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Kb19640-Guide Lacls El Salvador Reports Technical-V3

The document is a technical implementation guide for setting up the Oracle Integration Cloud (OIC) and Oracle Fusion Cloud for the El Salvador Withholding Certificate Report. It provides detailed instructions on installation, configuration, and integration tasks necessary for the solution, including prerequisites, connection configurations, and authentication steps. The guide is intended for implementers with a working knowledge of relevant business practices and technical concepts.

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Jose Duque
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0% found this document useful (0 votes)
28 views26 pages

Kb19640-Guide Lacls El Salvador Reports Technical-V3

The document is a technical implementation guide for setting up the Oracle Integration Cloud (OIC) and Oracle Fusion Cloud for the El Salvador Withholding Certificate Report. It provides detailed instructions on installation, configuration, and integration tasks necessary for the solution, including prerequisites, connection configurations, and authentication steps. The guide is intended for implementers with a working knowledge of relevant business practices and technical concepts.

Uploaded by

Jose Duque
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Oracle Financials Cloud

Latin America Cloud Local Solution


El Salvador – Reports
Technical Implementation Guide

Version 3

07 Jan 2025

DISCLAIMER:
This guide may contain screen shots and output reports to facilitate the user comprehension about the
topic. The content represents a fictitious sample. Any similarity to actual persons, living or dead, or
company names, active or inactive, is purely coincidental and not intended in any manner.
TABLE OF CONTENTS
TABLE OF CONTENTS ..............................................................................................................................................2

REVISION HISTORY ......................................................................................................................................................... 3

LATIN AMERICA CLOUD LOCAL SOLUTION FOR EL SALVADOR................................................................................4

INTENDED AUDIENCE...................................................................................................................................................... 4

IMPLEMENT ORACLE INTEGRATION CLOUD – PRE REQ ..........................................................................................5

PREPARING TO INSTALL/UPDATE ...........................................................................................................................6

GETING THE LATEST VERSION ........................................................................................................................................... 6


CREATING PACK STAGE AREA ........................................................................................................................................... 6

INSTALLATION/UPDATE TASKS ..............................................................................................................................7

IMPORT OIC COMPONENTS PACKAGE ............................................................................................................................... 7

CONFIGURATION TASKS ....................................................................................................................................... 10

CONFIGURE LACLS_SV_WT_UPD_DFF SOAP CONNECTION ........................................................................................... 10


CONFIGURE LACLS_SV_LOAD_FILE SOAP CONNECTION ................................................................................................ 11
CONFIGURE LACLS_SV_WT_REST REST CONNECTION ................................................................................................... 13
CONFIGURE LACLS_SV_WT_BI_SCHEDULE SOAP CONNECTION .................................................................................... 16
CONFIGURE LACLS_SV_WT_GENERIC SOAP CONNECTION ............................................................................................ 18
CONFIGURE DE VALUES ON THE LOOKUP OIC ................................................................................................................... 20
ACTIVATE OIC INTEGRATION ......................................................................................................................................... 23

2
REVISION HISTORY

This document will continue to evolve as existing sections change and new information is added. All
updates are logged below:

Data Version Description Delivery by Included in


Standalone Patchset

28-Nov-2023 1 Creation 35869627 24.1.0


12-Jul-2024 2 Altered instructions for configuring OAuth 2.0 in OIC
Rest Connections and VBCS Service Connection.

07-Jan-2025 3 CMOS Migration

3
LATIN AMERICA CLOUD LOCAL SOLUTION FOR EL SALVADOR

This document intends to guide the Implementers to setup the Oracle Integration Cloud - OIC and Oracle
Fusion Cloud in order to provide the Integration between the ERP Fusion Cloud and LACLS for El Salvador
Withholding Certificate Report.

INTENDED AUDIENCE

Welcome to Oracle Integration Cloud - OIC of the Latin America Cloud Local Solution for El Salvador.

This guide assumes you have a working knowledge of the following:

• The principles and customary practices of your business area

• Computer desktop application usage and terminology

• BIP architecture

• Web Services concepts

• OIC fundamentals concepts

• VBCS fundamentals concepts

• PaaS/DBCS fundamentals concepts

If you have never used Oracle Integration Cloud - OIC, we suggest you attend one or more of the Oracle
Fusion training classes available through Oracle University.
IMPLEMENT ORACLE INTEGRATION CLOUD – PRE REQ
The Solution Withholding Certificate Report accomplishes integration between SaaS and PaaS,
extracting information from ERP Payables module, processing them in PaaS and generating Withholding
Certificate Number information, in order to return it to ERP Payables module in SaaS.

5
PREPARING TO INSTALL/UPDATE

This chapter provides instructions for obtaining the latest version of El Salvador solution and assists in
creating a stage area for installation.

GETING THE LATEST VERSION

To download the latest El Salvador Update Pack available, please refer to Latin America Cloud Local
Solutions (LACLS) - How to get the latest Pack (KB8362) and search for El Salvador in session Getting the
latest LACLS Update Packs.

CREATING PACK STAGE AREA


1. Before starting, create a new folder to be used as a stage area during the installation process.
Example for Windows user: c:\temp\LACLS_PACKS
2. Transfer the El Salvador Update Pack to stage area folder and unzip it.
Important:
Go to Pack folder and review the README.html for Installation Instructions. In README is also
detailed the Bugs fixed and Source Files.

6
INSTALLATION/UPDATE TASKS
This chapter provides a guide for Installing/Updating Withholding Certificate Report artifacts.
Mandatory for all customers who are installing/upgrading Withholding Certificate Report.

For customers using Maintenance Assistant (MNT), please skip this chapter since all manual procedures
will be replaced by MNT processing.

After apply the Pack manually or using MNT please follow to "Configuration Tasks" chapter.

Important:
It is mandatory do not create or update any report or folder below the Shared Folders → Custom →
Local Solution → SV since updates from Latin America Cloud Local Solution for El Salvador will
overwrite the files in this folder, every time the upload process be executed.

IMPORT OIC COMPONENTS PACKAGE

The following steps guide you how to import OIC components packages for the Withholding Certificate
Solution. There is one LACLS_SV_WT_CERTIFICATE.par file available in Solution. This file brings the
flows that compound the solution.

The par extension corresponds to a kind of the “zip” file where will be contained a set of flow files.

In the OIC terminology it corresponds to a package. When the file will be uploaded, the upload must be
done under the Packages option, in the Integration Designer menu.

Artefact Description

LACLS_SV_WT_CERTIFICATE.par File that contains the solution flow

In the next, will be showed the steps to upload and configure the OIC artefacts in order to provide the
Solution available and running.

1. After logged into Oracle Integration Cloud Service, click on the Integrations icon.

7
2. On the left panel option, choose the Packages icon

3. In the right up corner, click on the Import icon

4. In the Browse button, select the par file


<PACK_PATH>/CR/FSCM_REP/OIC/integration/LACLS_SV_WT_CERTIFICATE.par
and then click on Import.

IMPORTANT:
For Withholding Certificate Report update it is necessary deactivate the OIC integrations
LACLS_SV_WT_ before proceed the .par import.

8
5. After importing file, the Integrations will be available in the OIC:

6. Viewing in detail, be sure that after uploading the LACLS_SV_WT_CERTIFICATE.par the following
files are available.

Artefact

LACLS_SV_WT_PROCESS
LACLS_SV_WT_WORKBOOK_LKP
LACLS_SV_WT_WITHHOLDING_CERT
LACLS_SV_WT_GET_UCM_FILE
LACLS_SV_WT_CHECK_INSTANCES
LACLS_SV_WT_CERTIFICATE_Version

9
CONFIGURATION TASKS
After the installation / update of the artifacts is complete, this chapter provides a guide for setting up
the Withholding Certificate Report. (Mandatory for Install and Update).

CONFIGURE LACLS_SV_WT_UPD_DFF SOAP CONNECTION

This connection is responsible for updating the descriptive flexfield at AP Invoice Headers with the
Certificate Number.

Basic Authentication steps:

1. Navigate to Connections in order to manage some needs configuration.

2. Choose the LACLS_SV_WT_UPD_DFF connection.


3. To edit the connection, click on Action icon. It will show the list, click on Edit option
4. Fill the Email Address with an Email Account that be responsible for OIC
5. Click on the Configure Connectivity button.
6. In the Connection Properties page, set the URL to reach the Update Flexfield web service:

In the Connection Properties page, put the field property Vale associated to (*WSDL URL) value
according to the URL provide by the ERP Cloud
https://< DOMAIN_NAME >/fscmService/ErpObjectDFFUpdateService?wsdl

7. Click on the OK
8. Go to Security option region. Click on the Configure Security button

10
9. In the Credentials page choose Basic Authentication

10. Set a Username and Password

Important:

• It must be a SaaS ERP User. Furthermore, this User must be granted with roles to run
ErpObjectDFFUpdateService. Usually, the Specialist and Implementation roles must be
assigned to User account.
• When the User Credentials (password) be updated, the Connection password must be
changed also.
• We recommend be created a specific user to be used as “ERP Integration User” instead
of use a regular natural person user.

11. Click on the OK


12. Click on Test option, at the up right corner. A Confirmation message will be displayed. Click on
Validate and Test button
13. The successfully message will be shown
14. Click on Save. There will be displayed a message indicating every Integration that use this
Connection. Choose Save.

15. The successfully message will be displayed


16. Click on Close button. It returns to the Connections page
17. Done

CONFIGURE LACLS_SV_LOAD_FILE SOAP CONNECTION

This connection is responsible for importing the workbook file to update Lookup with Withholding
Certificate Last Number.

11
Basic Authentication steps:

1. Navigate to Connections in order to manage some needs configuration.

2. Choose the LACLS_SV_LOAD_FILE connection.


3. To edit the connection, click on the Action icon. It will show the list, click on the Edit option
4. Fill the Email Address with an Email Account that be responsible for OIC
5. Click on the Configure Connectivity button.
6. In the Connection Properties page, set the URL to reach the load and import workbook web
service:

In the Connection Properties page, put the field property Vale associated to (*WSDL URL) value
according to the URL provide by the ERP Cloud
https://<DOMAIN_NAME>/fscmService/FndManageImportExportFilesService?wsdl

7. Click on the OK
8. Go to Security option region. Click on the Configure Security button
9. In the Credentials page choose Basic Authentication

10. Set a Username and Password

12
Important:

• It must be a SaaS ERP User. Furthermore, this User must be granted with roles to run
FndManageImportExportFilesService.
• When the User Credentials (password) be updated, the Connection password must be
changed also.
• We recommend be created a specific user to be used as “ERP Integration User” instead
of use a regular natural person user.

11. Click on the OK


12. Click on Test option, at the up right corner. A Confirmation message will be displayed. Click on
Validate and Test button
13. The successfully message will be shown
14. Click on Save. There will be displayed a message indicating every Integration that use this
Connection. Choose Save.

15. The successfully message will be displayed


16. Click on Close button. It returns to the Connections page
17. Done

CONFIGURE LACLS_SV_WT_REST REST CONNECTION

Now go to configure the REST connection. This type of connection will be used internally when a service
needs to call other service.

CONFIGURE IDENTITY CLOUD SERVICE (IDCS) FOR OAUTH2.0 (REQUIRED FOR NEW
INSTALLATION OR OIC GEN3 MIGRATION)

The IDCS configuration for OAuth 2.0 needs to be done just once for the whole OIC environment.

13
Instruction to configure IDCS is described in Latin America Cloud Local Solutions (LACLS) - Installation and
Maintenance Notes (KB30093) topic “3.3 Identity Managements > OAuth 2.0 Authentication” as an
example.
The document above can also be helpful in case of doubts filling the connection parameters.

LACLS_SV_WT_REST CONNECTION

1. Navigate to Design/Connections, search for the connection name LACLS_SV_WT_REST and edit
it;
Note: in OIC Gen2 navigate to Integration/Connections.

2. Configure the following parameters

Parameter Instruction
Connection Type “REST API Base URL”
Connection URL “https://<Service_Console_Host>/ic/api/integration/v1/flows/rest/“

Replace the <Service_Console_Host> part of the url by the host of the


environment’s Service Console URL.

To obtain the Service Console URL, sign in to your Oracle Cloud


Infrastructure console and navigate to the required Oracle Integration
instance. On the Integration instance details page, click the Copy link
beside the Service console URL field to copy this URL.
TLS Version “TLSv 1.2”
Security Policy “OAuth Client Credentials”
Access Token URI It is usually a kind of URL
Client Id Alphanumerical id
Client Secret Specific password
Scope It is usually a kind of URL
Client “Send client credentials as basic auth header”
Authentication
Access Type “Public Gateway”

This parameter exists only in OIC Gen3

3. Click on “Test” button and make sure it succeeds;

4. Click on “Save” button. If you have active integrations for the selected connection a new dialog
will appear, select “Save & reactivate” and wait for the reactivation process to complete;

14
5. Exit the connection;

Once completed the connection looks like the below:

15
CONFIGURE LACLS_SV_WT_BI_SCHEDULE SOAP CONNECTION

This connection is responsible for run reports in the asynchronous mode, using the Schedule Services web
services.

1. Navigate to Connections in order to manage some needs configuration.

16
2. Choose the LACLS_SV_WT_BI_SCHEDULE connection.
3. To edit the connection, click on Action icon. It will show the list, click on Edit option
4. Fill the Email Address with an Email Account that be responsible for OIC
5. Click on the Configure Connectivity button.
6. In the Connection Properties page, set the URL to reach the Schedules Services web service:

In the Connection Properties page, put the field property Vale associated to (*WSDL URL) value
according to the URL provide by the ERP Cloud
https://<SaaS_DOMAIN_NAME>/xmlpserver/services/ScheduleReportWSSService?WSDL

7. Click on the OK
8. Go to Security option region. Click on the Configure Security button
9. In the Credentials page choose Basic Authentication

10. Set a Username and Password

17
Important:

• It must be a SaaS ERP User. Furthermore, this User must be granted with roles to run
ErpObjectDFFUpdateService. Usually, the Specialist and Implementation roles must be
assigned to User account.
• When the User Credentials (password) be updated, the Connection password must be
changed also.
• We recommend be created a specific user to be used as “ERP Integration User” instead
of use a regular natural person user.

11. Click on the OK


12. Click on Test option, at the up right corner. A Confirmation message will be displayed. Click on
Validate and Test button
13. Click on Save. There will be displayed a message indicating every Integration that use this
Connection. Choose Save.

14. The successfully message will be displayed


15. Click on Close button. It returns to the Connections page
16. Done

CONFIGURE LACLS_SV_WT_GENERIC SOAP CONNECTION

This connection is responsible for working UCM web services.

Basic Authentication steps:

1. Navigate to Connections in order to manage some needs configuration.

2. Choose the LACLS_SV_WT_GENERIC connection.

18
3. To edit the connection, click on Action icon. It will show the list, click on Edit option
4. Fill the Email Address with an Email Account that be responsible for OIC
5. Click on the Configure Connectivity button.
6. In the Connection Properties page, set the URL to reach the Schedules Services web service:

In the Connection Properties page, put the field property Vale associated to (*WSDL URL) value
according to the URL provide by the ERP Cloud
https://<SaaS_DOMAIN_NAME>/idcws/GenericSoapPort?wsdl

7. Click on the OK
8. Go to Security option region. Click on the Configure Security button
9. In the Credentials page choose Basic Authentication

10. Set a Username and Password

Important:

• It must be a SaaS ERP User. Furthermore, this User must be granted with roles to run
FndManageImportExportFilesService.
• When the User Credentials (password) be updated, the Connection password must be
changed also.
• We recommend be created a specific user to be used as “ERP Integration User” instead
of use a regular natural person user.

11. Click on the OK

19
12. Click on Test option, at the up right corner. A Confirmation message will be displayed. Click on
Validate and Test button
13. The successfully message will be shown
14. Click on Save. There will be displayed a message indicating every Integration that use this
Connection. Choose Save.

15. The successfully message will be displayed


16. Click on Close button. It returns to the Connections page
17. Done

CONFIGURE DE VALUES ON THE LOOKUP OIC

For Withholding Certificate Report install you can skip this topic. For Withholding Certificate Report
updating, please read it carefully.

When updating the version of the OIC Package LACLS_SV_WT_CERTIFICATE.par in your environment,
the LOOKUP OIC LACLS_SV_WT_LOOKUP update process, has to be done manually. This manual update
is required because the OIC does not overwrite the values already available in our environment, due a
previous install, by the lookup available in the pack.

There are some values and information that must be used in the Integration process. These are, in most
of cases, constants or credentials to access some services. The OIC provide the Lookup functionality which
is a flexible way to setup this type of information.

The next steps will bring a couple of information mapped in the Lookup LACLS_SV_WT_LOOKUP.

1. Navigate to Lookups

2. Choose the LACLS_SV_WT_LOOKUP Lookups


3. To edit the connection, click on the Action icon. It will show the list, click on the Edit option

20
4. A similar page to the follow will be displayed. To change the values, click on the Value area and
then put the information needs

5. These are the complete mapping for the lookup values. Almost all the values are provided by
default.

For Withholding Certificate Report Installation verify the instructions in the Value column to
configure it.

For Withholding Certificate Report Update make sure you have all the ParameterName and
Value in your lookup. In negative case add a line in your lookup and include the ParameterName
and Value accordingly to the table below:
Note: Do the following to add a line in the lookup:
a. Go to the last page by pressing the Last Page button;

b. Press the Add Row button and insert the ParameterName and Value in the new row;

ParameterName Value

BIP_AttributeFormat xml

21
/Custom/Local Solution/CR/FSCM
BIP_WT_ReporttAbsolutePath
Reports/Process/Certificado de Retenciones.xdo

hostSaaS https://<SaaS_DOMAIN_NAME>

For Oracle Integration Generation 2:


https://<OIC Domain>

For Oracle Integration Generation 3 or higher:


https://<Service Console URL>
hostOIC

To obtain the Service Console URL, sign in to your


Oracle Cloud Infrastructure console and navigate to the
required Oracle Integration instance. On the
Integration instance details page, click the Copy link
beside the Service console URL field to copy this URL.

UCMAccount crm$/productGroup$/import$

UCMProvisioned FA_UCM_PROVISIONED

UCMSecurityGroup FAFusionImportExport

userFileName Certificado de Retenciones-

userAttributeFormat pdf

subjectNotifMail Notificación Reporte -

CheckInstanceName LACLS_SV_WT_PROCESS

6. After changing the values, click on Save button.

7. A confirmation page will be displayed, showing the Integration that will be affected by the
action.

22
8. Click on the Save button option. The successfully message will be displayed
9. Click on Close button
10. Done

ACTIVATE OIC INTEGRATION

After the procedures to uploading and configuring the artefacts, it is time to activate the flow and put
the integration to run. It is recommended to enable the trace, including the payload option. It is useful
in situation when the Integration gets error, eventually. The payload allows the analysis more accurately
and faster.

1. To activate the flow, it needs to switch the button in the same line where the flow appears, or
to access the Action and, when the list is displayed, click on the Activate.

• Switch the button to Activate

2. After clicking on the Activate option, a page similar to the follow will be displayed:

23
Note that only the option Enable tracing is available. Just after clicking on this option, the
Include payload will be available too.

The activation will display a message reporting the status

Enable the flow using the same steps. There will be listed the flows and the option that is
recommended to be set.

Artefact Enable Include


tracing payload

LACLS_SV_WT_PROCESS X X
LACLS_SV_WT_WORKBOOK_LKP X X
LACLS_SV_WT_WITHHOLDING_CERT X X
LACLS_SV_WT_GET_UCM_FILE X X

24
LACLS_SV_WT_CHECK_INSTANCES X X
LACLS_SV_WT_CERTIFICATE_Version X X

3. The flow will be activated and the flow will be displayed similar to the following:

25
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