On-Premises Oracle E-Business Suite (EBS) Integration

These are theTask Manager Integrations for EBS Event Monitoring:

  • EBSJournalApprove
  • EBSJournalPost
  • EBSJournalPeriodClose
  • EBSJournalPeriodOpen
  • EBSJournalPeriodReopen
  • EBSAPJournalPeriodOpenClose

These are the events that can be monitored:

Table 41-1 Oracle E-Business Suite Events and Descriptions

Integration Name Event Name Description

Journal Approve Event

oracle.apps.gl.Journals.journal.approve General Ledger: Journal Approved

Journal Post Event

oracle.apps.gl.Journals.journal.post General Ledger: Posting Completed

Journal Period Close Event

oracle.apps.gl.CloseProcess.period.close General Ledger: Period Closed

Journal Period Open Event

oracle.apps.gl.CloseProcess.period.open General Ledger: Period Opened

Journal Period Reopen Event

oracle.apps.gl.CloseProcess.period.reopen General Ledger: Period Reopened

Payables Period Open/Close Event

oracle.apps.ap.CloseProcess.period Accounts Payables: Period Open/Close/Reopen

Table 41-2 General Ledger Journals Integration Type Parameters

Name Type Required Order Hidden
Batch ID Text Yes 1 N

Table 41-3 General Ledger Close Process Period Integration Types Parameters

Name Type Required Order Hidden
LedgerID Text Yes 1 N
PeriodName Text Yes 2 N

Table 41-4 Accounts Payable Integration Types Parameters

Name Type Required Order Hidden
LedgerID Text Yes 1 N
PeriodName Text Yes 2 N
Action Static List Yes 3 N

Verifying Results by Raising Business Events

Once you have configured the EBS Business event system to subscribe to the required events, you can verify your results by raising business events. The following sections describe how to run the EBS tasks that raise the events you track.

General Ledger - Journal Approved

oracle.apps.gl.Journals.journal.approve

EBS Steps

  1. Log on to EBS.

  2. Select General Ledger, and then the Vision Operations (USA) role from the left tree.

  3. Select Journals, and then Enter and wait for Oracle Applications to start.

  4. Click No for the “Find records in this folder?” message.

  5. On the Find Journals screen, click New Batch.

    Window (Vision Operation (USA)) displays.

  6. In Batch, enter a unique batch name.

    Note:

    When you click Save, the cursor needs to be inside the Batch field.

  7. Select File and then click Save to save the batch.

    Note:

    When you save, the cursor needs to be inside the Batch field.
  8. Click OK for the “Please enter one or more Journals” message.

  9. Click Journals.

  10. Enter a unique name in Journal field.

  11. Provide Line entries starting with Line 1. Provide debit and credit values for the accounts.

  12. After you finish entering the line values, move the cursor into the Journal field.

  13. Navigate to the File menu and click New.

  14. Click Yes for “Do you want to save the changes you made?” message.

    Note:

    By clicking Yes, you will be able to add multiple Journal entries into the Batch.

    After you finish the journal entries for the last Journal, move the cursor into the Journal field.

  15. Select File and then click Save to save the last journal entry.

  16. Focus on the Batch (Vision Operation (USA)) and select Batch field.

  17. Click Help and select Diagnostics, and then Examine.

  18. Enter Oracle password:APPS.

  19. In Field, enter JE_BATCH_ID and click inside Value to get the unique Journal batch ID. For example,

    • Block: BATCH
    • Field: JE_BATCH_ID
    • Value: 4776732

    Copy this value to Notepad. This batch ID will be used as the value for the Batch ID parameter of the Event Monitoring task.

Next Steps in Task Manager

  1. Create a new Schedule in Pending state.

  2. Create a task for event monitoring task to monitor Journal Approve Event (oracle.apps.gl.Journals.journal.approve).

  3. On the Parameters tab, provide a value for Batch ID as the journal batch ID from EBS.

  4. Save the task and set the schedule to Open state.

Next Steps in EBS

  1. On Batch (Vision Operation (USA), the Approve button is now enabled for the specified batch.

  2. Click Approve to raise the journal approval event.

Next Steps in Task Manager

  1. Wait for the task to be set to Open state. It takes a few minutes to capture the EBS event.

  2. After 2-3 minutes, click Refresh in Task Manager.

Refer to this document for further information on Journal Batch Approval related information: http://download.oracle.com/docs/cd/A60725_05/html/comnls/us/gl/journa09.htm#t_ja_submit

General Ledger - Journal Post Event

oracle.apps.gl.Journals.journal.post

EBS steps

  1. Log on to EBS.

  2. Select General Ledger, and then the Vision Operations (USA) role from the left tree.

  3. Select Journals, and then Enter and wait for Oracle Applications to start.

  4. Click No for the “Find records in this folder?” message.

  5. On the Find Journals screen, click New Batch.

    Window (Vision Operation (USA)) displays.

  6. In Batch, enter a unique batch name.

    Note:

    When you click Save, the cursor needs to be inside the Batch field.

  7. Select File and then click Save to save the batch.

    Note:

    When you save, the cursor needs to be inside the Batch field.
  8. Click OK for the “Please enter one or more Journals” message.

  9. Click Journals.

  10. Enter a unique name in the Journal field.

  11. Provide Line entries starting with Line 1. Provide debit and credit values for the accounts.

  12. After you finish entering the line values, move the cursor into the Journal field.

  13. Navigate to File and then click New.

  14. Click Yes for “Do you want to save the changes you made?” message.

    Note:

    By clicking Yes, you will be able to add multiple Journal entries into the Batch.

    After you finish the journal entries for the last Journal, move the cursor into the Journal field.

  15. Select File and then click Save to save the last journal entry.

  16. Focus on the Batch (Vision Operation (USA)) and select the Batch field.

  17. Click Help and select Diagnostics, and then Examine.

  18. Enter Oracle password: APPS.

  19. In Field, enter JE_BATCH_ID and click inside Value to get the unique Journal batch ID. For example,

    • Block: BATCH
    • Field: JE_BATCH_ID
    • Value: 4776732

    Copy this value to Notepad. This batch ID will be used as the value for the Batch ID parameter of the Event Monitoring task.

Next Steps in Task Manager

  1. Create a new Schedule in Pending state.

  2. Create a task for event monitoring task to monitor Journal Approve Event (oracle.apps.gl.Journals.journal.post).

  3. On the Parameters tab, provide a value for Batch ID as the journal batch ID from EBS.

  4. Save task and set the schedule to Open state.

Next Steps in EBS

  1. On the Batch (Vision Operation (USA)), the Approve button is now enabled for the specified batch.

  2. Click Post to raise the journal approval event.

  3. Examine the status of EBS request by selecting the View, then Requests, then Specific Requests.

  4. Specify the Request ID that was noted earlier.

Next Steps in Task Manager

  1. Wait for the task to be set to Open state. It takes a few minutes to capture the EBS event.

  2. After 2-3 minutes, click Refresh in Task Manager.

Refer to this document for further information on Journal Batch Post related information: http://download.oracle.com/docs/cd/A60725_05/html/comnls/us/gl/conten07.htm#w_conts_post

General Ledger - Journal Period Close

oracle.apps.gl.CloseProcess.period.close

EBS Steps

  1. Log on to EBS.

  2. Select General Ledger, and then the Vision Operations (USA) role from the left tree.

  3. Select Open/Close, and then Enter and wait for Oracle Applications to start.

    The Find Periods dialog displays.

  4. Click Find. The Open and Close Period dialog displays.

  5. From the list of displayed periods, choose which one you want to close.
  6. Select the Status column for that period.
  7. Click Status Options. The status list box opens.
  8. Select the Closed status and click OK. Then note the period in Notepad.
  9. To save the status, select File and then click Save.

  10. Select the Status column for that period.
  11. Click Help and select Diagnostics, and then Examine.

  12. Enter Oracle password: APPS.

  13. In Field, enter LEDGER_ID and click inside Valueto get the unique Ledger ID. For example,

    • Block: PREVIOUS
    • Field:LEDGER_ID
    • Value:1

    Copy this value to Notepad. This Ledger ID will be used as the value for the LEDGER_ID parameter of the Event Monitoring task.

Next Steps in Task Manager

  1. Create a new Schedule in Pending state.

  2. Create a task for event monitoring task to monitor Journal Close Event (oracle.apps.gl.CloseProcess.period.close).

  3. On the Parameters tab, provide a value for Ledger ID and Period Name from EBS. For example: Period Name: Dec-10 and Ledger ID: 1

  4. Save the task and set the schedule to Open state.

Next Steps in EBS

  1. Close the Open and Close Period dialog.

  2. Click OK in the Submit Request Node message box.

  3. Examine the status of EBS request by selecting View, then Requests, and then Specific Requests.

Next Steps in Task Manager

  1. Wait for the task to be set to Open state. It takes a few minutes to capture the EBS event.

  2. After 2-3 minutes, click Refresh in Task Manager.

Refer to this document for more information on General Ledger Periods:

http://docs.oracle.com/cd/A60725_05/html/comnls/us/gl/openper.htm

General Ledger - Journal Period Open

oracle.apps.gl.CloseProcess.period.open

EBS Steps

  1. Log on to EBS.

  2. Select General Ledger, and then the Vision Operations (USA) role from the left tree.

  3. Select Open/Close, and then Enter and wait for Oracle Applications to start.

    The Find Periods dialog displays.

  4. Click Find. The Open and Close Period dialog displays.

  5. From the list of displayed periods, choose which one you want to open.
  6. Copy the period you want to open in Notepad.

  7. Select the Status column for that period.
  8. Click Help and select Diagnostics, and then Examine.

  9. Enter Oracle password:APPS.

  10. In Field, enter LEDGER_ID and click inside Valueto get the unique Ledger ID. For example,

    • Block: PREVIOUS
    • Field:LEDGER_ID
    • Value:1

    Copy this value to Notepad. This Ledger ID will be used as the value for theLEDGER_ID parameter of the Event Monitoring task.

Next Steps in Task Manager

  1. Create a new Schedule in Pending state.

  2. Create a task for an event monitoring task to monitor Journal Period Open Event (oracle.apps.gl.CloseProcess.period.open).

  3. On the Parameters tab, provide a value for Ledger ID and Period Name from EBS. For example: Period Name: Dec-10 and Ledger ID: 1

  4. Save the task and set the schedule to Open state.

Next Steps in EBS

  1. Click Open Period.

  2. Select the period to open and click OK to raise the event.

  3. Examine the status of EBS request by selecting View, then Requests, and then Specific Requests.

Next Steps in Task Manager

  1. Wait for the task to be set to open state. It takes a few minutes to capture the EBS event.

  2. After 2-3 minutes, click Refresh in Task Manager.

Refer to this document for more information on General Ledger Periods:

http://docs.oracle.com/cd/A60725_05/html/comnls/us/gl/openper.htm

General Ledger - Journal Period Reopen

oracle.apps.gl.CloseProcess.period.reopen

EBS Steps

  1. Log on to EBS.

  2. Select General Ledger, and then theVision Operations (USA) role from the left tree.

  3. Select Open/Close, and then Enter and wait for Oracle Applications to start.

    The Find Periods dialog displays.

  4. Click Find. The Open and Close Period dialog displays.

  5. From the list of displayed periods, choose which one you want to reopen.
  6. Copy the period you want to reopen in Notepad.

  7. Select the Status column for that period.
  8. Click Help and select Diagnostics, and then Examine.

  9. Enter Oracle password:APPS.

  10. In Field, enter LEDGER_ID and click inside Value to get the unique Ledger ID. For example,

    • Block: PREVIOUS
    • Field:LEDGER_ID
    • Value:1

    Copy this value to Notepad. This Ledger ID will be used as the value for the LEDGER_ID parameter of the Event Monitoring task.

Next Steps in Task Manager

  1. Create a new Schedule in Pending state.

  2. Create a task for an event monitoring task to monitor Journal Period Reopen Event (oracle.apps.gl.CloseProcess.period.reopen).

  3. On the Parameters tab, provide a value for Ledger ID and Period Name from EBS. For example: Period Name: Dec-10 and Ledger ID: 1

  4. Save task and set the schedule to Open state.

Next Steps in EBS

  1. Click Open Period.

  2. Select the closed period to open and click OK to raise the event.

  3. Examine the status of EBS request by selecting View, then Requests, and then Specific Requests.

Next Steps in Task Manager

  1. Wait for the task to be set to Open state. It takes a few minutes to capture the EBS event.

  2. After 2-3 minutes, click Refresh in Task Manager.

Refer to this document for more information on General Ledger Periods:

http://docs.oracle.com/cd/A60725_05/html/comnls/us/gl/openper.htm

Account Payables Period Open/Close

oracle.apps.ap.CloseProcess.period

EBS Steps

  1. Log on to EBS.

  2. Expand Payables, and then the Vision Operations (USA) role from the left tree.

  3. Expand Accounting, and select Control Payables Periods. This launches the Control Payables Periods form.
  4. Specify the Ledger and Operation Unit. Do not close the Find Payables Periods dialog. Instead, perform the following steps to identify the Ledger ID value.
  5. Click Help and select Diagnostics, and then Examine.

  6. If requested for credentials, specify the APPS schema credentials. The Examine Fields and Variable Values form displays.

  7. In Block, enter PERIOD_QF. In Field, enter SET OF BOOKS, and click inside Value, to get the unique Ledger ID numeric value. For example,

    • Block: PERIOD_QF
    • Field:SET OF BOOKS
    • Value:1

    Copy this value to Notepad. This Ledger ID will be used as the value for the LEDGER_ID parameter of the Event Monitoring task.

Next Steps in Task Manager

  1. Create a new Schedule in Pending state.

  2. Create a task for an event monitoring task to monitor Payables Period Open/Close Event (oracle.apps.ap.CloseProcess.period).

  3. On the Parameters tab, provide a value for Ledger ID, Period Name and Action from EBS. For example, Ledger ID: 1, Period Name: Dec-10 and Action: Closed

  4. Save the task and set the schedule to Open state.

Next Steps in EBS

  1. Find the period in EBS Control Payables Periods.

  2. Click on Period Status column for that period.

  3. In Control Statuses form, select the appropriate status.
  4. Select File, and then Save to raise the event.

Next Steps in Task Manager

  1. Wait for the task to be set to Open state. It takes a few minutes to capture the EBS event.

  2. After 2-3 minutes, click Refresh in Task Manager.

Note:

The EBS implementation raises the events only for Closed and Open statuses. Permanently Closed status will not raise any event.
Refer to this document for further information on Payables Periods:

https://docs.oracle.com/cd/A60725_05/html/comnls/us/ap/ctlperst.htm