration to ensure it meets your requirements. You can also make additional changes to the data of the new setup if needed.

The following figure illustrates the steps in the copy configuration process.

This graphic illustrates the steps in the copy
configuration process which are explained in this topic.

This procedure explains how to copy an existing setup configuration and use it for other setup requirements that are similar.

You need the following privileges to copy a setup configuration:

  • Submit Export Setup Data Process (ASM_SUBMIT_EXPORT_SETUP_DATA_PROCESS_PRIV)

  • Submit Import Setup Data Process (ASM_SUBMIT_IMPORT_SETUP_DATA_PROCESS_PRIV)

  • Task-specific privileges

Refer to the Oracle Applications Cloud Security Reference for Common Features guide for detailed information about task-specific privileges.

To copy a setup configuration, follow these steps:

  1. Click Navigator > Setup and Maintenance work area.

  2. In the Setup page, select Copy Configuration from the Tasks panel tab.

  3. To create Copy Configuration Request,

    1. In the Copy Configuration Requests region, select Create from the Actions menu. Alternatively, you can also click the Create icon.

    2. In the Create Configuration Request page, select the setup configuration you want to copy from Copy Configuration menu.

    3. Select the scope of your copy. For example, if you copy setup configuration of business units, then you must select one of the existing business units to copy its setup.

    4. You can change the default request name if necessary.

    5. Click Submit.

  4. To edit the staged configuration,

    1. Monitor the Status column of the request in the Copy Configuration Requests table. Click Ready to Edit when the status updates.

    2. Enter or update the values for the displayed attributes, which represent the minimum set of setup data required for the new setup configuration to function.

    3. Click Save and Close when you complete making changes.

  5. To import the staged configuration,

    1. Click Ready to import in the Status column in the Copy Configuration Requests table when the status updates.

    2. The same set of attributes shown in the previous step is displayed for your final review. You can compare the values of the source setup with the values of the new setup. Select Edit to make modifications if necessary.

      Note: You can't edit the values after the new setup is created.
    3. Click Import.

    4. The Status column of Copy Configuration Requests table now shows Import in progress. Click the link to monitor the import process. To get updated information click the Refresh icon.

  6. To fix copy setup configuration errors,

    1. Click Ready to fix errors in the Status column in the Copy Configuration Requests table.

    2. Review the report and identify where the error occurred. The report lists all business objects in the order they were processed.

      • If the error is due to data conflicts such as attempting to create an object that already exists, use Edit Staged Configuration to fix the error and resubmit the import process.

      • Otherwise, report the issue to your help desk indicating the owning product as indicated in the error. Download and attach the process status details report when reporting the issue.

  7. To review the copied setup configuration, click Ready to review in the Status column of the Copy Configuration Requests column. You can select the Go to Task icon for each setup task displayed to verify accuracy of the setup data.

Search for a Task

This procedure explains how to search for a specific task to manage the data it represents. You can't perform this procedure unless you have task-specific privileges. Refer to the Oracle Applications Cloud Security Reference for Common Features guide for detailed information about task-specific privileges.

To search for a specific task, follow these steps:

  1. Click Navigator > Setup and Maintenance work area.

  2. In the Setup page, select Search from the Tasks panel tab.

  3. In the Search page, enter a string that matches the complete or partial name of the task and click Search.

    The string is matched with the names of tasks, lists and business objects by default.

  4. Click the Tasks, Task Lists, Business Objects link to change the matching criteria. Select the criteria from the available options and click Done.

  5. From the search results,

    • If you matched with task, click the link in the Name column to go to the page for entering the setup data it represents.

    • If you matched with task list or business object name, click the link in the Name column to go to a list of tasks that are associated with the task list or business object. Follow the previous step to manage the setup data of each task in the list.

    • If you matched with functional area, click the link in the Name column to go to a list of the parent offerings of the functional area. Select the applicable offering to find the list of tasks in the task region. Follow the previous step to manage the setup data of each task in the list.

    • If you matched with offering name, click the link in the Name column to go to the offering. Follow the steps in the topic Update Existing Setup Data to manage the setup data of the offering.

Manage Integration of Additional Applications

In your application, if you want to reference and use data that's available in another application, you must first have that application integrated with Oracle Applications Cloud. Thereafter, you can configure how to dynamically link to it and keep the reference up-to-date so that you always have access to the latest content.

Follow these steps to create the application integration.

  1. Click Navigator > Setup and Maintenance.

  2. In the Setup and Maintenance work area, click Manage Setup Content from the Tasks panel tab.

  3. On the Manage Setup Content page, click Manage Integration of Additional Applications.

  4. On the Manage Integration of Additional Applications page, click Actions > Create.

  5. Enter the application details in the relevant fields. Ensure that the information you provide is complete and accurate. For example,

    • Begin the URL with http:// or https://.

    • Provide correct access credentials for the selected security policy.

    Note: You can't edit the Application Name and Partner Name once you save the details.
  6. Click Save and Close.