Use FSG Transfer Feature to Transfer Reports f

Use FSG Transfer feature to transfer reports from one instance to another instance Business Purpose

As a normal practice FSG Reports are done/setup at the Production En vironment itself. This is due to two main reasons: 1. Data Dependab Dependabilit ility y or Executed Executed with with Actual Actual and Live Data Data 2. Time consumed consumed to repeat repeat the entire entire setup in Producti Production on if the setup setup was first first done in development or test instance. But most of the companies today are into security policies which do not permit implementers to do the setup directly into the Production Instance. This is again for the very reason of securing data though FSG Report does not manipulate a ny data. However, these security policies are subject to entire data of the company. Also at the time of creation as human errors are always possible, one tends to commit some mistakes when defining Row Set, Column Set, Report and Report Set. So in a way the security  policy gives the implementer a free hands and thinking to test anything he/she wants when defining a report since this is done in only on ly development or Test. But having said this, assume there are more than 10 reports to be developed. If a company is going for an ERP, definitely it is presumed that the turn over of the company is good which indirectly means loads of account codes. It is very difficult to replicate reports. That too companies like GE have three to four instances before Production. Easy Way to Transfer FSG Reports

To satisfy this need Oracle has a Standard feature called FSG Transfer. This program through a DB link transfers all the reports and its component from Source to Destination. With this feature not only for company which has security policies in place bu t also for all the companies, the reports can be prepared at Development Instance which gives implementer enough space to test and think freely. Prerequisites:

1. Database Database Link Link between between Source Source instance instance and desti destination nation instance instance 2. CoA must must be same same in in both both the instan instances ces 3. If you have differe different nt currency currency from Source Source to Destinat Destination ion and the same same is used in the Report Setup, define that currency in Destination instance. 4. Must connected connected to to the Destinati Destination on Database Database (login (login to the instanc instance) e) 5. All the account account codes that that are used in defined defined row set set or column set or or content set set must  be available in the destination instance too. 6. See that the the report which which needs to be transfe transferred rred from from Source to to Destination Destination instance instance is not defined already in the Destination Instance. If exists, please delete before running the Transfer Program Setup Steps Destination Instance:

1. Define Define Data Databas basee Links Links – Manda Mandator tory y Responsibility : Oracle General Ledger Super User 

Navigation : GL Super User à Setup à System à Database Links

Note: Do Not Enter any value for “Description” field (The second one from the top as in the above figure).

1. Define Currencies – Optional 2. Define Budgets / Encumbrances that prevails in the report (must be same as same as in Source Instance 3. Define Accounts Codes / Enable Account Codes – Optional Run “Program – FSG Transfer”

Run the FSG Transfer program to copy report objects from one Ge neral Ledger database to another. You can copy row sets, column sets, reports, report sets, content sets, row orders, display sets, and display groups. To run the FSG Transfer program:

1. Navigate to the Submit Request window. 2. Select the concurrent program named Program – FSG Transfer. 3. Enter the program parameters. 4. Submit the request. 5. When the concurrent request finishes, review the report for any warnings and error messages. If there are errors, correct them, then rerun the FSG Transfer program. FSG Transfer is a program that you can run in Gen eral Ledger which gives you the ability to copy Financial Statement Generator (FSG) components from one environment to another. For  example, you might want to transfer your FSG’s from a TEST environment to your  PRODUCTION environment.