This tutorial deals with Fusion Payroll, and how it functions.
Having dealt with an overview of Oracle Fusion, you must now be familiar with the basic concepts. We will now continue from the Functional Setup Manager (Part 1), and then Common Application Configuration.
The topics covered in this first part of the tutorial are:
● Creating an Implementation Project
● Export and Import
● Customisation
Creating an Implementation Project
The steps to create an implementation project are as follows:
1. Go to Navigator -> Tools -> Setup and Maintenance -> Manage Implementation Projects and click on the Create icon (highlighted in the screenshot below).
2. Enter the basic information and click on Next.
3. Select the offerings and options to be included in the project and click on Next.
4. Click on the Add Task Lists and Tasks icon (circled in the screenshot below) to add tasks, and click on Apply.
5. Click on the Assign Tasks button to assign users to the tasks. After searching and selecting users, click on Save and Close.
The following screenshots depict the above steps:
Fig. 7 - Creating a new implementation project. The Create icon is highlighted
Fig. 8 - Entering basic information of the implementation project
Fig. 9 - Selecting offerings to implement in the project
Fig. 10 - The task lists and tasks in the project. Click on the circled icon to add tasks
Fig. 11 - Searching and adding task lists and tasks to the implementation project
Fig. 12 - Assigning tasks to specific users
Export and Import
You can configure packages by identifying the entities (or business objects) you want to export. It gives you a package that has an XML data of your entities, along with appropriate tags. After configuring a package, an Export and Import process has to be run. This is used as input for the following export and import process. It is essential to note that not all entities are capable of being exported and imported.
The steps of the Export and Import process are detailed below:
1. Go to Manage Configuration Packages under Setup Data Export and Import in the Regional Area.
2. To create a configuration package, click on the New icon (circled in the screenshot below) under Search Results.
3. Select the appropriate implementation project and click on Next.
4. Select the objects to be exported and click on Next.
5. Select the required schedule for running the process and click on Submit to run the export process
(or)
Select the required schedule for running the process and click on Save and Close.
a. Select the package under Search Results and click on the Export Setup Data button to start the export process.
b. Click on Next on the screen that follows. Select the required schedule for running the process and click on Submit.
These steps are depicted in the following screenshots:
Fig. 13 - Main screen of the Export and Import process, with the New icon circled
Fig. 14 - Choosing the implementation project for the package
Fig. 15 - Selecting the objects for export
Fig. 16 - Scheduling the export
Unlike a traditional export and import, where interface tables and mappings are created before the data is loaded, this export and import process is within the Fusion Application, where the data is loaded onto the Fusion instance.
Customisation
There are a few customisable elements in the Functional Setup Manager: offerings and functional areas, features, business processes, task lists and tasks, and business objects. This allows you to set up your own task lists, tasks, and business objects for your implementation project(s).
The steps to customise task lists are as follows:
1. To manage task lists and tasks, click on Manage Task Lists and Tasks under Implementation Objects in the Regional Area of the FSM. Clicking on a task’s name will give you a list of the technical details related to the task.
2. Click on the Create Task List button.
3. Enter the basic information, then click on the Add Task icon under Tasks.
4. Search and select the required task(s) and click on Done. The task(s) will get added to the task list.
5. Under Task List Scope, click on the Business Object dropdown to add a scope to the task list. To search for a particular business object, click on Search… in the dropdown.
6. Click on Save and Close to save the task list.
You can also create individual tasks by clicking on the Create Task button on the Manage Task Lists and Tasks screen.
Fig. 17 - Managing task lists and tasks
Fig. 18 - Entering basic information and adding tasks to task list
Fig. 19 - Searching and adding tasks to the task list
Fig. 20 - Searching and adding a scope to the task list