Transcript Easy migration to a new Chart of Accounts

Easy migration to a new
Chart of Accounts
Chitra Kanakaraj
Agenda
• The University of Waikato
• Easy migration to a new Chart of Accounts
without affecting the subsystems that uses the
COA
• Oracle 11g feature Rules Manager and
Expression Filter
• Oracle Business Rules
The University of Waikato
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About Me
What was the need to migrate to New COA
Impact of the change
How to ...
Wondered how to modify and manage
business logic easily
Uow Transactions per Year
Systems
Transactions per year
Receivables
21,000
Payables
66,000
PCard
32,000
Journals
1,000
Anfield
Transactions are included in Payables stats
Assets
160,000
Payroll
1,100,000 distribution lines
JadeSMS
82,000
Printcost
5,000
UOW COA Structure
COA
Structure
Segment1 Segment2 Segment3 Segment4 Segment5 Segment6
OLD
99
A9
AA99
AA
AA99
A999
NEW
99
A9
AA99
99
9999
A999
Modify and Manage Business logic
• Oracle 11g feature Rules Manager and
Expression Filter
• What is this?
• How it works?
• Skills Needed
• Practical Implementation
Rules Manager
• Rules manager API - Defines, manage and
enforce complex rules in Oracle Database
• This API can be used across multisession and
environment
• Rules manager can model any eventcondition-action(ECA)-based system.
• Applications for Rules Manager are ...
What is a Rule?
• Typically, rules follow Event-Condition-Action
(ECA)
• The ECA components are defined as:
• Event -- the state information for the process
• Condition -- the Boolean condition that
evaluates to true or false for the event
• Action -- the action to be carried out if the
rule condition evaluates to true for the event.
Rules Manager Implementation
Process
Identify your ECA
Process the Rules for
an Event
Create Event
Structure
Create Rules Class
Table
Insert Rows in the
Rule Class Table
Replace System
Generated Callback
Procedure with your
implementation
What is My ECA
ON
validCOA(Seg1,Seg2,Seg3,
Seg4,Seg5,Seg6)
IF Seg4 = 30 and (Seg5 >
8400 and Seg5 <= 8599)
THEN
getGatePass(‘Unimarket’)
Create Event Structure
An event structure that is
defined as an object type with
attributes that describe specific
features of an event.
Seg1,Seg2,Seg3,Seg4,Seg5,Seg6
PL/SQL Code to Create Event Structure
• CREATE TYPE validCOA AS OBJECT (
Seg1 VARCHAR2(2),
Seg2 VARCHAR2(2),
Seg3 VARCHAR2(4),
Seg4 VARCHAR2(2),
Seg5 VARCHAR2(4),
Seg6 VARCHAR2(4));
Toad image of Event Structure
Create the rule class for the event
structure.
Rule class creation creates a
table to store the
corresponding rule definitions
and action preferences.
Rule class creation implicitly
creates the skeleton for a
callback procedure to perform
the action.
PL/SQL Code to Create Rule Class
• BEGIN
dbms_rlmgr.create_rule_class (
rule_class => 'COARules',
event_struct => 'validCOA',
action_cbk => 'getGatePass',
actprf_spec => 'SubSystemName
VARCHAR2(50)');
END;
TOAD Image of Create Rule Class
Toad Image of the Rules Table
Toad Image of the Callback Procedure
Modify the Procedure getGatePass
If rlm$rule.subsystemname = 'UniMarket' then
dbms_output.put_line ('This is a valid COA
code for the UniMarket Sub System');
end if;
If rlm$rule.subsystemname = 'StaffClaim' then
dbms_output.put_line ('This is a valid COA
code for the StaffClaim Sub System');
end if;
Toad Image of the Modified Procedure
Insert Row in the Rules Class Table
• Each row inserted typically contains a rule
identifier, a condition, and values for action
preferences.
• Adding rules consists of using the SQL INSERT
statement to add a row for each rule.
PL/SQL Code to Insert Rows in the
Rules Class Table
• --COA Rules for the UniMarket subsystem
INSERT INTO COARules (rlm$ruleid,
SUBSYSTEMNAME, rlm$rulecond)
VALUES ('987', 'UniMarket',
'REGEXP_INSTR(Seg5, ''^8[4-5][0-9][0-9]$'') > 0
and REGEXP_INSTR(Seg4, ''^[2,4,6,9]0$'') > 0');
PL/SQL Code to Insert Rows in the
Rules Class Table
--COA Rules for the StaffClaim subsystem
INSERT INTO COARules (rlm$ruleid,
SUBSYSTEMNAME, rlm$rulecond)
VALUES('973', 'StaffClaim',
'REGEXP_INSTR(Seg5, ''^2[0-6][0-9][0-9]$'') > 0
and REGEXP_INSTR(Seg4, ''^[2,4,6,8]0$'') > 0');
Toad Image of the Insert Rows in
the Rules Class Table
Toad Image of the Rules Table after
inserting two rows
Process the rules for an event
• Use the dbms_rlmgr.process_rules( )
procedure to process the rules in a rule class
for an event instance.
• Processing the rules consists of passing in an
event instance as a string of name-value pairs
(generated using the getVarchar( ) procedure)
PL/SQL Code to Process the Rules
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•
•
BEGIN
dbms_rlmgr.process_rules (
rule_class => 'COARULES',
event_inst => VALIDCOA.getVarchar('XX', 'XX',
'xxxx', '60','8573', 'zzzz'));
• END;
Toad Image of Processing the Rules
Toad Image of the Process Output
Shocking News
Oracle Issued an Obsolescence
Notice
• Obsolescence Notice: Rules Manager and
Expression Filter features of Oracle Database
are obsolete in the next major release after
Oracle Database 11g Release 2 (11.2).
• Support will only be available for the
life of Oracle Database Release11g Release 2.
See My Oracle Support Note ID 1244535.1 for
more information.
Replacement Product
Oracle Business Rules
Core component of Oracle
Fusion Middleware
and Fusion Application
products
Integrates with Oracle SOA
Suite and BPM suite
Oracle Business Rules
supports
Event-Condition-Action
(ECA) Rules
Rule scope expands beyond a
single instance of database
Oracle Business Rules takes a
workflow centric view of the
requirements for the
product. Complex events are
modelled through sequential
or concurrent firing of rules.
Basic Oracle Business Rule
Concepts
Facts: - Are data or
business objects on which
the Rules Engine evaluates
rules
Rules: - Are declared as: “IF
condition THEN action”
Ruleset: Has a collection of
rules
- Is a unit of execution
-May be chained
Bucketsets: - Are
constraints on the values
associated with Facts.
-List of values/Range of
values of a specified type
Dictionary: -Has a
collection of fact types,
global variables/constants
functions and rulesets
Overview of the Business Rules
Component
A Business Rules service component
can be used in a SOA composite
application:
• Wired and executed by BPEL
• Exposed as a Web Service
• Executed to implement dynamic routing with a
Mediator components
• Implemented as advanced routing rules in
Human Task definitions
Creating a Business Rule
Component
1
4
Define Decision Service name in Advanced tab
2
Define initial XML Facts
3
Tick to expose
Input...
Output....
5
Input XML Schema
Rules Editor in Jdeveloper - Facts
Element attributes derived
from the input schema
Facts Type
Bucketset Attached
with Attributes
Rules Editor in Jdeveloper Bucketsets
Range or LOV
Constraints for
Seg5
Rules Editor in Jdeveloper Rulesets
RuleSet
Rule
Action
Modify the systemName
value to “UNIMARKET”
IF/THEN
Condition
Condition
If Seg5 is between 8400 to 8599 and Seg4 is
any value in (20, 40, 60, 80)
Rules Editor in Jdeveloper –
Decision Functions
Web Service for executing exposed
decision functions for underlying
Oracle Business Rules
Deploy Web Service
• Business rules created in an SOA application
are deployed as part of the SOA composite
when you create a deployment profile in
Oracle JDeveloper.
• The SOA composite application
‘COA_RULES_CHITRA’ is deployed to Oracle
Enterprise Manager 11g.
• Test the Decision Service in the Oracle
Enterprise Manager.
Testing the Web Service
Input values for Seg4,
Seg5,SystemName
Testing Web Service
Out Put Modified
value for the
SystemName
Summary
• Yes you can easily migrate to a new Chart of
Accounts in eBusiness Suite, without affecting
the subsystems that uses the Chat of
Accounts.
• How :- By having the business logic as rules or
expressions in an Oracle 11g table or exposing
the business logic as a Decision Service.
• Products :- Oracle 11g Rules Manager and
Expression Filter OR Oracle Business Rules
Questions and Answers