Configuring an ERP Connection

Define Oracle Cloud ERP source connections to connect to ERP data sources.

ERP source connections can be used to register and manage connection the following data sources:

  • ERP

  • ERP (Receivables Transactions)

  • ERP (Trial Balance Average)

  • ERP (Custom)

  • ERP (Payables Transactions)

  • ERP (Trial Balance)

  • Project Management

  • Budgetary Control commitments, obligations, expenditures, and write-back data sources. Budget Review data sources

To create an ERP Connection:

  1. From the Data Integration home page, and then from the Actions menu, then from the Setup actions drop-down, select Applications.

  2. On the Applications page, click Image shows the Connect Configuration icon. (Configure Connections icon).

  3. On the Connections page, select Oracle ERP Cloud from the Image shows the Add icon. (Add drop-down icon) drop-down.

    Image shows the Create Connection page.

  4. In Name, enter the source system name.

  5. In Description, enter a description of the source system.

  6. In Service URL, enter the server information for the web services.

    Note:

    When configuring connections for Oracle Fusion Cloud EPM and ERP, the URLs specified for connections must use the secure HTTP protocol, for example, "https://server".

  7. In Username, enter the ERP user name.

    Enter the name of the ERP user who launches the process requests to send information between Oracle Fusion Cloud Enterprise Performance Management and the ERP . This user must have an assigned Oracle General Ledger job role such as "Financial Analyst," "General Accountant," or "General Accounting Manager."

  8. In Password, enter the ERP password.

    You must update this password anytime you change your ERP password.

  9. Click Test Connection.

    When the connection has been tested correctly, the information message "Connection to [source system name] successful" is displayed.

  10. Click OK.