Add Custom Expense Types in EPBCS Projects Module

In this article, we’ll show you how to add custom expense types in Oracle’s Enterprise Planning and Budgeting Cloud Service (EPBCS) Projects module.  This can be helpful if you are interfacing Project Plan/Actuals data from another system (e.g., Oracle PPM); the external system may be using different expense types that you want to capture in the EPBCS Projects module.

Let’s get started…

Predefined Expense Types

The Projects module in EPBCS comes with certain predefined expense types.  These expense types are used to capture and plan project expenses.  To view the standard expense types available in EPBCS, navigate to:

Dimensions > Account > OPF_Total Expenses

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Adding Custom Expense Types

You may want to add other expense types to suite your needs or the needs of your client.  Here’s how to do that:

  1. Add a sibling to ‘OPF_Miscellaneous Expense’ and name it “OPC_Direct_Expenses”. This will allow us to group together any custom expenses that we define.  2
  2. Add children to the member we added in Step 1. For this example, we’ll add two members:  Custom Expense1 and Custom Expense2.

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  1. Refresh the database.

View Custom Expense Types in Expense Entry Form

Now, we need to check the Expense Forms to make sure we can see the custom expense types we just created.

Navigate to Projects > Expense > Direct Entry.

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Click on the list of value (LOV) under Expense Type.  You should see your custom expense types in this list.

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Congratulations!  Moving forward, you can plan and capture project expenses using custom expense types in the EPBCS Projects module.

As always, leave us a comment below with any questions you have about this process.  Also, if there is a specific topic that you would like to see featured on our blog, please let us know.  Thanks for joining us!

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Creating Custom Drivers in EPBCS Financials Module

Enterprise Planning and Budgeting Cloud Service (EPBCS) provides users the flexibility to select the financial planning process that best suits their needs.  The various planning options available in EPBCS Financials (FS) are:

  1. Direct Entry
  2. Trend-Based Planning
  3. Driver-Based Planning

EPBCS comes packaged with standard drivers that users can enable based on business requirements.  A few out-of-the-box drivers that can be enabled include:

  1. Compensation
  2. Marketing
  3. Sales
  4. Travel and Entertainment

These drivers can be used in planning and forecasting preparation.  Along with the drivers, you would also use pre-defined assumptions in your planning process.  These drivers would be used in the Driver-Based Planning forms.

Creating Custom Drivers in the EPBCS Financials Module

Often, the planning process may include use of custom drivers. Here, we will take a look at how we can create custom expense drivers that can be used in the planning process.

Enabling custom drivers is a two-step process:

  1. Enable Drivers and Related Accounts for FS
  2. Create Custom Drivers for Expense Accounts

We’ll go through each of these steps in more detail, below.

1. Enable Drivers and Related Accounts for FS

When you are enabling features in the FS module, always be sure to:

  1. Enable drivers and related accounts for expenses, and
  2. Select at least one predefined driver option from the given list (in this case, we are selecting Sales).

 

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Once this is enabled, you will see the predefined account drivers in the Account Dimension.

 

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You will also notice that there is a new user variable available on the User Variables page.

 

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This variable is used in the Driver-Based Forms in the FS module.

2. Add or Create Custom Drivers

Navigate to Configure: Financials > Expense Accounts

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In the Expense Accounts screen, Click on Actions > Add Category.

 

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This will create a new category/parent member for custom drivers. In this example, we’ll call it Wage Drivers. Click Ok to create the category.

 

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Click Save, then click Actions > Add to create various driver members in the “Wage Drivers” category.

 

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Click Save.

Navigate to Dimensions > Account.  You will notice that the new drivers are now available in the Account Dimension.  The members are created as children to “OFS_Expense Drivers for Forms”.

 

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You can now use these drivers during your planning process.  The drivers will also be available in the out-of-the-box forms within the EPBCS FS module.

 

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As always, if you have any questions about this process, please leave us a comment below.

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Testing PBCS REST APIs Using SoapUI

In this post, we’ll show how to test Oracle Planning and Budgeting Cloud Service (PBCS) REST APIs using SoapUI.

In the example below, we will test the List Files REST API.  For more details on the List Files API, check out the Oracle Help Center:  REST API for Oracle Enterprise Performance Management Cloud.

Constructing the Rest API URL

First, you need to have the REST API URL in order to test the API.  Follow these steps in order to create this URL:

Format:  https://<SERVICE_URL>:443/interop/rest/<API_VERSION>/applicationsnapshots

  • SERVICE_URL = Let’s say your PBCS URL is:
    https://planning-test-a1234567.pbcs.us2.oraclecloud.com/workspace.
    The service URL in this case is:
    https://planning-test-a1234567.pbcs.us2.oraclecloud.com
  • API_VERSION = For testing purposes, use the value 1.2.3.600. *If you want to find out the latest version, you can use the getLCMVersions() helper function for Groovy/Java.  Here is a link to the Groovy helper functions, provided by Oracle. Leave a comment below and let us know if you are interested in learning more about invoking REST APIs using Groovy.

Testing Using SoapUI

Right-click on Projects and select “New REST Project”, as shown below.

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Next, enter the REST API URI and click “OK”.

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You will then see a window similar to this:

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The next step is to enter the authentication information.  Let’s assume the following:

  • Domain Name: a1234567
  • Username: username1
  • Password: password123

When entering the authentication information in SoapUI, make sure to follow this convention:

Username = Domain.username

So, in our case, the username field will be a1234567.username1.

Now, click the Auth button and select Add New Authorization > Basic, then enter the details, as shown.

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Make sure not to enter any value in the “Domain” field while you are on the Auth screen. Once this is complete, check the Method at the top of the panel to ensure it is set to GET.

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You will also see a run button, in green, which will be used to send the request.  Next to that is the Stop button to be used in case you want to interrupt this request.

To the right of the panel, you will see options to select the data format of the response.  Select “JSON” as the data format.

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Once the setup and configuration are complete, it is time to test the API.  Click the green Run button.  If there are no errors, you will see a JSON response, as shown below, in the right side of the panel.

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If you have any questions about this process, please leave a comment below and one of our EPM experts will get back to you with a response.

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