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Introduction

Some of us specifically with an EBS Technical background must have used parameters during Concurrent Program Request Submission and I have been left wondering whether we can use similar feature in Oracle Fusion Cloud for creation of HCM Extract Criteria on the basis of a parameter (say Person Number) such that when we run the Extract it should only display data for the same and not for all the person records.

So for this example, we would create a very simple HCM Extract (single Data Group containing 2,3 fields only) and try to verify whether we get desired results.

So without further delay let’s get started.

Worked Example

As a first step we would have to login to Application with a user having appropriate credentials (say HCM_IMPL) for this user

 

Once we click on the ‘Sign In’ button this will take us to the homepage where from we need to navigate to the ‘Data Exchange’ option

Once you click on the ‘Data Exchange’ a new window will open and we need to next select ‘Manage Extract Definitions’ from the list (available on top right hand side)

 

We would need to create a new extract using following details:

Attribute Name

Attribute Value

*Name

User Defined Parameter Extract

*Start Date

1/1/2000

*Type

Full Profile

 

When we click on OK it will list the pre-defined extract parameters

 

Now we need to click on the (+) Add icon and add a new parameter (using the following details)

Attribute Name

Attribute Value

Sequence

70

Name

Person Number

Tag Name

person_number

Data Type

Number

Display Format

 

Lookup

 

Display

Yes

Default Value

 

Description

Person Number

 

Next, you need to click on the ‘Switch Layout’ button and then click on the ‘Data Group’ option

 

We would need to create a New Data Group using following details

Attribute Name

Attribute Value

*Name

Person

*Tag Name

Person

*User Entity

PER_EXT_SEC_PERSON_UE

Threading Database Item

Extract Person ID

*Threading Action Type

Object Actions

Interlocking Database Item

 

Root Data Group

Checked

Description

This is a Custom Extract created to demonstrate how to use a user defined custom parameter as a HCM Extract Filter Criteria

 
 

Next, we need to click on Save and proceed to creating Data Record. Notice that the currently grayed out ( + Create) under Records would be enabled once we save the Data Group.

 

Next, we would click on OK and create a Data Record

img10

Now we need to create Extract Attributes.

img11

Like we have created the above attribute we would create couple more attributes.

img12

Now we need to create a ‘Extract Delivery Options’

Attribute Name

Attribute Value

Start Date

1/1/00

End Date

12/31/4712

*Delivery Option Name

UserDefinedParameterExtract

*Output Type

Data

Report

/Custom/Practice Samples/UserDefinedParameterExtractReport.xdo

Template Name

 

*Output Name

UserDefinedParameterExtract

*Delivery Type

None

Bursting Node

 

Override Delivery Node

 

 

Next, we need to move to ‘Extract Execution Tree’ option

 

We could see that the Fast formula associated with ‘Person Record’ is in invalid state. So we need to compile the same before we proceed further. Click on Actions> Compile Formula

 

We should now re-visit the ‘Extract Execution Tree’ to confirm whether the Fast Formula is compiled

 

Once we save the Extract Creation is complete, we may verify the same (by searching the same from ‘Manage Extract Definition’ screen)

 

Creating Filter Criteria

Till now we have just created a custom extract but are still to add filter criteria. We would now proceed with the same. We would have to navigate to the ‘Data Group Filter Criteria’ and then ‘Add a Criteria’

img18

Once done we need to Click on the ‘Save’ Button.

 

Running HCM Extract

For this, we would need to click on the ‘Checklists’ option from the 'Navigator' icon

 

This would open up the ‘Payroll Checklist’ page where from we need to choose the ‘Submit a Payroll Flow’

 

We would need to give the parameters and run the same

img21

 

We should use the ‘Next’ button on each train stop (using default values on each page for simplicity) and submit the process. A confirmation message will be displayed.

 

When we click on ‘OK and View Checklist’ we would see the results.

 

If we click on the (→) Icon under ‘Go To Task’ we would be taken to a new screen

 

Hovering the mouse over the spectacles icon under View Results would open up a new pop-up screen (called View Results)

 

And once we click on the File Name link we would be able to open the XML file (you would be asked to choose the application on which you would like to open the file. For this example, we have used Internet Explorer)

img26

The output data only comprises of data records pertaining to Person Number 1944 ( as we have mentioned during Parameter Specification). We may even pass a different value and the Extract would return data for that particular person number too. With this we have come to an end of this article and I hope all of you had a good time going through the same.

That’s it from my side, have a Great Day Ahead!


Ashish Harbhajanka

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About the Author

Ashish Harbhajanka

 

Oracle Fusion HCM Techno Functional Consultant with overall 10 years of Experience in software industry with 5 years in EBS HRMS and rest 5 in Fusion HCM.

My areas of intesrest in Fusion HCM include :

a) Inbound Outbound Integration using FBL/HDL or BIP/HCM Extracts.

b) Fast Formula

c) BIP Reports

d) OTBI Reports

e) RESTFUL API / Web Service Call

f) Functional Setup

g) End to End Testing

h) Regression Testing

i) Preparing COnfiguration Workbooks

j) Creating Speed Solutions

k) Preparing User Guides

l) UPK

........

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