Tailoring Fusion Applications in the Cloud Explained

Introduction

This brief article is intended to clarify what you can and cannot do to Fusion Applications (Release 5) that are deployed as Software-as-a-Service (SaaS) via the Oracle Cloud. We’ve seen lots of questions on this subject and this article is intended to provide some clarity.  This does not cover options for private or hybrid Cloud deployments, such as through Oracle Managed Cloud / Oracle On-Demand. These dedicated environments may permit deeper system access, such as connections via JDeveloper, and therefore it is possible to perform more invasive customization work. For SaaS deployments personalization and customization is performed using the Composer family of tools, accessible from within Fusion Applications itself.

Oracle’s cloud services are evolving at a rapid pace, and as such where possible we have marked the applicable release. We will create new posts similar to this with any significant changes in each new release.

In addition, customers and partners are working on solutions outside the standard services and products, and these may include addition options for tailoring and extending the core functionality. An example of which is a recently deployed custom J2EE application in the Oracle Cloud Java Service that is integrated (via webservices) to an Oracle Cloud Fusion HCM instance.

Common Requirements Checklist

The following is a short list of activities that are commonly part of tailoring an Enterprise Application and provides confirmation if this is possible for an Oracle Cloud / SaaS deployment, and in which release.

Category Task Available
Flexfields Manage Descriptive Flexfields (DFF) and Manage Extensible Flexfields via FSM tasks Y

Import flexfield seed data Y

Include DFF in OTBI reports (a deployment option), but not EFF yet Y

Migrate flexfields from T2P via FSM export/import Y



Business Processes Edit or add SOA Composite Applications N

Edit existing Approval Rules Y

Add new approval processes to existing BPEL processes N

Use all standard AMX routing options N



BI & Reporting Add-to or edit the seeded BI Publisher (PDF) reports Y

Add-to or edit the BI Analytics reports Y

Edit the existing OTBI charts embedded in pages N

Add new all reports content to the custom folder of the BI Catalog Y



ESS Add a report to an new ESS Job Definition Y

Manually schedule a new ESS Job Y

Edit the VO-based input parameters used in an ESS Job N

Edit the application logic to use a new ESS job definition N



User Interface Change the regions of the UI Shell (although some options exist in the CRM Application Composer) N

Make a page personalizable if it is not by default, or change what can be personalized N

Change the Fusion Applications Skin – the look-and-feel including logos and colors N (coming soon)

Change the standard Fusion Applications Menu items N

Edit mobile-specific pages N

Translate text added via customization N

Change the seeded ADF task flows N

Add an entirely new page N

Change existing pages and workareas, including labels, layouts, and hide/show fields Y

Add/edit existing ADF Business Object field use on a page Y

Add Expression Language code to page components to extend validation logic Y

Change and extend the User Assistance / Help content (although not the embedded page content) Y

Summary and References

The table above is intended to answer some of the more common questions around what you can and cannot do in a SaaS-Cloud deployment of Fusion Applications. Of course there are many more options and features available than are listed here, and items that are not currently possible may be possible in the future. If you have business cases for any of these please let us know.

A more comprehensive list of what you can do with each of the Fusion Applications tools (Composers and JDeveloper) is provided in Tables 1-2 to 1-8 in Chapter 1 of the Fusion Applications Extensibility Guide.

There are some useful tips and recommendations in the MyOracleSupport notes entitled ‘Guidance for Managing Customizations in Oracle Cloud Application Services’, such as 1510580.1, 1510578.1, 1510577.1, and 1510288.1.

Comments:

Hi Richard,

I'm afraid that you've made some mistakes in your listing above.
SaaS installations allow more flexibility for reporting. All of the following are available:

- Add-to or edit the seeded BI Publisher (PDF) reports
- Add new content to the BI Catalog
- Add a new custom BI Report for execution via ESS

Posted by guest on May 20, 2013 at 08:15 AM PDT #

Hi. Thanks for this, you're right and I made the Y/N edits above. Regarding ESS, I removed reference to BI as well as the point was really centered around adding new ESS program code. Thanks again, Richard.

Posted by Richard Bingham on May 22, 2013 at 02:03 AM PDT #

Hi Richard

When working with BI pulisher reports on SaaS Oracle cloud, can we create default packages (ie PL/SQL packages in db) for handling report triggers in case of complex reporting requirements ?

Also, can we create temporary tables to store data so that it makes it easier to perform calcualtions for complex reporting?

Regards
Gaurav

Posted by guest on July 25, 2013 at 11:16 PM PDT #

Gaurav, you generally don't have access to the database to create new schema objects or PL/SQL packages when you're using the Cloud solution.

Posted by Oliver Steinmeier on July 26, 2013 at 03:48 PM PDT #

We have a requirement where we are getting a source file from a 3rd party containing transactions which need to be uploaded as Journal in GL. However with no option to create own staging tables, I am not able to transform data and create file as required by File Based Loader template. Please let me know how i can create my own sql loader file and load gl interface directly or does Fusion SAAS has some other capabilities to manage these requirements.

Posted by somani on September 18, 2013 at 11:00 AM PDT #

Hi Somani, Thanks for your comment and question. Firstly I would recommend that this could be best suited to a Financials functional forum as they'd be able to explain the options and best practices better than I. That said, after a little reading I first noted that GL journal import has support for the ADFdi spreadsheet plugin that might give you tools to transform/convert the raw data before loading into the GL interface table. I also noted that there is the journalImportService webservice as well, as another method/format of moving data into the GL interface. Both are available in SaaS.
I hope this helps a little, and if I find anything else I'll let you know.

Posted by Richard Bingham on October 07, 2013 at 12:32 PM PDT #

Hi - I'm working on Oracle SaaS based Fusion Release 5 & 7 environment, currently we have requirement for developing few OTBI reports - Real time.

During our analysis and investigation stage - we find that there are couple of additional fields (like DFF) are not available in standard Fusion Business Areas of Procurement and Financials (AP, AR).

What we would like to know is whether over SaaS is it allowed / possible to create or modify business area from where the OTBI data is fetched?

If yes - we are allowed to create or modify business areas - how do we proceed any pointers.

Thanks,
Suren

Posted by Suren on October 14, 2013 at 11:45 PM PDT #

Hi Suren.
Firstly I thought you were considering adding custom fields where DFF's don't exist - which is either Application Composer (selected products) or ADFbc customization (on-premise).
On re-reading I think you simply want to extend the existing OTBI reports to include some existing fields (such as DFF's) not currently shown. I guess the answer lies in which seeded reports you wish to extend. Items in the BI Catalog can be extended by adding fields, sure, and we do support exposing enabled DFF's in BI reports, often via a special extract job.
This is quite product and report specific, so if the BI Composer screens are not showing those fields during customization right now, and there is no obvious additional process for their extraction (e.g. Application Composer has a process under 'Custom Subject Areas'), you'll need to get each related Product Dev teams to verify how/if they can get added into their OTBI usage.
Hope this helps a little.
Regards
Richard

Posted by Richard Bingham on October 15, 2013 at 11:31 AM PDT #

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