How to Prepare the BI Reports in Oracle Fusion Applications

How to Prepare the BI Reports by using the Simple SQL Query

Please find the below setups for Preparing the BI Reports

How to find out the Basic table information in Fusion applications

Search the Google “oracle enterprise repository”

Or Use the URL: http://www.oracle.com/webfolder/technetwork/docs/HTML/oer-redirect.html

Once we can search the “oracle enterprise repository” or use the above URL it will display the below image

Once we can click on Financial tab it will display the Version of the Oralce. Here I am selecting the Version Release R12

Once Click on the Version Release R12 the below screen page will open

Same page we can scroll down w e can find the Tables and Views for Oracle Financial Cloud

Once click the Tables and Views the below screen page will open

  

In the below screen we can select the AP_INVOICES_ALL table name

From AP_Invoices_ALl table I am selecting the data like INVOICE_AMOUNT,INVOICE_NUM,INVOICE_DATE

Step 1: Login as Application User

Step 2: you will be in home page as below

 Step 3: we need to navigate to Functional Setup Manager, click on User Name and you will be able to see Setup and Maintenance option it will navigate you to functional setup manger.

Step 4: below is the functional setup manager window, we could able to see all the offerings as provisioned and enabled

 Step 5: we could see Financial’s Offering as provisioned and enabled,  we need to  click on Implementation projects button in the below screenshot.

Step 6: Search for our Project in the search window

 Step 7: Click on project name (hyperlink), it will open the project page

Go to the Fusion applications Navigator and select Reports and Analytics

It will display the below screen and Click on Browse Catalog Icon which  is highlighted in Yellow Colour 

Right side Click on the Expand the New tab and select the Data Model

After click on Data Model below screen image will open and then click on Diagram and then select the SQL Query

Once we can click on SQL Query it will display the below image and enter the Name of the Report and write the SQL Query

In the below screen I am Creating the Invoice data like for Invoice date,amount and Number

Query is Select INVOICE_AMOUNT,INVOICE_NUM,INVOICE_DATE from AP_Invoices_ALL and then click on Ok .

After Click on Ok it will display the below Screen image and View Data

In the below screen we can select the number of rows to display in the report and we can view the report in either Table view or Tree view and then click on Save as sample data and then Create the Report

First we need to save the data has a Save as Sample Data 

Once We can click on Save as Sample Data we will get confirmation message

Once Data is save has Sample data we can Save symbol which is Highlighted in Yellow color

Enter the Report name and description and save the report in respective folder and click ok

Click on Create Report Which is highlighted in Yellow Color

  

Select the Report layout like Table,Chart,Pivot Table and Click on Next

Here we can drag and drop the report how we want the report. Here I can select the report Invoice num,Invoice Date and Invoice Amount

If we want to show the Invoice Grand Total we can enable the check box Show Grand Totals Row

Click on Next it will display the below image

We can save the report in Respective Folder and click on ok

Report is display like this. If we want we can save this report or Print 

Here we can use the Report Output Format

Invoice Payment in Oracle Fusion Applications

 Invoice Payment in Oracle Fusion Applications

Please find the below setups for Creating the Customer

Step1: Login as Application User

Step2: you will be in home page as below

Step3: we need to navigate to Functional Setup Manager, click on User Name and you will be able to see Setup and Maintenance option it will navigate you to functional setup manger.

Steup4: below is the functional setup manager window, we could able to see all the offerings as provisioned and enabled

Step5: we could see Financial’s Offering as provisioned and enabled,  we need to  click on Implementation projects button in the below screenshot.

Step6: Search for our Project in the search window

Step7: Click on project name (hyperlink), it will open the project page

Step8: Go to navigator select the task Payables and click on the payments

Step8: Payment workbench go to task options and click on the create payment option 

Step8:In the below screen we can enter the required information for making the payment.

Creating the Invoice in Oracle Fusion Applications

Creating the Invoice in Oracle Fusion Applications

Please find the below setups for Creating the Customer

Step 1: Login as Application User

Step 2: you will be in home page as below

Step 3: we need to navigate to Functional Setup Manager, click on User Name and you will be able to see Setup and Maintenance option it will navigate you to functional setup manger.

Step 3: we need to navigate to Functional Setup Manager, click on User Name and you will be able to see Setup and Maintenance option it will navigate you to functional setup manger.

 Step 5: we could see Financial’s Offering as provisioned and enabled,  we need to  click on Implementation projects button in the below screenshot.

  

Step 6: Search for our Project in the search window

Step 7: Click on project name (hyperlink), it will open the project page

 Step 8: Go to Navigator select the task Payables and click on invoices 

Step 9: Once we can click on the Invoice Option it will display the invoice dash board. Here it will display list of all the invoices which are recently entered and hold and prepaid invoices. For creating the new invoices click the task which is highlighted in yellow color.

 Step 10: Once we can click on the Create invoice it will display the invoice workbench

Step 11: Here we can enter the all the required information for creating the invoice like Business unit,supplier,invoice date and amount etc.

Step 12 :If we want to know more information in invoice work bench we can click on the option Show more it will display the detailed information like Accounting,tax and Additional information.

Step 13:   Click on the lines and enter the Invoice line information.

Step 14 : Go to invoice actions and we can validate the invoice.

 Step 15: Go to invoice actions and we can validate the invoice.

Step 16: Here we can click on the post to ledger invoice got accounted and transfer to GL

Step 17: We can verify the same invoice information in general ledger.

Go to navigator and select the General Accounting Task we can click on General Accounting Dash board and click on manage Journals

Step 18: In this screen we can search Invoice details like by using the Accounting period and source