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Set up the Oracle Peoplesoft Financial spoke

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Set up the Oracle Peoplesoft Financial spoke

Integrate the Oracle Peoplesoft Financial and ServiceNow instances, and authenticate the requests using the basic authentication.

Before you begin

  • Request an Integration Hub subscription.

  • Activate the Oracle Peoplesoft Financial spoke.

  • Ensure that you have access to Oracle Peoplesoft Application Designer.

  • Roles required: ServiceNow admin and Oracle Peoplesoft Financial System Admin.

Procedure

  1. In the Application Designer, import the Oracle Peoplesoft Financial project.

    1. From the ServiceNow® Store download the project file, SN_PS_FSCM_INTEGRATION.zip and save it in the required local folder.

    2. Import the Oracle Peoplesoft Financial project to the target environment that is, Oracle Peoplesoft Application Designer.

    3. Navigate to Copy Project > From File and select the project file.

      [Omitted image "pplsoft-import-project.png"] Alt text: Import the project file.

    4. Click Copy to copy the definition types.

      [Omitted image "pplsoft-copy-def-types.png"] Alt text: Copy the definition types.

    5. Verify that the project has all the objects; Application packages, Records, Services, and Service Operations.

    6. Build the project by navigating to Build > Project.

    7. Select Create Tables, Create Views, and Execute and build script options.

      [Omitted image "pplsoft-build-project.png"] Alt text: Build project.

      The required tables are created in the target Oracle Peoplesoft Financial database.

  2. Enable the required web services on your Oracle Peoplesoft Financial instance.

    1. Log in to your Oracle Peoplesoft Financial instance as an System Admin.

    2. Navigate to Navigator > People Tools > Integration Broker > Web Services > Provide Web Service.

    3. In the Search Criteria, specify sn_ for Service Name and click Search.

      [Omitted image "peoplesoft-webservices.png"] Alt text: ServiceNow webservices.

    4. Select the check box against the required web services and click Next.

      Note: Ensure that you select 24 ServiceNow web services.

      Service Description SN_AP_INV_PYMNT_STATUS AP Invoice Payment Status SN_AP_INV_VOUCHER_ADD_WS ServiceNow Voucher Add SN_ASSET_LOAD_WS Asset Load SN_BILL_GET_INV Get Invoice SN_CREATE_VENDOR_CI Create Vendor SN_EXECUTEQUERY ServiceNow - QAS SN_GET_AP_INVOICE_DTL AP Invoice Detail SN_GET_ASR Advance Shipment Receipt SN_GET_ASSET SN_GET_ASSET SN_GET_BID_EVENT ServiceNow Bid Event SN_GET_CC Get Const centres SN_GET_CURRENCY_RATES Get Currency Rates SN_GET_GL_ACCOUNT Get GI Accounts SN_GET_GL_BALANCE Ledger Data SN_GET_GL_BU Get GL BU SN_GET_ITEM_MASTER Item Master SN_GET_POHDR PO Header SN_GET_POLN Get PO Line SN_GET_SHIPTO_LOCATIONS Get Ship to Locations SN_GET_SUPPLIERS Get Suppliers/Vendors SN_JOURNAL_LOAD ServiceNow Journal Load SN_MANAGE_PROCESSES ServiceNow Process webservice SN_PO_CANCEL SN PO CANCEL SN_RECPT_LOAD Receipt frm SN

    5. Under Operations, select the check box against the required web service and click Next.

    6. Click View WSDL to view the WSDL file and click Next.

    7. In Specify Publishing Options, click Finish.

      Generated WSDL URL is displayed in this format: <Base-URL>/<webservice-endpoint>.wsdl

    8. Navigate to Navigator > People Tools > Integration Broker > Web Services > CI-Based Services.

    9. Perform the same steps that you had earlier performed for the webservices.

      Note: Configure the webservices as per your requirement.

  3. Provide the required permissions to the web services.

    1. Log in to your Oracle Peoplesoft Financial instance as a System Admin.

    2. Navigate to Navigator > People Tools > Integration Broker > Web Services > Service Utilities > Service Operation Permissions.

    3. Select Service option, specify the service name in Service, and click Search.

      [Omitted image "peoplesoft-permission.png"] Alt text: Permissions for the web services.

    4. Select the check box against the required web service and click Set Security.

    5. In Web Service Access, provide access as per your requirement and click Save.

      [Omitted image "peoplesoft-access.png"] Alt text: Provide the required access.

  4. Using SQL Developer or Data Mover in Oracle Peoplesoft Application Designer, connect to the database and run these scripts to ensure that the journal entry, SN_ACCT_ENTRY is built.

    SET DEFINE OFF;

Insert into PS_SOURCE_TBL (SETID,SOURCE,EFFDT,EFF_STATUS,DESCR,JRNL_BALANCE_OPTN,JRNL_EDIT_ERR_OPTN,JRNL_AMT_ERR_OPTN,JRNL_DT_ERR_OPTN,JRNL_DT_ERR_OPTN2,CONTROL_TOTAL_OPTN,CURRENCY_BAL_OPTN,EXCHANGE_RATE_OPTN,BASE_CUR_ADJ_OPTN,JRNL_FOREIGN_OPTN,POST_ZERO_SW,JRNL_APPRVL_OPTN,BD_JRNL_APPR_OPTN,BUSPROCNAME,APPR_RULE_SET,BUSPROCNAME_BD,APPR_RULE_SET_BD,PHYSICAL_NATURE,DOC_TYPE_OPTN,DOC_TYPE) values ('SHARE','SN',to_date('01-JAN-00','DD-MON-RR'),'A','ServiceNow','R','R','R','D','D','R','D','D','D','D','N','D','D',' ',' ',' ',' ',' ','D',' ');
    Insert into PS_JRNLGEN_DEFN (SETID,ACCTG_DEF_NAME,DESCR,RECNAME,RECNAME_UPDATE,RECNAME_REFREC_KEY,FIELDNAME_ACCTDATE,FIELDNAME_MON_AMT,FIELDNAME_FRN_AMT,FIELDNAME_STAT_AMT,FIELDNAME_DESCR,FIELDNAME_JRNL_REF,FIELDNAME_OPEN_KEY,FIELDNAME_STLMT_DT,FIELDNAME_DT_STAMP,SYSTEM_SOURCE,BUDGET_AMT_TYPE,PNLNAME,DRILL_DOWN_OPTN,KK_SKIP,JGEN_KK_OPTN,KK_AMOUNT_TYPE,APPL_JRNL_ID_DFLT) values ('SHARE','SNOW_PSFT','ServiceNow Accounting Entries','SN_ACCT_ENTRY','SN_ACCT_ENTRY',' ','ACCOUNTING_DT','MONETARY_AMOUNT','FOREIGN_AMOUNT','STATISTIC_AMOUNT','LINE_DESCR',' ','JRNL_LN_REF','ACCOUNTING_DT','DTTM_STAMP','GOT','OT','JGEN_ACCTG_DRILL','Y','1','V','1',' ');
    Insert into PS_JRNLGEN_DEFNV (SETID,ACCTG_DEF_NAME,FIELD_SEQUENCE,FIELDNAME,CHARTFIELD,CF_SUMMARIZE_OPT) values ('SHARE','SNOW_PSFT',1,'ACCOUNT','ACCOUNT','Y');
Insert into PS_JRNLGEN_DEFNV (SETID,ACCTG_DEF_NAME,FIELD_SEQUENCE,FIELDNAME,CHARTFIELD,CF_SUMMARIZE_OPT) values ('SHARE','SNOW_PSFT',2,'ALTACCT','ALTACCT','Y');
Insert into PS_JRNLGEN_DEFNV (SETID,ACCTG_DEF_NAME,FIELD_SEQUENCE,FIELDNAME,CHARTFIELD,CF_SUMMARIZE_OPT) values ('SHARE','SNOW_PSFT',3,'OPERATING_UNIT','OPERATING_UNIT','Y');
Insert into PS_JRNLGEN_DEFNV (SETID,ACCTG_DEF_NAME,FIELD_SEQUENCE,FIELDNAME,CHARTFIELD,CF_SUMMARIZE_OPT) values ('SHARE','SNOW_PSFT',4,'DEPTID','DEPTID','Y');
Insert into PS_JRNLGEN_DEFNV (SETID,ACCTG_DEF_NAME,FIELD_SEQUENCE,FIELDNAME,CHARTFIELD,CF_SUMMARIZE_OPT) values ('SHARE','SNOW_PSFT',5,'PRODUCT','PRODUCT','Y');
Insert into PS_JRNLGEN_DEFNV (SETID,ACCTG_DEF_NAME,FIELD_SEQUENCE,FIELDNAME,CHARTFIELD,CF_SUMMARIZE_OPT) values ('SHARE','SNOW_PSFT',6,'PROJECT_ID','PROJECT_ID','Y');
Insert into PS_JRNLGEN_DEFNV (SETID,ACCTG_DEF_NAME,FIELD_SEQUENCE,FIELDNAME,CHARTFIELD,CF_SUMMARIZE_OPT) values ('SHARE','SNOW_PSFT',7,'AFFILIATE','AFFILIATE','Y');
Insert into PS_JRNLGEN_DEFNV (SETID,ACCTG_DEF_NAME,FIELD_SEQUENCE,FIELDNAME,CHARTFIELD,CF_SUMMARIZE_OPT) values ('SHARE','SNOW_PSFT',8,'STATISTICS_CODE','STATISTICS_CODE','Y');
    Insert into PS_JRNLGEN_DEFMB (SETID,ACCTG_DEF_NAME,FIELD_SEQUENCE,FIELDNAME) values ('SHARE','SNOW_PSFT',1,'BUSINESS_UNIT');
Insert into PS_JRNLGEN_DEFMB (SETID,ACCTG_DEF_NAME,FIELD_SEQUENCE,FIELDNAME) values ('SHARE','SNOW_PSFT',2,'TRANSACTION_ID');
Insert into PS_JRNLGEN_DEFMB (SETID,ACCTG_DEF_NAME,FIELD_SEQUENCE,FIELDNAME) values ('SHARE','SNOW_PSFT',3,'LEDGER_GROUP');
Insert into PS_JRNLGEN_TGRP (SETID,ACCTG_DEF_NAME,FIELD_SEQUENCE,FIELDNAME,FIELD_VALUE1) values ('SHARE','SNOW_PSFT',1,'BUSINESS_UNIT',' ');
Insert into PS_JRNLGEN_TGRP (SETID,ACCTG_DEF_NAME,FIELD_SEQUENCE,FIELDNAME,FIELD_VALUE1) values ('SHARE','SNOW_PSFT',2,'TRANSACTION_ID',' ');
Insert into PS_JRNLGEN_APPL_ID (SETID,APPL_JRNL_ID,EFFDT,EFF_STATUS,DESCR,JOURNAL_ID_MASK,JRNL_DT_OPTN,JRNL_DT_ALT_OPTN,JOURNAL_DATE,STAY_IN_PERIOD,SOURCE,CURR_EFFDT_FLG,JRNL_DESCR,LINE_DESCR,TRANS_REF_NUM,JRNL_LN_REF,HOW_SPECIFY,ACCOUNT_SPECIFY,DEFAULT_SPECIFY,TREE_NAME,TREE_LEVEL,REVERSAL_CD,ENTRY_SYNC,BUS_UNIT_OPTN,DOC_TYPE) values ('SHARE','SNOW_PSFT',to_date('01-JAN-00','DD-MON-RR'),'A','ServiceNow Journal Template','SN','A','BF',null,'N','SN','J','ServiceNow External Journals','ServiceNow Journal Template',' ',' ','D','1','D',' ',' ','N','Y','A','GN-JG');
    Insert into PS_JRNLGEN_REQUEST(OPRID,RUN_CNTL_ID,REQUEST_NBR,PROCESS_FREQUENCY,PROCESS_STATUS,PROCESS_INSTANCE,PROCESS_ORIG,DTTM_STAMP_SEC,SETID,FROM_DT_OPTN,FROM_DT,TO_DT_OPTN,TO_DT,APPL_JRNL_ID,LEDGER_GROUP,BUSINESS_UNIT,ACCTG_DEF_NAME,JRNL_EDIT_OPTN,JRNL_BGTCHK_OPTN,JRNL_POST_OPTN,RTM_PRCS_FLG) values ('VP1','SN-PSFT',1,'A','C',200255,'P',to_timestamp('16-JUL-20 02.03.43.204000000 PM','DD-MON-RR HH.MI.SSXFF AM'),'SHARE','N',null,'C',null,'SNOW_PSFT','RECORDING',' ','SNOW_PSFT','Y','N','N',' ');
    Insert into PS_PRCSRUNCNTL (OPRID,RUN_CNTL_ID,LANGUAGE_CD,LANGUAGE_OPTION) values ('VP1','SN-PSFT','ENG','O');
Insert into PS_PRCSRUNCNTL (OPRID,RUN_CNTL_ID,LANGUAGE_CD,LANGUAGE_OPTION) values ('VP1','SN_LOAD_1','ENG','O');
Insert into PS_PRCSRUNCNTL (OPRID,RUN_CNTL_ID,LANGUAGE_CD,LANGUAGE_OPTION) values ('VP1','SN_PSFT_AP_VOUCHER_BUILD','ENG','O');

  5. Configure a connection record for the Oracle Peoplesoft Financial spoke.

    1. Log in to the ServiceNow instance as an admin.

    2. Navigate to All > Process Automation > Flow Designer

    3. Select the Connections tab.

    4. Locate the Oracle_PeopleSoft alias and click View Details.

      Note: Don’t click Add Connection.

      [Omitted image "orc-peoplesft-conn-template.png"] Alt text: Oracle Peoplesoft spoke connection template alias

    5. Click Configure.

      [Omitted image "orc-pplesft-con-tempt-confg.png"] Alt text: Oracle Peoplesoft spoke connection template configuration

    6. On the Configure Connection, fill in the fields.

<table id=“table_bb4_lrl_q1c”><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Connection Name

</td><td>

Name to uniquely identify the connection.

</td></tr><tr><td>

Connection URL

</td><td>

Base URL obtained from the generated WSDL URL. Note: Remove the <webservice-endpoint>.wsdl part of the WSDL URL while specifying the Connection URL.

</td></tr><tr><td>

User name

</td><td>

User name of your Oracle Peoplesoft Financial account.

</td></tr><tr><td>

Password

</td><td>

Password of your Oracle Peoplesoft Financial account.

</td></tr></tbody> </table> 7. Click Configure Connection.

  1. Provide Oracle Peoplesoft Financial credentials to use the Process Trigger action.

    1. Log in to the ServiceNow instance as an admin.

    2. Navigate to Oracle Peoplesoft Credentials > Oracle Peoplesoft Credentials.

    3. Click New.

    4. On the form, enter the username and password of user with the required permissions.

    5. Click Submit.

  2. Retrieve details of the daily suppliers up to the required date.

    1. Log in to the ServiceNow instance as an admin.

    2. Navigate to PSFT Flow Execution > PSFT Flow Executions.

    3. Click New.

    4. Select the date up to which you want to retrieve the daily suppliers data in Last Successfull Execution.

    5. Click Submit.

    Based on the trigger you have configured in the Polling Suppliers subflow, data is retrieved periodically. To view the data, navigate to PSFT > PSFT Data.

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