Today financial close process is a
critical challenge to accomplish for an organization; hence to fix this FCCS (Financial
Consolidation and Close Cloud Service) has been included with module Close
Manager by Oracle. Close Manager enables better tracking of all task involved
in month end close cycle. The purpose is to automate the close process via
defining close tasks, templates and schedules which can be created monthly,
quarterly and annually. It helps users
to monitor the task status from dashboard and to view which task are running
late, who is responsible and notify the users when required by sending the
alerts.
Let us look at some points to watch out while implementing Close Manager:
- If Integration is not working for either Fusion or E-business suite:
You might come across 'Error 404' or a blank page while running integrated task. This might be because of entering wrong URL in Manage Connections tab for example:
Wrong
URL entered: https://xyz.us6.oraclecloud.com
Correct URL entered: https://xyz.fa.us6.oraclecloud.com
(After logging into Fusion page, the URL that appears in homepage -is the correct URL to be entered in 'Manage Connections')
Also, in 'Manage Connections'- Protocol, Protocol_BI, Protocol_ESS would always be 'https' and Server, Server BI, Server_ESS would contain the correct integration URL:
Step 1-Create new integration
o Under properties-select execution type as End user
o End user Endpoint-Function id and Resp_Appl_id should be same as given in
E-business suite. End user Endpoint: $PROTOCOL$://$SERVER$:$PORT$/$CONTEXT$/RF.jsp?function_id=xxxxx&resp_id=$respid$&resp_appl_id=xxx&security_group_id=0
o In the parameter tab-Select Parameter type as 'Text' and Parameter Code as 'respid'
Step 2-Create a new task type
o Create a new task type with the integration created in step 1
o In the parameter tab-Correct Parameter id (responsibility id) needs to be
written which should be the same as given in E-business suite
Step 3-Create the EBS integrated task with the new task type under E-business suite (which was created in step 2)
- If getting pending status against a task in Schedule Task:
If you are getting 'Pending' status in Schedule Task for a task,
that means the schedule created for the task is not open. Status of the
schedule needs to be set as "Open".
Another reason can be that Responsibility in the task has not been selected. To change the Pending Status in Close Manager, task parameters needs to be set when any tasks are added to a template.
- If getting greyed out responsibility in Parameter tab:
In the above screenshot if this responsibility is greyed out and
you are not able to select the responsibility then make sure the same is set
for the respective 'Task type' selected in the particular task.
- Do remember to create a new schedule whenever you edit the task, change the connection, edit the integration tab or edit the parameter in task type.