Oracle E-Business Suite Access for Data Foundation

Data Foundation brings data from every ERP system and instance you connect into one Common Finance Model, and Oracle E-Business Suite is one of the ERPs it reads directly. PlaidCloud reaches EBS through a PlaidLink agent installed inside your network, never directly. This page is for the EBS administrator who sets that up, and for the PlaidCloud user who asks them to.

PlaidCloud only reads data. Nobody sends a password by email.

Send the Access Request

On the project’s Foundation tab, choose Create a new connection under Oracle E-Business Suite connection. The form shows the full request and a How to set up PlaidLink link. Click Copy request to paste it into your own message, or Email request to open it in your mail program with the subject “Read-only Oracle E-Business Suite access for PlaidCloud (through PlaidLink).”

What the EBS Administrator Sets Up

1. Install PlaidLink on a server that can reach the EBS database, and register it in PlaidCloud.

2. Grant SELECT to the PlaidLink APPS-schema user (or a read-only schema user with synonyms to the APPS objects) on:

   Area	Objects
   General Ledger	GL_LEDGERS, GL_LEDGER_NORM_SEG_VALS, GL_CODE_COMBINATIONS, GL_PERIODS, GL_PERIOD_STATUSES, GL_JE_HEADERS, GL_JE_LINES, GL_BALANCES, GL_DAILY_RATES
   Flexfields	FND_ID_FLEX_SEGMENTS, FND_SEGMENT_ATTRIBUTE_VALUES, FND_FLEX_VALUES_VL, FND_FLEX_VALUE_NORM_HIERARCHY
   Sales (optional)	RA_CUSTOMER_TRX_ALL, RA_CUSTOMER_TRX_LINES_ALL, RA_CUST_TRX_TYPES_ALL, RA_CUST_TRX_LINE_GL_DIST_ALL, HZ_CUST_ACCOUNTS, HZ_PARTIES, MTL_PARAMETERS, MTL_SYSTEM_ITEMS_B

3. Name an application user (FND_USER) and a responsibility that can see every ledger and balancing segment value you want reported.

4. Describe the chart of accounts. Say which segments are the balancing segment, the natural account, the cost centre and the intercompany segment (their segment qualifiers). PlaidCloud types an expense account as cost of goods sold when it or a parent value above it is described as cost of goods sold, cost of sales or cost of revenue. It types an account as non-operating when one of them names interest income or expense, finance income or cost, foreign exchange, income tax expense, or other income and expense. Tell PlaidCloud if your parent values use other words for these.

5. Confirm the rate types. Each primary ledger names its period-average and period-end rate types, in the ledger’s translation options. PlaidCloud translates with the daily rates of those two types.

Caution

The wrong responsibility returns another ledger’s rows without an error. Confirm it with your general ledger owner.

What to Send Back

The administrator sends	Entered in PlaidCloud as
The database host	Database host
The database port	Database port (1521 unless you change it)
The service name	Service name
The APPS schema user	APPS schema user
The APPS schema password, through the secure connection form	APPS schema password, which your team pastes in itself
The FND_USER	Application user (FND_USER)
The responsibility key	Responsibility key
The balancing segment values PlaidCloud may read	Under Balancing segment values, which the system can’t list before a load: enter one value under Name, or leave it blank to load every entity of the primary ledger

The PlaidLink agent that reaches the instance is chosen under System settings as agent.

Caution

Never email the password. APPS schema password is a secret: it is stored on the connection and never shown again.

Check the Access

Back in PlaidCloud, enter the values and click Test connection. Each dataset shows as Readable, Missing permission or Error:

Dataset	Objects it reads
Entities	GL_LEDGERS, GL_LEDGER_NORM_SEG_VALS
Fiscal calendar	GL_PERIODS, GL_PERIOD_STATUSES
Chart of accounts	GL_CODE_COMBINATIONS, the flexfield tables
Departments	GL_CODE_COMBINATIONS, the flexfield tables
Currency rates	GL_DAILY_RATES
General ledger	GL_JE_HEADERS, GL_JE_LINES
Trial balance	GL_BALANCES
Customers	HZ_CUST_ACCOUNTS, HZ_PARTIES (optional)
Products	MTL_PARAMETERS, MTL_SYSTEM_ITEMS_B (optional)
Sales lines	The RA_CUSTOMER_TRX tables (optional)

When a dataset shows Missing permission, ask the administrator to grant SELECT on the objects and test again. Customers, products and sales lines are optional: an instance that doesn’t use them still loads everything else.

Related

• Data Foundation
• PlaidLink