1. Administering Data Management for Oracle Enterprise Performance Management Cloud
  2. Integrating Data
  3. Integrating Budgetary Control
  4. Loading Budgetary Control Budget Consumption Balances to the EPM Cloud Process Description
  5. Configuring a Connection to a Budgetary Control Source

Configuring a Connection to a Budgetary Control Source

Procedure describes how to configure an Budgetary Control source.

Budgetary Control Balance cubes and their underlying control budgets are eligible for integration with the Oracle Enterprise Performance Management Cloud when the control budget in Budgetary Control:

  • has a "Planning" Source Budget Type.
  • does not have Project Portfolio Management keys as a budget segment
  • is associated with a Budgetary Control Balances cube

To begin integrating the Budgetary Control with the EPM Cloud, create and register the source system with the source system type "Oracle ERP Cloud."

After the source system and connection information are specified, initialize the source system to copy the Budgetary Control information to EPM Cloud as one of many Oracle Essbase target applications.

To add a Budgetary Control source system:

  1. On the Setup tab, under Register, select Source System.
  2. In Source System, click Add.
  3. Enter the source system details:
    1. In Source System Name, enter the source system name.

      Note:

      Make sure the source system name does not include any spaces. For example, use FinCloudBC rather than Fin Cloud BC.
    2. In Source System Description, enter a description of the source system.
    3. In Source System Type, select Oracle ERP Cloud.
    4. Select Fusion Budgetary Control.
      When Budgetary Control is enabled, only Budgetary Control applications, as indicated by an "XCC _" prefix, are imported.

      Image shows the Details section of the Source System page.

    5. In Application Filter, specify any filter(s) condition to limit the number of Budgetary Control applications returned when you initialize the source system.

      You can specify a single filter condition or multiple filters conditions. If you use multiple filter condition, separate each filter condition by a comma (,).

      When you specify an application name as a filter condition, you can specify the full Budgetary Control application name, wild card, or a wild card for a single character as shown below.

      • XCC_VF_City_Budget (Full Name)
      • XCC_VF* (Wild Card)
      • XCC_VF??COA (Wild Card for single char_)

      You can get the name of the Budgetary Control Balances Essbase cubes for the control budgets to which to integrate using the Manage Control Budgets task in Fusion Budgetary Control.

      When you run the initialize process, the system imports all the applications that match the filter condition. If no filters are provided, all applications are imported.

  4. Click Configure Source Connection.

    The source connection configuration is used to store the Budgetary Control user name and password. It also stores the WSDL connection for the same.

  5. In User Name, enter the Budgetary Control user name.

    Enter the name of the user who is assigned as a Budget Manager and has data access to the Budgetary Control budgets with which you want to integrate.

  6. In Password, enter the password of the user.

    You must update this password anytime you change your Oracle ERP Cloud password.

  7. In Web Services URL, enter the server information for the Fusion web service. For example, enter https://server.
    Image shows the Configure Source Connection page.

    For customers using release 19.01 and earlier of the Oracle ERP Cloud, use the old WSDL to make the connection and then specify the URL in the following format:

    If you are use a release URL format version earlier than R12, then replace the "fs" with fin in the URL from the one that is used to log on into the Web Services URL.

    If you are use a release URL format version later than R12, replace the "fs" with "fa" in the URL from the one that is used to log or simply copy and paste the server from the one that is used to log on into Web Services URL.

    For example, you might specify: https://efsdcdgha02.fin.efops.yourcorp.com/publicFinancialCommonErpIntegration/ErpIntegrationService?WSDL

    \
  8. Click Test Connection.
  9. Click Configure.

    The confirmation "Source system [source system name] has been configured successfully" is displayed.

  10. On the Source System screen, click Initialize.

    Initializing the source system fetches all metadata needed in Data Management, such as budgets, budget chart of accounts, and so on. It is also necessary to initialize the source system when there are new additions, such as chart of accounts, segments/chartfields, ledgers, and responsibilities in the source system.

    The initialize process may take a while, and you can watch the progress in the job console.

  11. Click Save.