Skip to content
PlaidCloud

Oracle Fusion Access for Data Foundation

Data Foundation brings data from every ERP system and instance you connect into one Common Finance Model, and Oracle Fusion Cloud ERP is one of the ERPs it reads directly. The Oracle Fusion connection uses OAuth 2.0 client credentials, a read-only integration user, and a small set of BI Publisher reports. This page is for the Oracle Fusion administrator who sets that up, and for the PlaidCloud user who asks them to.

PlaidCloud only reads data. Nobody sends a password or a client secret by email.

Send the Access Request

Section titled “Send the Access Request”

On the project’s Foundation tab, choose Create a new connection under Oracle Fusion connection. The form shows the full request. 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 Fusion Cloud ERP access for PlaidCloud (OAuth 2.0 client credentials).”

What the Oracle Fusion Administrator Sets Up

Section titled “What the Oracle Fusion Administrator Sets Up”

  1. Create an integration user and give it a job role that can view, for every ledger you report on:

    • General Ledger: ledgers, accounting calendars and period statuses, journal batches, journals and account balances (for example “General Accountant” with data access to those ledgers)
    • Currency conversion rates (daily rates)
    • Key flexfield segment labels, value sets and their account hierarchy (trees)
    • Receivables: invoices and their distributions, and customer accounts
    • Inventory items
    • Run access to the BI Publisher reports in step 3 and the ERP Integration Service (ESS jobs)

  2. Register a confidential application in the identity domain (IAM) with the client credentials grant and the scope of the Fusion Applications REST API. Copy its client ID and secret.

  3. Deploy nine BI Publisher reports under /Custom/PlaidCloud/DataFoundation. Each one runs as an ESS job, with the report name as the job definition, and returns a CSV with the columns listed in the request:

    Report What it returns
    PlaidCloudKeyFlexLabels One row per segment of each General Ledger chart of accounts: its position, its label and its value set
    PlaidCloudSegmentValues Every value of those value sets, with the natural account type and the value hierarchy
    PlaidCloudCalendar The accounting periods of every ledger, with the ledger’s period-average and period-end rate types
    PlaidCloudCodeCombinations The code combinations and their segments
    PlaidCloudBalances The opening balances of every ledger
    PlaidCloudJournalLines The journal lines, read one ledger, period and balancing segment value at a time
    PlaidCloudCustomers The customer accounts and their party names
    PlaidCloudItems The items of the master inventory organization
    PlaidCloudSalesLines One row per Receivables invoice line

    The exact columns of each report are in the request text on the Foundation tab. Give the report names exactly as shown.

What to Send Back

Section titled “What to Send Back”
The administrator sends Entered in PlaidCloud as
The host of your Fusion Applications URL, without https:// Pod host
The token URL of the identity domain Token URL
The scope of the REST API application Scope
The client ID from step 2 Client ID
The client secret from step 2 Client secret
The balancing segment values PlaidCloud may read Under Balancing segment values, which Fusion can’t list: enter one value under Name, or leave it blank to load every one

The request’s closing list asks for these values together. Share the client secret through your password manager, not by email. The PlaidCloud user’s team pastes it into PlaidCloud themselves.

Check the Access

Section titled “Check the Access”

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

Dataset Read from
Entities, Fiscal calendar, Chart of accounts, Departments The ledgers, plus the key flexfield labels, segment values and calendar reports
Currency rates Daily conversion rates
General ledger Journal batches and the journal lines report
Trial balance The balances and code combinations reports
Customers, Products, Sales lines The customers, items and sales lines reports (optional)

When a dataset is missing, the test says which permission to add. Ask the administrator to add it to the job role and test again. Customers, Products and Sales lines are optional: a Fusion pod that doesn’t hold them still loads everything else.

Section titled “Related”