Setting up for Oracle Fusion Cloud Sustainability

Welcome to our demo on setting up Oracle Fusion Cloud Sustainability. In this demo, I'll guide you through an overview of configuring sustainability ledgers, activity types, global warming potentials, and common tasks like lookups, value sets, DFFs and profile options for managing sustainability activities. Let's get started.

With corporate sustainability becoming a priority for organizations, gathering, and organizing sustainability data has become increasingly challenging. Data residing in disparate systems must be captured and managed for sustainability reporting. The setups in Oracle sustainability help by populating the data in a flexible framework so that activities get recorded, emissions get calculated, and activities finally get posted to the sustainability ledger.

We'll now proceed to learn how to perform sustainability setups, but first, you need to enable the sustainability functional area under the desired offering. This functional area is shared under Procurement, Product Management and Manufacturing and Supply Chain Materials Management offerings. For this demo, I have already enabled it under the Procurement offering.

You need the sustainability application administrator role to perform the setups, and I have already logged in with one such user. Now let's navigate to Setup and Maintenance under Settings and Actions.

And on that page under Setup, change the offering if required. I am choosing Procurement for this demo. You will find Sustainability towards the end of the list under the functional areas on the left side of the page. Let's click on the sustainability functional area, and the sustainability tasks appear on the right side of the page.

Click the box next to the label Show, and change its value from Required Tasks to All Tasks. Now you will see all the tasks listed. Let's get started by first configuring sustainability ledgers. I'm clicking on the Manage Sustainability Ledger Task.

Here you can create new sustainability ledgers by clicking the Create Sustainability Ledgers button on the top right. To update an existing ledger, click on the pencil icon under the Actions column, and to view the legal entities assigned to a ledger, click the View legal entities icon next to the Edit icon.

Now let me give you a demo of creating one such ledger. I'm providing a unique ledger name. I can provide a description. I must provide an accounting calendar. A first period, and I'm providing vision services as the legal entity and creating my ledger.

You can assign one or more legal entities to a ledger, and now when I'll create an activity, the sustainability ledger will automatically be derived based on the legal entity entered on the activity.

Manage sustainability lookups task is optional. This task helps you manage list of values in the application. For instance, you can define additional values for sustainability, emission types or sustainability measure types for an activity type.

Now let me take you to manage sustainability descriptive flexfields task. On the Manage sustainability descriptive flexfield page, I am selecting environmental activities management as the module and clicking Search. You will see here, there are two descriptive flexfields associated with Oracle Sustainability. The activity DFF is optional, and lets you extend data attributes on activities.

For example, you could add an activity DFF to capture information like the facility associated with an activity. The emission factor map DFF is mandatory for modeling and activity type in Oracle Sustainability. Now in the search results, I'm selecting emission factor map, and clicking on the pencil icon to edit.

On the Edit Descriptive Flexfield - Emission Factor Map page, I'm clicking on Manage contexts, and on that page I'm clicking on Search. You'll notice here all the contexts that I've configured. To model your activity types, you must configure the activity types as a DFF context value, and define the associated activity type attributes as context sensitive segments.

And for each attribute of the activity type, you need to create a value set and then populate its values. As an example, let's review the setup I have pre-configured for stationary combustion demo.

This activity type I'm using to capture fuel consumption for scope 1 emissions. I have created the DFF context with the same display name as my activity type, and I've captured the activity type attribute fuel type as it's context sensitive segments.

Let's search the context stationary combustion demo by entering it in the display name field, and clicking the Search button. I'm selecting the match record and clicking on the pencil icon, and you will observe here that fuel type is set up as a context sensitive segment for this demo.

After configuring the DFF setup and value sets for activity types and activity type attributes, we also need to configure the measure types and emission types for an activity type, and we can do that by using Manage activity types task. I'm clicking on the Manage activity types task, and on this page, you can see several activity types that I've already configured on this instance.

I'm clicking on the Add activity type, and I'm selecting stationary combustion demo, which I created as my DFF context, and in the scope, I'm selecting scope 1. I'm leaving the start date and end date as defaulted. In the measure type, I'm selecting quantity, and in the emission type, I'm selecting carbon dioxide equivalent to create my activity type.

Now, this configuration will allow me to assign an activity to the stationary combustion demo activity type. Profile options help you configure and control aspects of application's functionality, and in sustainability, we achieve this by setting the Profile Values using the Manage sustainability profile options task.

One such profile option allows you to define the carbon dioxide equivalent reporting unit of measure so that the calculator will convert carbon dioxide equivalent calculated in all the activities to this common unit of measure for reporting, and roll up across all activities.

The managed global warming potentials is an optional task. You need to configure this task only if you plan to calculate emissions on your activities. GWP is a factor that needs to be applied to greenhouse gases to calculate the carbon dioxide equivalent.

To enter a GWP, I'm clicking on Manage global warming potentials task, and you will observe that the GWP values here are 100-year time horizon values from the IPCC fifth assessment report or AR5. This task allows you to create new GWP or update existing ones to keep your data current with revisions.

Oracle also recommends using the accelerator spreadsheet templates that Oracle provides to prepare your setup data for value sets, activity types, emission factor mappings, global warming potentials, and sustainability ledgers. You can choose to enter the data directly using the application, or you can copy the data you have populated in the accelerator spreadsheet templates into VB add-in spreadsheets for easy upload.

In this demo, we have seen how to configure setup tasks for Oracle Fusion Cloud Sustainability. This completes the demo. Thank you.