1. Administering Financial Consolidation and Close
  2. Managing Task Manager Integrations
  3. Managing Integrations with Cloud and On-Premises Applications
  4. End User Integrations for Oracle Cloud ERP

End User Integrations for Oracle Cloud ERP

Task Manager end user integrations allow you to access functionality in remote Cloud environments. This section lists the available Task Manager end user integrations available for Oracle Cloud ERP.

For a description of the remote Cloud functionality, see the documentation for that Cloud service.

End User Integrations for Oracle Cloud ERP - Assets

  • Asset Balances Reconciliation with General Ledger
  • Asset Cost Summary
  • Asset Reserve Summary
  • Calculate Depreciation
  • Calculate Deferred Depreciation
  • Capitalize CIP Assets
  • Create Assets Accounting
  • Journal Entry Reserve Ledger Report
  • Manage Asset Assignments
  • Manage Asset Financial Transactions
  • Manage Mass Retirements
  • Manage Mass Transfers
  • Periodic Mass Copy for Tax Books
  • Period Close Exception Report
  • Prepare Source Lines and Submit Post Mass Additions
  • Reinstate Assets
  • Retire Assets

End User Integrations for Oracle Cloud ERP - Cash Management

  • Bank Statement Reconciliation
  • Create Accounting
  • Cash to General Ledger Reconciliation Report
  • Subledger Period Close Exceptions Report

End User Integrations for Oracle Cloud ERP - General Ledger

  • AutoPost Journals
  • AutoReverse Journals
  • Close General Ledger Periods
  • Create Allocation Rules
  • Create Balance Sheet Closing Journals
  • Create Income Statement Closing Journals
  • Extract Payables to General Ledger Reconciliation Data
  • Extract Receivables to General Ledger Reconciliation Data
  • Financial Reporting Center Work Area
  • General Accounting Dashboard
  • Generate Allocation Rules
  • General Ledger Trial Balance
  • General Ledger Average Trial Balance
  • General Ledger Journals Report
  • General Ledger General Journals Report
  • General Ledger Journals Details Report
  • General Ledger Journals Day Book Report
  • General Ledger Journals Batch Summary Report
  • General Ledger Account Details Report
  • General Ledger Account Analysis for Contra Account Report
  • General Ledger Average Balance Audit Account Analysis Report
  • General Ledger Account Analysis Report
  • General Ledger Trial Balance Report
  • Import Journals
  • Manage General Ledger Accounting Periods
  • Manage Journals
  • Open General Ledger Periods
  • Period Close Dashboard
  • Reconcile Payables to General Ledger
  • Reconcile Receivables to General Ledger
  • Revalue Balances
  • Translation
  • Transfer Balances Cross Ledgers
  • Transfer Balances to Secondary Ledger

End User Integrations for Oracle Cloud ERP - Intercompany

  • Intercompany Account Details Report
  • Intercompany Reconciliation
  • Intercompany Transaction Summary Report
  • Intercompany Transactions Work Area
  • Manage Intercompany Period Status
  • Transfer Intercompany Transactions to General Ledger
  • Transfer Intercompany Transactions to Receivables
  • Transfer Intercompany Transactions to Payables

End User Integrations for Oracle Cloud ERP - Payables

  • Apply Missing Conversion Rates
  • Complete or Cancel Incomplete Payment Process Requests
  • Create Payables Accounting
  • Create Mass Additions
  • Extract Payables to General Ledger Reconciliation Data
  • Import Payables Invoices
  • Import Payables Payment Requests
  • Manage Payables Period
  • Open Items Revaluation Report
  • Payables Unaccounted Transactions Report
  • Payables Invoices Landing Page
  • Payables Unaccounted Transactions Report with Sweep Option
  • Payables Trial Balance Report
  • Period Close Exceptions Report
  • Review Payables to General Ledger Reconciliation Report
  • Transactions Pending Approvals
  • Transfer Cost to Cost Management
  • Update Matured Bills Payable Status
  • Update Matured Bills Payable Status
  • Validate Unvalidated Transactions

End User Integrations for Oracle Cloud ERP - Receivables

  • Approve or Reject Customer Credits

  • Billing Work Area

  • Clear Receipts Automatically

  • Create Automatic Billing Adjustments

  • Create Automatic Receipt Batch

  • Create Receipts Remittance Batch

  • Create Late Charge Batch

  • Create Automatic Receipt Write-Offs

  • Create Receivables Accounting

  • Extract Reconciliation Data From Receivables to General Ledger

  • Import AutoInvoice: Master

  • Manage Receivables Accounting Periods
  • Manage Revenue Adjustments
  • Receivables Balances Work Area

  • Process Receipts Through Lockbox

  • Recognize Revenue

  • Receivables Aging by General Ledger Account Report

  • Submit Subledger Period Close Exceptions Report

End User Integrations for Oracle Cloud ERP - Tax

  • Tax Reconciliation Report

  • Tax Reconciliation by Taxable Account Report

Application Token Values for Cloud ERP Integrations

Token Name: SERVER

Token Description: Property used for URL-based integration, for example, as in this fictitious URL: https://customer_chosen_domain_name_fa.DC.oraclecloud.com

Note:

Do not specify forward slash ( / ) at the end of the URL.

Pre-requisites to Display ERP Cloud Task in Task Manager

To display ERP Cloud task in Task Manager, Cloud ERP application must be enabled to display the site within iFrame. If you see a blank page with an error "refused to connect <Cloud ERP URL>" when opening the Cloud ERP , make sure you complete these pre-requisite.

  1. Identity Cloud Service (IDCS) - Allow Authentication Via an iFrame
    1. In the IDCS Admin Console, in the navigation tray, click Settings > Session Settings.
    2. Enable the All Cross-Origin Resource Sharing (CORS) slider.
    3. In Allowed CORS Domain Names, enter the EPM root URL
    4. Click Save. See IDCS - How to Allow Authentication Via an an IFrame.

    Note:

    If you are not using IDCS and using some other application for single sign on such as Okta, you must enable Cross-Origin Resource Sharing (CORS) in that application for EPM.
  2. Request the Oracle Cloud ERP Applications administrator to enable Cross-Origin Resource Sharing (CORS) by adding the EPM Cloud root URL to the Oracle Cloud Application for the profile options:
    • ORA_CORS_ORIGINS
    • ORACLE.ADF.VIEW.ALLOWED_ORIGINS

    To update the profile value:

    1. Login to Cloud ERP applications as an administrator.
    2. From the User Admin menu, go to Setup And Maintenance.
    3. Search for Manage Administrator Profile Values.
    4. Enter ORACLE.ADF.VIEW.ALLOWED_ORIGINS as the profile code and click Search.
    5. In the Profile Values section, specify the value. To access third party URL, include 'self' along with third party URL (use white space as separator). For example:

      'self' <white space> <url>

      See

    6. Repeat the same steps for the ORA_CORS_ORIGINS profile option.