Utilising the out of the box Oracle ERP Cloud Chart of Accounts integration
As part of patch 22.07 (July 2022) Oracle released an out of the box (OOTB) connector in EPM to allow seamless integration of Chart of Accounts hierarchy information from Oracle Cloud ERP. This integration is common for anyone that has both Oracle Cloud ERP and EPM, to automate the synchronisation of metadata between the systems. In the past, a custom report was required in ERP to integrate to EPM, however that is no longer necessary with the out of the box connector! The integration is setup by adding data source Oracle ERP Cloud (Chart of Accounts) , in the Applications area of data exchange and exports the below 8 fields: Account Type – the account type for the exported member e.g. Expense/Revenue Description – the alias of the segment value Generation – the hierarchy generation of the segment value, as an integer Hierarchy Top Node – as ERP can hold multiple hierarchy versions, this indicates the highest node of the hierarchy that’s been extracted Level – the hierarchy level