Event Monitoring Integration Tasks for Oracle Fusion General Ledger

This section lists the out of box Task Manager Integrations for Oracle Fusion General Ledger Event Monitoring.

Note:

For custom process automation or event monitoring integration to Fusion cloud, see Creating Custom Task Manager Integrations.

Supported Events for Oracle Fusion General Ledger

The following events are supported for General Ledger:

Source	Event	Description
General Ledger	Accounting Period Closed	Signals when a general ledger accounting period is closed.
General Ledger	Accounting Period Opened	Signals when a general ledger accounting period is opened.
General Ledger	Accounting Period Reopened	Signals when a general ledger accounting period is reopened.
General Ledger	Journal Batch Approved	Signals when a journal batch is approved.
General Ledger	Journal Batch Posting Completed	Signals when a journal batch is posted.

Prerequisites

To integrate Task Manager with the business events, you need:

• Fusion Version R13 (update 19B) (11.13.19.04.0)
• Oracle Integration Cloud Standard Edition (19.2.1.0.0)

Integrations Added to Existing Out of Box Connection

The table lists integrations that are added to monitor these business events from Task Manager, which includes:

• Integration Types in Task Manager
• Task Types in Task Manager
• Integration Flows in Integration Cloud

Connection Name	Integration Name	Integration Code	Event Name	Description	Parameter(s)
Oracle Fusion R13 General Ledger	Period Close Event	R13GLPeriodClose	Accounting Period Closed	Fusion General Ledger Period Close Event Monitoring	LedgerName - Name of the Ledger. For example, US Primary Ledger. Period - Name of Period. For example, 01-19
Oracle Fusion R13 General Ledger	Period Open Event	R13GLPeriodOpen	Account Period Opened	Fusion General Ledger Period Open Event Monitoring	LedgerName - Name of the Ledger. For example, US Primary Ledger. Period - Name of Period. For example, 01-19
Oracle Fusion R13 General Ledger	Period Reopen Event	R13GLPeriodReopen	Accounting Period Reopened	Fusion General Ledger Period Reopen Event Monitoring	LedgerName - Name of the Ledger. For example, US Primary Ledger. Period - Name of Period. For example, 01-19
Oracle Fusion R13 General Ledger	Journal Approve Event	R13GLJournalBatchApprove	Journal Batch Approved	Fusion General Ledger Journal Batch Approve Event Monitoring	BatchName - Journal Batch Name Period - Name of Period. For example, 01-19
Oracle Fusion R13 General Ledger	Journal Post Event	R13GLJournalBatchPost	Journal Batch Posted	Fusion General Ledger Journal Batch Post Event Monitoring	BatchName - Journal Batch Name Period - Name of Period. For example, 01-19

Setting Up the Integration in Task Manager

In Task Manager, you can create an Event Monitoring integration for Oracle Fusion General Ledger. The Event Monitoring integration is triggered when an external event occurs in another Cloud service or on-premises application.

Make sure the business events are enabled in Oracle Fusion Cloud. You can verify the events using REST API. For more details, see Get All Business Event Records. If any event is not enabled, use the REST API to enable the event. For more details, see Update the Enabled Indicator for a Business Event.

Follow these steps to set up an integration between Task Manager and Oracle Fusion:

1. On the Home page, click Application, then Task Manager.
2. Click the Integrations tab on the left, Manage Connection, then Integration Cloud Connection.
3. On the Integration Cloud Connection dialog, add the required information:
   1. For URL, enter the Oracle Integration Cloud URL.
   2. For Service Administrator and Password, enter the Service Administrator credentials.
   3. Click Validate.
   4. After successful validation, click Save and close the dialog.

Enabling the Oracle Fusion R13 General Ledger Connection

To enable the Oracle Fusion R13 General Ledger connection:

1. On the Home page, click Application, then Task Manager.
2. Click the Integrations tab on the left, then Manage Connection.
3. Select Oracle Fusion R13 General Ledger from the list, click Actions, and then Edit.
4. In the Edit Connection dialog, select Enabled, then click OK.

5. In the Deploy to Integration Cloud dialog, click Generate.

   If the Oracle Fusion R13 General Ledger connection is already enabled, deploy the integration flow to Oracle Integration Cloud by selecting the event monitoring integrations from the Integrations screen, and clicking Deploy to Integration Cloud from the toolbar. Then click Generate in the Deploy to Integration Cloud dialog.

   The integration flow is deployed to the Integration Cloud and you can view the flow by logging in to Integration Cloud Services.

Note:

The first time you enable the connection to Integration Cloud, all Integration Cloud deployments will fail during activation. The Administrator must activate the integrations in Integration Cloud. Before activating the integrations, the Administrator must set up the integration in Integration Cloud.

Setting Up the Integration Flow in Integration Cloud

To set up the integration flow in Integration Cloud:

1. Log in to Integration Cloud Services.

2. Navigate to Connections.

   EPM Fusion Connection and EPM Connection are automatically created.

3. Edit the connections by providing the environment and credential information. For details on prerequisites for creating a connection, see Prerequisites for Creating a Connection.

   • EPM Fusion Connection is the connection to the Fusion Cloud. See Using the Oracle ERP Cloud Adapter for more details.
   • EPM Connection is the connection to the EPM Cloud Service in Task Manager. See Using the Oracle Enterprise Performance Management Cloud Adapter with Oracle Integration for more details.

   After configuring, testing, and saving the connections, you see a green check mark next to the connections.

   
   
   
4. Return to Task Manager and select Integrations.
5. Select the integration from the list, then click Deploy to Integration Cloud from the toolbar.

6. In the Deploy to Integration Cloud dialog, click Generate.

   The Cloud Integration deployment is successful. Verify the activation status in the Integration Cloud by logging into the Oracle Integration Cloud service, then Integrations.

   
   
   

Adding Event Monitoring Task to Template or Schedule

After the set up is complete, you can add the event monitoring tasks to a schedule or a template.

1. On the Home page, click Application, and then click Task Manager.

2. Click Templates and create a new template, for example ERP Event Template.

3. Create the event monitoring task. See Creating Tasks.

   In the Task Type, make sure to select Oracle Fusion R13 General Ledger, then select the event monitoring task, for example, Period Open Event.

4. In Task Manager, click Template, select the ERP Event Template and create a schedule. See Creating Schedules from Templates.

5. In Task Manager, click Schedules, select the schedule, and change the status to Open.

   You can monitor the schedule task in the Schedule Tasks screen.

Triggering the Period Close Event in Fusion Cloud

To raise the Period Close event in Fusion Cloud:

1. Login to Fusion Cloud.
2. Select the General Accounting tab, then Period Close.
3. Click General Ledger and select the period, then click Close Period.
   
   
4. Wait for a few minutes for the task to be completed. Then navigate to the Schedule Tasks screen in Tasks to verify the task is closed.

Triggering the Period Open/Reopen Event in Fusion Cloud

To raise the Period Open event in Fusion Cloud:

1. Login to Fusion Cloud.
2. Select the General Accounting tab, then Period Close.
3. Click General Ledger and select the period, then click Open Period.
4. Wait for a few minutes for the task to be completed. Then navigate to the Schedule Tasks screen in Tasks to verify the task is closed.

Note:

If you open a period that has never been opened, the Period Open Event is triggered. If you open a period that has been closed before, the Period Reopen Event is triggered.

Triggering the Journal Batch Approved Event in Fusion Cloud

To raise the Journal Batch Approved event in Fusion Cloud:

1. Login to Fusion Cloud.
2. Select the General Accounting tab, then Journals.
3. Click Requiring My Approval and select the journal batch, then click Approve.
4. Wait for a few minutes for the task to be completed. Then navigate to the Schedule Tasks screen in Tasks to verify the task is closed.

   Note:

   You can trigger the Journal Batch Approved event only if it is the last approval in the multi level approval process.

Triggering the Journal Post Event in Fusion Cloud

To raise the Journal Batch Approved event in Fusion Cloud:

1. Login to Fusion Cloud.
2. Select the General Accounting tab, then Journals.

3. Click Tasks and select Create Journal.

4. In Create Journal screen, specify the required information, then click Save.

   Note:

   The journal batch name and accounting period should match the parameters of the task in the Task Manager schedule.
5. Wait for a few minutes for the task to be completed. Then navigate to the Schedule Tasks screen in Tasks to verify the task is closed.