Before You Install the Recipe

You must perform the following configuration tasks on your Oracle ERP Cloud and Oracle Field Service Cloud instances in order to successfully connect to these external systems using Oracle Integration and create activities for maintenance work orders.

Configure Oracle Field Service Cloud

Retrieve the client ID and secret from Oracle Field Service Cloud by adding an application.

To add an application:

  1. Log in to an Oracle Field Service Cloud instance.
  2. In the top-left corner, click the hamburger menu, then click Configuration.
  3. On the Configuration page, under Subsystems, click Applications.
  4. Click Add Application.
  5. Enter the Application Name and Application ID, give the required API access. See Authorize Access to APIs.
  6. Click Submit.
  7. Select the type of token service for the registered client application from the Token service drop-down list.

    By default, the type of token service is Oracle Field Service.

  8. Select the authentication settings as Authenticate using Client ID/Client Secret.
  9. Click Show Client ID and Client secret to copy them for configuring the connection in Oracle Integration.
  10. Click Save.

Configure Oracle ERP Cloud

To access the Oracle ERP Cloud instance from Oracle Integration, you’ll require a separate user account on Oracle ERP Cloud.

Also, create the following two segments in the Work Order Header flexfield:
  • senttoofsc: Indicates if the work order details are successfully sent to the Oracle Field Service Cloud instance.
  • OFSC SYNC STATUS: Indicates if the new activity records are successfully created in the Oracle Field Service Cloud instance.

Log in to your Oracle ERP Cloud instance as an Administrator and perform the following tasks.

  1. Create a user account for Oracle Integration. Make a note of the user name and password you set for the account. You'll use the credentials of this user account to connect to Oracle ERP Cloud from Oracle Integration.
  2. Create a Fusion Applications user to use in the Oracle ERP Cloud connection, and assign it the Integration Specialist role.

    This is the user you will specify in the ERP connection to connect to Oracle ERP Cloud.

    For more information, see Assign Required Roles to an Integration User in Using the Oracle ERP Cloud Adapter with Oracle Integration 3.

  3. Update the Work Order Header flexfield with two new segments, senttoofsc and OFSC SYNC STATUS.
    1. In the top-right corner of the Oracle ERP Cloud home page, click the profile image, then select Setup and Maintenance.
    2. On the right, click Task, and select Search.
    3. In the Search field, enter Manage Descriptive Flexfields, and then click Search.
    4. From the search results, select Manage Descriptive Flexfields.
    5. On the Manage Descriptive Flexfields page, select Work Orders from the Module drop-down menu, then click Search.
    6. From the search results, select Work Order Header and click Edit.
    7. On the Edit Descriptive Flexfield page, click the Create icon in the Global Segments section. See Create Global Segments.
    8. On the Create Segment page, enter the name for the segment as senttoofsc, and enter other values for the segment as required.
    9. Repeat steps 3g and 3h to create another segment named OFSC SYNC STATUS.
    10. Click Save and Close.
  4. Deploy the descriptive flexfield. See Deploy Descriptive Flexfields.