1. Using Financials for the Americas
  2. Integration with Third Party – Custom Oracle BI Publisher Process

Integration with Third Party – Custom Oracle BI Publisher Process

Oracle Financials Cloud provides an out-of-the-box fiscal document electronic file with complete data to send to the Brazilian tax authority for approval.

To manage integration with the tax authority, the implementation team is required to use an external or partner´s system to coordinate sending the approval request and receiving back the approval. You can create a custom Oracle BI Publisher process to convert the fiscal document electronic file format to a third-party/partner system electronic file format.

This image shows how to implement the fiscal document remittance flow: sending fiscal document to a tax authority.

This image shows how to implement the fiscal document remittance flow.

This image details how to implement the fiscal document return flow: receiving approval information from a tax authority.

This image shows implementation of the fiscal document return flow

To create custom Oracle BI Publisher reports that support third party/partner external systems specific formats:

  1. Sign in to Oracle BI Publisher Enterprise through the /xmlpserver URL. Navigate to your report in the catalog. Click the More link for your report to see all options and then click Customize.

    Oracle BI Publisher creates a copy of the report in the Custom folder, under the identical folder hierarchy: Shared Folders/Custom/Applications/Financials and opens the report copy in the report editor.

  2. Create a custom layout for this report and save it. Use the List View to customize properties of the layout, enable the custom layout as the default for this report, or inactivate the original layouts so your users no longer see them.

    For information on setting the layout properties, see the Creating and Editing Reports chapter in the Oracle Fusion Middleware Report Designer's Guide for Oracle Business Intelligence Publisher at http://docs.oracle.com.

  3. Apply security to the custom report.

    Although Oracle BI Publisher creates identical folder hierarchy for the custom copy of the report, the catalog permissions present on the original folders and report are not copied to the custom report or the folder hierarchy. You must manually reapply the catalog permissions to secure the custom report identically to the original report.

    For more information on report customization, see the Using the Customize Feature chapter in the Oracle Fusion Middleware Report Designer's Guide for Oracle Business Intelligence Publisher at h http://docs.oracle.com.